Key skills
CRMCommunication
About this role
Role Overview
- Maintain calm, empathy, and professionalism during emotional conversations.
- Support approved prospects through electronic intake and onboarding steps.
- Screen and qualify potential cases based on intake guidelines.
- Answer inbound phone calls, web inquiries, and text messages promptly.
- Ensure all records are complete, accurate, and properly documented.
- Schedule qualified leads for free case reviews with legal staff.
- Enter and maintain client information within the CRM system.
- Complete intake forms accurately and thoroughly.
- Gather and document detailed information related to accidents or injuries.
Requirements
- Empathetic and compassionate communicator.
- Warm, welcoming, and professional phone presence.
- Strong active listening abilities.
- High emotional intelligence and self control.
- Detail oriented with excellent documentation habits.
- Ability to build trust quickly with distressed callers.
- Confident spoken communication in English and Spanish.
- Organized and process driven mindset.
- Tech savvy and comfortable learning new systems.
- Client focused approach with strong conversion awareness.
- Fully bilingual fluency in English and Spanish is required.
- Personal injury or legal intake experience is a strong plus at least 1-2 years.
- Ability to manage confidential and emotionally sensitive information with professionalism.
Benefits
- Competitive salary.
- Paid Time Off.
- Annual bonuses.
- 100% remote/home-based position.
- Full-time, long-term career opportunities.
- Parental Leave.
- Professional development and training.
- Dedicated team support.
- Alignment with our clients' core values.