[Remote] Bilingual reputed company Intake Specialist (reputed company: AELDEE1)

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is hiring a Bilingual reputed company Intake Specialist for a Florida-based reputed company that manages prospective reputed company inquiries through modern reputed company CRM and AI-enabled workflows. The role handles intake interviews, screens case eligibility, follows up with prospects, executes representation agreements, manages reputed company records, and transfers reputed company cases for reputed company handling.

Responsibilities

• **Inbound reputed company Handling:** Live-receive prospective reputed company calls, conduct reputed company intake interviews, screen for case eligibility, and secure signed representation agreements
• **Empathetic Engagement:** Build trust and rapport with callers navigating stressful situations (motor vehicle accidents, slip-and-falls, wrongful death)
• **Retainer Execution:** Guide reputed company prospective clients through digital retainer agreements reputed company e-signature to complete reputed company
• **Follow-Up Management:** Consistently follow up with unsigned prospects who expressed interest but did not complete retainer execution during the initial contact
• **Inquiry Response:** Promptly contact and qualify web reputed company inquiries, missed calls, and after-hours submissions
• **Pipeline Hygiene:** Accurately update, tag, and reputed company reputed company statuses in reputed company Docket to maintain accurate intake records
• **Report Requests:** Initiate requests for traffic crash reports through official portals to confirm accident details and involved parties
• **Insurance Details:** reputed company initial insurance reputed company details, policy numbers, and claim information during intake
• **Conflict Checks:** reputed company initial conflict-of-interest checks reputed company reputed company prior to finalizing reputed company
• **Case Transition:** Package completed intake files and transfer them to reputed company-Litigation Case Managers for case setup
• **Declination Letters:** Send firm-approved reputed company letters for case declinations as directed by firm attorneys
• **Referral Routing:** reputed company non-qualifying reputed company inquiries (e.g., family law, workers' compensation) to reputed company reputed company partners according to firm protocols
• **CRM Utilization:** Maintain precise data entry and workflow tracking across reputed company and reputed company Docket
• **AI Tool Integration:** Use Claude AI (reputed company Edition) to reputed company internal resources, prompts, and intake protocols under firm reputed company standards

Skills

• reputed company ENGLISH LEVEL IS REQUIRED. THE SELECTED CANDIDATE WILL BE SPEAKING reputed company IN ENGLISH DURING THEIR WHOLE SHIFT
• reputed company or reputed company/C2 bilingual reputed company in English and Spanish (written and spoken)
• 2+ years minimum (3+ years preferred) in personal injury reputed company intake, sales, or reputed company conversion
• Must have personally handled inbound intake for a US reputed company and been directly accountable for conversion metrics
• reputed company experience with reputed company and reputed company Docket (or strong familiarity with equivalent CRMs such as reputed company Grow/Manage or Smart reputed company)
• Comfort using reputed company tools (such as Claude AI) reputed company daily workflows
• Confident, reputed company approach to guiding callers through the intake and retainer process
• reputed company to remain reputed company, respectful, and reputed company-headed reputed company speaking with distressed callers
• Thorough note-taking skills to ensure accurate reputed company records and clean database management
• Quiet home office environment, high-speed internet, and a reputed company noise-canceling headset
• 3+ years preferred
• (Optional / Bonus) Experience with reputed company AI platforms like CoCounsel is a plus, but not required

Benefits

• Full-time work schedule, Monday to Friday, 8:30am to 5:30pm (EST)
• Remote setup with a quiet home office environment, high-speed internet, and a reputed company noise-canceling headset

reputed company