Intake Representative (ZR_22884_JOB)
Intake Representative (ZR_22884_JOB)
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45000 - 45000
1 Vacancy
Job Description
This is a remote position.
Regular working hours: Monday to Friday from 8:00 am to 5:00 pm Eastern Time with an hour unpaid break.
We are seeking a highly motivated Intake Representative to be the first point of contact for potential clients. This role is crucial to our growth and mission helping clients understand how we can support them through challenging times.
Key Responsibilities
- Answer incoming inquiries from prospective clients via phone web forms referrals and other sources
- Qualify leads by asking relevant questions and gathering essential case details
- Clearly explain our services process and value proposition in a clientfriendly way
- Convert qualified leads into signed clients by guiding them through the intake and retainer process
- Follow up diligently with potential clients to maximize conversion rates
- Maintain accurate records in the CRM or case management system
- Coordinate with legal team to ensure a smooth transition from intake to case handling
- Track key performance metrics and continuously improve the intake process
Requirements
- Prior experience in a legal intake sales or customer service role (law firm or insurance experience preferred)
- Excellent communication and interpersonal skills
- Empathetic clientcentered approach to conversations
- Comfortable discussing legal services answering questions and handling objections
- Organized responsive and able to manage multiple leads simultaneously
- Techsavvy and able to work in a fastpaced virtual or hybrid environment
- Bilingual in English/Spanish is a plus
Independent Contractor Perks
- HMO Coverage for eligible locations
- Permanent work from home
- Immediate hiring
- Steady freelance job
Prior experience in a legal intake, sales, or customer service role (law firm or insurance experience preferred) Excellent communication and interpersonal skills Empathetic, client-centered approach to conversations Comfortable discussing legal services, answering questions, and handling objections Organized, responsive, and able to manage multiple leads simultaneously Tech-savvy and able to work in a fast-paced, virtual or hybrid environment Bilingual in English/Spanish is a plus Independent Contractor Perks HMO Coverage for eligible locations Permanent work from home Immediate hiring Steady freelance job ZR_22884_JOB
Employment Type
Full Time
