[Remote] V104- Legal Intake and CRM Specialist
Note: The job is a remote job and is open to candidates in USA. Job Duck is a lifestyle company that connects individuals with rewarding remote job opportunities. They are seeking a motivated Legal Intake and CRM Specialist to support a fast-paced personal injury law practice, acting as the first point of contact for potential clients and managing the intake process with professionalism and empathy.
Responsibilities
ā¢ Make daily outbound follow-up calls to prospective clients
ā¢ Handle after-hours intake and escalate critical cases to attorneys
ā¢ Act as backup for reception by answering incoming calls
ā¢ Keep CRM/Smart Advocate updated with all notes and critical comments
ā¢ Screen cases based on qualification criteria (injury type, third-party involvement, etc.)
ā¢ Manage the CRM and maintain accurate client records
ā¢ Guide potential clients through the intake process
ā¢ Send and confirm fee agreements for all qualified leads
ā¢ Respond to all new leads within 30 minutes (calls, web forms, and referrals)
Skills
ā¢ 2-3 years of experience working as an Intake Specialist
ā¢ Expected call volume: 45 calls per day
ā¢ CRM: Smart Advocate
ā¢ Previous experience in a personal injury law firm, or a strong understanding of personal injury terms
Company Overview
ā¢ We help incredible people find amazing careers working from home for a United States-based business. It was founded in undefined, and is headquartered in , with a workforce of 201-500 employees. Its website is https://jobduck.com/.
Apply Now
Apply Now
Responsibilities
ā¢ Make daily outbound follow-up calls to prospective clients
ā¢ Handle after-hours intake and escalate critical cases to attorneys
ā¢ Act as backup for reception by answering incoming calls
ā¢ Keep CRM/Smart Advocate updated with all notes and critical comments
ā¢ Screen cases based on qualification criteria (injury type, third-party involvement, etc.)
ā¢ Manage the CRM and maintain accurate client records
ā¢ Guide potential clients through the intake process
ā¢ Send and confirm fee agreements for all qualified leads
ā¢ Respond to all new leads within 30 minutes (calls, web forms, and referrals)
Skills
ā¢ 2-3 years of experience working as an Intake Specialist
ā¢ Expected call volume: 45 calls per day
ā¢ CRM: Smart Advocate
ā¢ Previous experience in a personal injury law firm, or a strong understanding of personal injury terms
Company Overview
ā¢ We help incredible people find amazing careers working from home for a United States-based business. It was founded in undefined, and is headquartered in , with a workforce of 201-500 employees. Its website is https://jobduck.com/.
Apply Now
Apply Now