Legal Intake Specialist (Colombia)

Legal Intake Specialist (Colombia)

15 oct
|
Job Duck
|
Colombia

15 oct

Job Duck

Colombia

JOB DUCK IS HIRING A LEGAL INTAKE SPECIALIST
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 for 4 years
Role Overview
We are seeking a compassionate, detail-oriented Legal Intake Specialist to serve as the first point of contact for prospective clients seeking guidance related to Medicaid planning, estate planning, asset protection, long-term care planning, and special needs planning.
This is a client-facing, conversation-driven role that directly impacts both the client experience and the firm's growth. The individuals and families who contact our firm are often overwhelmed, confused about complex planning issues, or anxious about protecting their assets and loved ones.
Schedule:




Monday to Friday from 8:00 AM to 5:00 PM EST/EDT
Your Responsibilities Will Include but Are Not Limited To:
- Conducting follow-up calls with prospective clients
- Qualifying prospective clients according to firm guidelines and established criteria
- Gathering and verifying financial, personal, and situational information accurately
- Delivering a professional and compassionate client experience during every interaction
- Following established systems, scripts, workflows, and training protocols
- Maintaining accurate and detailed CRM records and notes
- Scheduling consultations with attorneys and advisors when appropriate
- Identifying the nature of each caller's legal concerns
- Answering inbound calls promptly, professionally, and with empathy

What We're Looking For:
- Minimum of 2 years of experience in intake, customer service, client services, call center, or phone-based client support roles.
- Current e

📌 Legal Intake Specialist (Colombia)
🏢 Job Duck
📍 Colombia

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