V104 - Intake Specialist | Legal Intake Specialist & Scheduling Coordinator
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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:
We are seeking a proactive and detail-oriented Intake Specialist to join Job Duck and support a growing legal practice focused on business and estate planning. In this role, you will serve as the first point of contact for potential clients, ensuring a professional and seamless experience from the initial interaction through scheduling and follow-up. You will play a key role in managing inbound and outbound communications, qualifying leads, and maintaining an organized and efficient intake process. This position is ideal for someone who thrives in a client-facing environment, communicates confidently, and takes ownership of their responsibilities. Your ability to balance professionalism, efficiency, and a client-centered approach will be essential to success in this role.
• Monthly Compensation: 1,150 to 1,220 USD
Responsibilities include, but are not limited to:
• Serve as the first point of contact for potential clients via phone calls, website forms, and emails
• Ensure a professional and positive client experience at all times
• Collaborate with internal tools and systems to track and manage leads
• Send relevant information and follow-ups to potential clients
• Schedule appointments and manage calendars efficiently
• Screen and assess potential clients based on provided criteria
• Conduct inbound and outbound calls to engage and qualify leads
• Send appointment reminders and ensure client readiness
• Maintain ownership of the full intake process from first contact to scheduling
• Assist candidates in completing questionnaires and intake forms
Requirements:
• Schedule: Monday to Friday, 9:00 AM to 5:00 PM
• Time Zone: CST
• Experience in legal environments, particularly estate planning, is a plus but not required
• Soft sales skills are highly desirable
• Ability to handle inbound and outbound calls efficiently
• Experience managing client intake or lead qualification processes preferred
Tools and Software:
◦ CRM systems (experience preferred)
◦ VOIP systems (experience preferred)
◦ Smith.ai or similar answering services
Required Skills:
• Strong verbal and written communication skills
• High level of English proficiency
• Detail-oriented with strong organizational skills
• Ability to manage multiple leads and tasks efficiently
• Professional and client-focused mindset
• Proactive and self-driven approach to work
• Strong time management and prioritization skills
• Ability to handle confidential information with discretion
• Soft sales and persuasion skills
• Adaptability and problem-solving abilities
Work Shift:
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.
Apply tot his job
Apply To this Job
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:
We are seeking a proactive and detail-oriented Intake Specialist to join Job Duck and support a growing legal practice focused on business and estate planning. In this role, you will serve as the first point of contact for potential clients, ensuring a professional and seamless experience from the initial interaction through scheduling and follow-up. You will play a key role in managing inbound and outbound communications, qualifying leads, and maintaining an organized and efficient intake process. This position is ideal for someone who thrives in a client-facing environment, communicates confidently, and takes ownership of their responsibilities. Your ability to balance professionalism, efficiency, and a client-centered approach will be essential to success in this role.
• Monthly Compensation: 1,150 to 1,220 USD
Responsibilities include, but are not limited to:
• Serve as the first point of contact for potential clients via phone calls, website forms, and emails
• Ensure a professional and positive client experience at all times
• Collaborate with internal tools and systems to track and manage leads
• Send relevant information and follow-ups to potential clients
• Schedule appointments and manage calendars efficiently
• Screen and assess potential clients based on provided criteria
• Conduct inbound and outbound calls to engage and qualify leads
• Send appointment reminders and ensure client readiness
• Maintain ownership of the full intake process from first contact to scheduling
• Assist candidates in completing questionnaires and intake forms
Requirements:
• Schedule: Monday to Friday, 9:00 AM to 5:00 PM
• Time Zone: CST
• Experience in legal environments, particularly estate planning, is a plus but not required
• Soft sales skills are highly desirable
• Ability to handle inbound and outbound calls efficiently
• Experience managing client intake or lead qualification processes preferred
Tools and Software:
◦ CRM systems (experience preferred)
◦ VOIP systems (experience preferred)
◦ Smith.ai or similar answering services
Required Skills:
• Strong verbal and written communication skills
• High level of English proficiency
• Detail-oriented with strong organizational skills
• Ability to manage multiple leads and tasks efficiently
• Professional and client-focused mindset
• Proactive and self-driven approach to work
• Strong time management and prioritization skills
• Ability to handle confidential information with discretion
• Soft sales and persuasion skills
• Adaptability and problem-solving abilities
Work Shift:
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.
Apply tot his job
Apply To this Job