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Rosenblum Law

PI Intake Specialist

Posted 20 hours ago
25000 - 32000 per month
0-2 years experience
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AI Summary

The PI Intake Specialist will handle inbound calls from prospective clients, conduct intake interviews, and accurately document case details. They will also provide compassionate support, manage follow-ups, and collaborate with the legal team to ensure a seamless client experience.

Company: Rosenblum Law
Location: Remote – Mexico
Employment Type: Full-time
Compensation: MX25,000–MX32,000 per month, plus performance-based bonuses

About Rosenblum Law

At Rosenblum Law, we are committed to providing exceptional legal services and compassionate support to the people who need us most. We believe that every client deserves to feel heard, respected, and supported from their very first interaction with our firm.

We are looking for a PI Intake Specialist with a strong healthcare background, excellent English communication skills, and a genuine passion for helping people. In this role, you will be one of the first points of contact for individuals seeking legal assistance following a personal injury. Your ability to listen, connect, and gather critical information will play an important role in creating a positive client experience.

If you are empathetic, organized, tech-savvy, and thrive in a people-focused environment, we would love to meet you!

What You'll Do

  • Connect with prospective clients: Handle inbound calls from individuals seeking legal assistance with personal injury matters, making them feel comfortable and supported.
  • Conduct client intake: Ask relevant questions, gather essential information, and accurately document details about potential cases.
  • Provide compassionate support: Communicate with empathy and professionalism, recognizing that prospective clients may be experiencing stressful or difficult circumstances.
  • Communicate effectively: Handle phone calls and follow-up communications with prospective and current clients, attorneys, insurance companies, and other relevant parties.
  • Manage follow-ups: Contact individuals to obtain missing information, coordinate appointments, and ensure timely communication throughout the intake process.
  • Maintain accurate records: Enter information into the firm's systems, organize documents, and ensure intake records are complete and up to date.
  • Collaborate with the team: Work closely with the intake department and other team members to ensure a smooth, efficient client experience.
  • Support continuous improvement: Identify opportunities to improve workflows, communication, and the overall intake process.

What We're Looking For

Required Qualifications

  • Fluent English: Excellent spoken and written English skills, with the ability to communicate naturally and professionally with U.S.-based clients.
  • Healthcare background: Experience or education in healthcare, such as nursing, medicine, allied health, or another clinical field. Candidates with medical interpretation experience are also encouraged to apply.
  • Exceptional communication skills: You enjoy talking with people, asking thoughtful questions, and building rapport.
  • Strong active listening skills: You can identify important details, understand people's concerns, and communicate with empathy.
  • Emotional intelligence: You remain patient, compassionate, and professional when speaking with people who may be distressed or facing challenging circumstances.
  • Excellent attention to detail: You can gather, organize, and document information accurately.
  • Strong follow-up skills: You are proactive, dependable, and comfortable managing multiple open tasks.
  • Technology proficiency: You are comfortable learning and using software, communication platforms, and digital documentation systems.
  • Adaptability and a growth mindset: You welcome feedback, learn quickly, and look for ways to improve your performance.

Preferred Qualifications

  • Experience in a medical office, healthcare setting, patient intake, medical interpretation, or patient coordination.
  • Experience in a call center, customer service, client relations, or a high-volume phone environment.
  • Previous experience with legal intake, personal injury, insurance, or law firms.
  • Familiarity with CRM systems, case management software, or electronic medical records.

Previous legal experience is a plus, but we value transferable healthcare and client communication skills.

Compensation & Benefits

  • Competitive monthly compensation: MX25,000–MX32,000, depending on qualifications and experience. ($9-$11 USD/hr)
  • Performance-based bonuses: Additional earning potential based on established performance criteria.
  • Paid time off: PTO benefits available after successful completion of the probationary period, according to company policy.
  • Remote work: Work from home and collaborate with a U.S.-based legal team.
  • Supportive work culture: Join a team that values professionalism, collaboration, compassion, and continuous improvement.
  • Growth opportunities: Develop your communication, client service, and legal industry knowledge in a growing firm.

Work Schedule & Location

  • Full-time position
  • Remote, based in Mexico
  • Must be able to work the schedule required to support our U.S. operations.

Who Will Thrive in This Role?

You will be a great fit if you combine the empathy of a healthcare professional with the communication skills of an outstanding client service representative. You understand that a conversation can make a meaningful difference in someone's experience, and you take pride in helping people feel heard while ensuring their information is handled accurately and professionally.

Ready to make a difference?

Apply today to join Rosenblum Law and help us create a compassionate, professional, and seamless experience for every prospective client.

Job Type: Full-time
Work Location: Remote

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