V104 - Client Experience Intake Specialist

 Posted 2 months ago
     
 $1142 - $1220 per month
  
0-2 years experience
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AI Summary

The Intake Specialist will manage client interactions, qualify leads, and ensure legal cases progress smoothly through consistent follow-up. They are responsible for maintaining CRM records, assisting with legal documentation, and providing clear status updates to the legal team.

For ambitious, culturally diverse, curious minds seeking booming careers, Job Duck unlocks and nurtures your potential. We connect you with rewarding, remote job opportunities with US-based employers who recognize and appreciate your skills, allowing you to not just survive but thrive.

As a lifestyle company, we ensure that everybody working here has a fantastic time, which is why we’ve earned the Great Place to Work Certification every year since 2022!

Job Description:

This role is ideal for a calm, empathetic professional who thrives in fast paced legal environments and enjoys being a trusted point of contact for clients during sensitive moments. As an Intake Specialist, you will play a vital role in shaping first impressions, qualifying leads, and ensuring cases move forward smoothly through clear communication and consistent follow up. Your daily work will directly support legal workflows by organizing information, managing client interactions, and keeping attorneys informed without the need for handholding. Success in this role comes from being highly responsive, emotionally intelligent, and confident in managing competing priorities. If you are dependable, proactive, and take pride in staying one step ahead, Job Duck offers an opportunity to make a meaningful impact every day.

Monthly Compensation Range: 1,142 to 1,220 USD

Responsibilities include, but are not limited to:

• Manage workload independently to reduce the need for oversight

• Communicate task status and workflow updates clearly to PNC

• Follow up on active and pending cases to ensure progress

• Assist with legal documents, research, and case preparation

• Qualify and manage incoming leads accurately and efficiently

• Handle inbound phone calls and serve as a primary intake contact

• Maintain up to date records in the CRM system

• Send professional and timely emails to clients and internal teams

• Take detailed notes during meetings and client interactions

• Complete intake documentation and ensure accurate data entry

Requirements:

• Strong written and verbal communication skills
• 1 year experience as an Intake Specialist
• High level of accuracy and detail orientation
• Availability for inbound phone calls and timely follow ups is required
• Strong requirement for clear and ongoing communication with PNC regarding workflows and task progress
• Persistence and follow‑through when completing tasks
• Must be consistently responsive during working hours
•Ability to work independently without ongoing supervision

Work Schedule: Monday-Friday

Expected call volumes: 6-15 calls daily

Location: Remote

Time Zone: Central Standard Time [CST]

Work Shift:

8:00 AM - 5:00 PM [CST][CDT] (United States of America)

Languages:

English

Ready to dive in? Apply now and make sure to follow all the instructions! 

Our application process involves multiple stages, and submitting your application is just the first step. Every candidate must successfully pass each stage to move forward in the process.

Please keep an eye on your email and WhatsApp for the next steps. A recruiter will be assigned to guide you through the application process. Be sure to check your spam folder as well.

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