Skip to main content
Back to jobs

V104 - Bilingual Client Intake Associate

External
flywheel logoFlywheel · Worldwide
Full-timeRemote2w ago
CRMDocumentationMoveSalesforce
Cover LetterConnect

Prepare for this interview

Elite

AI-generated questions, company research, and talking points tailored to this role


Requirements

  • Required Skills
  • 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
  • Additional Details
  • Full time remote position aligned with Central Standard Time CST
  • Fully bilingual fluency in English and Spanish is required
  • High volume intake environment handling calls, web submissions, and text messages
  • 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
  • Software and Tools:
  • CRM platforms such as Salesforce
  • VOIP and call handling systems including Zoom
  • Internal communication tools such as Slack
  • Microsoft Suite including Outlook
  • Work Shift:
  • 8:30 AM - 5:30 PM [CST][CDT] (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.

Benefits

Remote work options

Additional Information

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: At Job Duck, we are looking for a compassionate and confident Bilingual Client Intake Associate to serve as the first point of contact for individuals seeking legal assistance. In this role, you will speak with people during emotionally sensitive moments, offering reassurance while carefully gathering essential information about their situation. Your ability to listen attentively, communicate clearly, and document details accurately will directly influence how quickly and effectively potential clients receive legal support. This position is ideal for someone who thrives in a fast paced environment, enjoys meaningful client interactions, and takes pride in being both empathetic and precise. Your work will play a critical role in protecting attorney time while delivering an exceptional client experience. - Compensation Range: USD $1,142 to $1,220 Responsibilities include, but are not limited to: Gather and document detailed information related to accidents or injuries Complete intake forms accurately and thoroughly Enter and maintain client information within the CRM system Schedule qualified leads for free case reviews with legal staff Ensure all records are complete, accurate, and properly documented Answer inbound phone calls, web inquiries, and text messages promptly Screen and qualify potential cases based on intake guidelines Support approved prospects through electronic intake and onboarding steps Maintain calm, empathy, and professionalism during emotional conversations


Your Match

How well this role fits your profile.

Company Intel

What employees say

Worked at flywheel? Share your experience

Interested in this role?

Apply on the company's website.

Cover LetterConnect
V104 - Bilingual Client Intake Associate at Flywheel