Intake Specialist

hace 1 semana

Heredia, Costa Rica Virtual Staffing LLC A tiempo completo

**Description**:
A legal Intake Specialist receives and qualifies new and prospective clients for law firms. They are responsible for managing the processes of onboarding new clients and evaluating incoming streams of claims and potential clients.

**Job Tasks**:

- Outbound & Inbound Calling (Cold Calling)
- Qualify and Signing up potential clients
- Send Retainer Agreement
- Follow up old leads and appointments
- Request initial documents for cases
- Forward qualified clients to attorneys
- Reviewing client files to verify all outstanding bill and lien amounts
- Negotiate with medical providers to obtain reductions in lien amounts
- Facilitating the signing of settlement releases
- Assist with the drafting and reviewing of legal documents
- Call medical providers to gather initial case information.

**Qualifications**:

- High school diploma or equivalent
- At least 2 years of work experience in BPO / Customer Service
- Excellent English (oral and written) communication skills with a very good English accent
- Strong customer service, persuasion, and critical thinking skills
- Ability to work with databases and online technological platforms
- Ability to be detail-oriented, diligent, and flexible
- Ability to handle conflicting time demands and focus on task completion with little direction or need for supervisory follow-up
- Ability to work and maintain patience with diversified individuals of various backgrounds and professional competencies
- Committed to maintaining integrity and confidentiality on behalf of clients and the Firm
- _**Own Laptop or Desktop (8GB RAM, Core i5 or above) and with an internet connection of at least 10mbps**_
- **Willing to work on Pacific Standard Time (PST) schedule**

**Skills**:

- Business Communication including Close-to-perfect accent
- Attention to Detail
- Time Management
- Diligent in making follow-ups
- Critical Thinking
- Asking the right questions
- Customer Service

**What do we offer?**
- Permanent and Stable WFH employment
- Competitive Compensation and Benefits
- Wi-Fi Subsidy starting on the 3rd month of employment
- Healthcare Assistance on the 6th month of employment.
- Merit Increase on the 6th month of employment

**Pay Rate**: **$5 - $6 per hour** (Depending on skills and experience)

**Job Types**: Full-time, Permanent

Pay: ₡495,000.00 per month

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