Easy JobV104 - Intake Specialist | Client Intake and Lead Management Specialist
Job Duck · Worldwide · Full-time · Remote
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:
Job Duck is seeking a compassionate and detail oriented Intake Specialist to support a legal practice by managing incoming inquiries, connecting with potential clients, and ensuring leads are accurately documented and followed up on. In this role, you will serve as an important first point of contact, helping prospective clients feel heard and supported while gathering the information needed for the legal team to evaluate their cases. You will manage intake communications by phone and email, maintain organized records in the CRM, and proactively follow up with leads to facilitate the screening process. The ideal candidate is empathetic, persistent, highly organized, and comfortable managing multiple priorities while following established procedures and guidance. This is an excellent opportunity for someone who enjoys helping people, communicating effectively, and contributing to a well organized legal intake process.
Monthly Compensation: 1,150 to 1,220 USD
Responsibilities include, but are not limited to:
• Prepare clear, accurate, and organized summaries of intake conversations
• Conduct intake calls to gather essential details about potential cases
• Reach out to prospective clients to obtain relevant information and assess their initial needs
• Manage incoming leads through phone calls and email communications
• Adapt to new workflows and incorporate feedback to improve efficiency and accuracy
• Monitor pending leads and follow up consistently to help prevent missed opportunities
• Follow