At Alonso & Alonso, we provide personalized attention and services that are tailored to meet the specific needs of each of our clients. We achieve this through client education, consistent updates, thorough assessment of each case, and customized legal strategies based on each client's circumstances
Essential Responsibilities and Duties
Client Intake & Engagement
- Conduct inbound eligibility screenings to assess potential client qualification for immigration services.
- Provide a professional, compassionate, and client-focused experience during all interactions.
- Guide prospective clients through a structured intake questionnaire to identify potential immigration solutions.
- Proactively conduct outbound calls to engage prospective clients and promote consultations.
- Execute timely follow-up communications based on pipeline stage and business priorities.
- Maintain consistent client contact to support conversion and reduce lead drop-off.
Data Accuracy & Process Management
- Ensure client profiles are accurately completed and maintained in the case management system.
- Track and document all interactions, dispositions, and follow-up actions with precision.
- Adhere to intake SOPs, quality standards, and compliance requirements.
- Collaborate closely with Sales Consultation leadership to ensure a smooth intake-to-consultation handoff.
- Actively participate in sales contests, training sessions, coaching, and team meetings.
- Continuously build knowledge of firm services, immigration processes, and effective engagement techniques.
- Perform other duties as assigned in support of team and organizational objectives.
Required Qualifications
- Preferred experience in the legal field.
- Minimum 1 year of experience in customer service and sales; outbound calling experience preferred.
- Bilingual proficiency in English and Spanish (spoken and written) required.
- Strong communication, persuasion, and interpersonal skills.
- High empathy, emotional intelligence, and a
📌 Intake Specialist (Bogotá)
🏢 Alonso & Alonso Attorneys at Law
📍 Bogotá
Postulate a este anuncio
Muestra tus habilidades a la empresa, rellenar el formulario y deja un toque personal en la carta, ayudará el reclutador en la elección del candidato.