Job Details

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 a key front line position that connects individuals seeking legal help with the right attorneys while providing clarity, reassurance, and guidance during often stressful situations. As an Intake Specialist, you will manage high volumes of inbound and outbound calls, assess client needs, and ensure accurate routing, scheduling, and documentation. You will play an essential role in protecting attorney time, improving conversion, and maintaining an exceptional client experience. The position thrives in a fast paced environment where attention to detail, empathy, and clear communication are critical. This is an excellent opportunity for someone who enjoys being part of a collaborative team and contributing to meaningful community impact at Job Duck.

• Compensation Range: 1142 to 1220

Responsibilities include, but are not limited to:

• Manage referral partner communications and maintain referral records

• Review call recordings to identify quality improvements and conversion opportunities

• Support translation review to ensure Spanish language materials and communication are clear and accurate

• Answer inbound and outbound calls and serve as the first point of contact for prospective clients

• Route calls accurately to attorneys or referral partners based on client needs, budget, and legal matter

• Schedule paid consultations and process associated payments

• Prepare attorneys with complete and accurate client information prior to consultations

• Maintain detailed and accurate records of all interactions within the CRM system

• Handle high maintenance callers professionally while protecting attorney time

• Create and deliver accurate sales and performance reports on a recurring basis

• Track and evaluate key metrics to support team growth and operational improvement

• Conduct initial screenings to determine qualification and appropriate referral pathways

• Follow up with qualified leads and refine follow up processes to improve conversion

Requirements:

• Full time position supporting a referral based legal organization
• Work schedule aligned with Pacific Standard Time business hours
• Position requires consistent phone based communication with clients and referral partners
• High call volume environment with approximately 10 to 20 calls per day initially, increasing over time
• Bilingual Spanish skills strongly preferred
• Comfortable working in a fast paced and evolving operational environment
• Open to continuous improvement, automation, and technology driven processes

Software and Tools
• CRM platform Qase
• VoIP systems GoTo or Microsoft Teams
• Microsoft 365 suite including Outlook for email and calendar management

Work Shift:

8:00 AM - 5:00 PM [PST][PDT] (United States of America)

Languages:

English, Spanish

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.