Intake Specialist - Sales

June 6

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Spend time on what matters.

Remote Staffing

51 - 200

Description

• Act as the first contact with leads by phone or email, being friendly and helpful • Collect important details from people who need assistance • Listen carefully and empathetically to understand what people need and figure out how the firm can help • Fill out legal forms if necessary • Guide people to the right places within the firm or elsewhere for help • Keep Records of customer interactions • Follow up with people to make sure they get help or see if they need more support • Assist with everyday tasks like booking appointments, managing schedules, and handling paperwork

Requirements

• Bachelors degree • 3+ years of experience in customer service, appointment setting or interpretation roles at contact centers • Experience managing information flow in a timely and accurate manner • Ability to manage calendars and set up meetings • Previous experience in sales or customer service roles is preferred • Legal background is advantageous • Outstanding organizational and time management skills • Excellent verbal and written communication skills in English, and Spanish or Portuguese • Discretion and confidentiality in handling sensitive information

Benefits

• Biweekly payments, free of deductions from our end • Long-term work relationship perspective • Fully remote job, 40 hours per week, with 2 days off • Paid vacation time and recognition of US holidays • Mental health support and work-life balance culture • Collaborative and inclusive work environment • Paid training and continuous improvement programs