Remote Intake Specialist (Personal Injury)

Bilingual Intake Specialist (Spanish/English) — Personal Injury (U.S. experience)

• Location: Remote

• Schedule: Monday to Friday

• Overview: Serve as the first point of contact for prospective clients, providing empathetic and professional service while collecting key case information and performing initial screenings.

• Responsibilities:

• Handle inbound calls, chats, and web inquiries in both English and Spanish

• Conduct initial case screenings (auto accidents, slip & fall, etc.)

• Read and analyze medical records (medical terminology required)

• Accurately enter and manage case information in CRM systems

• Explain the intake process and next steps to clients

• Schedule appointments with attorneys or legal staff

• Follow up with clients to collect documents and signatures

• Maintain confidentiality and legal compliance standards

• Collaborate with attorneys and case teams

• Meet intake and conversion performance targets

• Requirements & Skills:

• English level C1 (advanced) and fluent Spanish (spoken and written)

• Minimum 1 year of experience as an Intake Specialist with U.S. experience (required)

• Experience in Personal Injury

• Ability to read and understand medical records

• Experience with CRM/case management systems (Clio, Filevine, Litify, etc.)

• Strong communication and active listening skills

• Ability to handle high call volumes and multitask

• Excellent attention to detail and data accuracy

• Strong organizational and time management skills

• Professionalism and empathy when handling sensitive situations

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