8 часов назад
Legal Intake Specialist (Social Security Claims)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Legal Intake Specialist (Social Security Claims): Managing prospective-client inquiries for social security disability legal services with an accent on compassionate communication, accurate qualification, and confidential documentation. Focus on handling high-volume inbound calls, recording case information in CRM or case management systems, scheduling consultations, and coordinating client onboarding with the legal team.
Location: Remote; Monday-Friday, 9:00 AM-6:00 PM EST
Company
is a fast-growing U.S.-based legal services firm supporting client intake and legal operations.
What you will do
- Answer inbound calls from prospective clients with empathy and professionalism.
- Gather information and qualify prospective clients against intake criteria.
- Enter client information accurately into CRM or case management systems.
- Schedule consultations and route qualified leads to the appropriate team members.
- Maintain organized records, follow up for missing information, and provide clear updates.
- Collaborate with the legal team to support smooth client onboarding while protecting confidential information.
Requirements
- Experience in social security disability law.
- Previous experience in customer service, client support, virtual assistance, call center work, or legal intake coordination.
- Excellent spoken and written English communication skills.
- Strong attention to detail, accuracy, organization, and time management.
- Ability to work remotely during Monday-Friday, 9:00 AM-6:00 PM EST business hours.
- Reliable computer, high-speed internet, and a quiet home office.
Nice to have
- Experience in a legal office or professional services environment.
- Previous intake or client onboarding experience.
- Familiarity with CRM or case management software.
- Experience handling sensitive or confidential information.
- Knowledge of disability claims or legal intake processes.
Culture & Benefits
- Full-time schedule of 40 hours per week.
- Remote work environment.
- Client-facing work focused on empathy, professionalism, and clear communication.
- Opportunity to support individuals navigating important legal matters.
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