client intake specialist

JVS Boston

<div><div>JVS is a non-profit, non-sectarian agency. Our mission is to empower individuals from diverse communities to find employment and build careers and to partner with employers to hire, develop and retain productive workforces. JVS provides a broad range of services including adult education, skills training, job readiness training, job placement and support, and access to post-secondary education. JVS assists employers in their search for well-qualified job applicants and their initiatives to upgrade the skills of their incumbent workforce.</div><div>
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Position Summary: Under the direction of the Lead Intake Specialist, the Intake Specialist ensures prospective clients are adequately screened for JVS programs and prepared for their next step with the agency. The Intake Specialist conducts one-on-one client meetings, screening for program interest and eligibility, and works with each client to identify their best program or service referral. As a member of the Client Services team, the Intake Specialist creates a first impression of JVS and our programming, and provides client-centered customer service.
</div><div>
</div><div>Builds Relationships, Collaboration and Teamwork:</div><ul><li> Conducts introductory Welcome Meetings with prospective clients, reviews results of the Universal Intake Form and screens for further program eligibility
</li><li> Based on information gathered in the Welcome Meetings, identifies and processes program or service referral in database</li><li> Possesses an in-depth knowledge of all JVS programs and MassHire services</li><li> Supports and promotes the mission and philosophy of JVS both internally and outside the agency
</li><li> Works effectively with other program teams and administrative staff
</li><li> Provides coverage for the Client Services team in relation to breaks, absences, and meetings, as needed</li></ul><div>
</div><div>
Accountability and Results Focused:</div><ul><li> Able to assess and process next step for each client and conveys this information clearly and concisely</li><li> Assists clients in considering their programmatic options and guides client towards program selection</li><li> Ensures that all key data is entered into relevant data tracking systems accurately and completely
</li><li> Effectively uses all software related to Welcome Meetings and referral processing</li><li> Troubleshoots tough referral cases by generating strategies and solutions in response to unforeseen and planned changes, setbacks, and challenges
</li></ul><div>
</div><div>Administrative/Communication:</div><ul><li> Represent JVS and effectively communicate about the agency
</li><li> Communicate effectively verbally and in writing</li><li> Communicate regularly with Supervisor to ensure smooth delivery of services
</li><li> Exercise discretion in handling confidential information
</li><li> Perform other duties as assigned or requested
</li></ul><div>
</div><div>Minimum Skills and Qualifications:</div><ul><li> Excellent customer service skills and ability to interact with and assist a multi-cultural customer base, including those with low levels of English proficiency and limited educational backgrounds
</li><li> Customer friendly, patient, and exhibits a high standard of professionalism</li><li> Experience working with people with barriers to employment</li><li> Prompt, punctual, and demonstrates effective reasoning skills</li><li> Demonstrated success in performance tracking, maintaining a contact database, or similar</li><li> Bilingual preferred, especially Spanish, Haitian Creole, Portuguese, Amharic or Arabic</li></ul><div>
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EDUCATION REQUIRED: Bachelor&rsquo;s Degree or equivalent (4 years) experience
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</div><div>Key Competencies:</div><div></div><ul><li> 
 Accountability and Results Focused
</li><li> Adapting to Change</li><li> Building Relationship, Collaboration and Teamwork</li><li> Cultural Competency and Respect</li><li> Communication Skills</li><li> Initiative</li><li> Planning and Organizing</li><li> Promotes External Relations</li><li> Provides Exceptional Customer Service</li></ul><div></div><div> 
JVS CULTURE: JVS is strongly committed to diversity and a workplace environment that respects, appreciates and values employee differences and similarities. By providing and supporting a work culture that fosters and builds upon diversity and its strengths, JVS will better serve our local communities and continue to provide quality services.</div><div>
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JVS is an employment at-will organization and an equal opportunity employer committed to maintaining a work and learning environment free from discrimination on the basis of sex, race, color, religion, national origin, pregnancy, gender identity, sexual orientation, marital/civil union status, ancestry, place of birth, age, citizenship status, veteran status, political affiliation, genetic information or disability, as defined and required by state and federal laws. Additionally, JVS prohibits retaliation against an applicant or employee because he or she has engaged in protected activity under the statutes prohibiting discrimination in the workplace.</div><div></div><div> 
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</div><div>Please submit a cover letter with your application.</div>

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.</div>

Intake Specialist

James and James

Job Title: Legal Intake Specialist (100% ONSITE) Company: James and James Legal---www.jamesandjameslegal.com Job Type: Full-TimeCompensation:<ul><li>Base Pay: $25/hour W2</li><li>Commission: 10% on all initial retainer payments</li></ul>About UsJames and James is a growing, client-centered law firm that provides compassionate, results-driven legal services. We believe in building trust from the very first interaction. We&rsquo;re looking for a motivated and personable Legal Intake Specialist to join our remote team&mdash;someone who can both connect with clients on a human level and confidently guide them through the decision to retain our services.Position SummaryAs a Legal Intake Specialist, you&rsquo;ll play a dual role: first as a compassionate listener who helps prospective clients feel heard and understood, and second as a skilled closer who can convert qualified leads into retained clients. This is a critical front-line position combining client service, legal understanding, and inside sales. You'll educate potential clients about our services, assess their needs, and secure retainer agreements&mdash;all while maintaining a professional and empathetic tone.Key Responsibilities<ul><li>Respond quickly to new client inquiries via phone, email, and online forms</li><li>Build trust and rapport while identifying the client&rsquo;s core legal needs</li><li>Clearly explain the firm&rsquo;s services, process, and pricing in a persuasive, professional manner</li><li>Guide prospective clients through the intake and onboarding process with empathy and attention to detail</li><li>Confidently present retainer agreements and close new client sign-ons</li><li>Follow up with leads who have not yet converted, using strategic outreach and nurturing</li><li>Track all interactions and outcomes using CRM and legal case management tools</li><li>Collaborate closely with attorneys and other intake team members to ensure a smooth client experience</li><li>Consistently meet or exceed sales performance targets, conversion rates, and KPIs</li></ul>Qualifications<ul><li>1-2 years of sales, client intake, or consultative customer service experience&mdash;preferably in a legal or professional services environment</li><li>Excellent interpersonal and communication skills, both verbal and written</li><li>Ability to clearly and confidently explain legal services, fees, and processes</li><li>Empathetic and emotionally intelligent approach to conversations</li><li>Strong objection-handling skills and the ability to professionally close sales</li><li>Tech-savvy with experience using CRM platforms, online scheduling tools, and virtual meeting software</li><li>Highly self-motivated, detail-oriented, and reliable</li><li>Must have a dedicated, quiet home workspace and a strong internet connection</li></ul>What We Offer<ul><li>Competitive base pay plus uncapped commission</li><li>A supportive and fast-paced environment with growth opportunities</li><li>Paid training and ongoing development</li><li>The chance to help people during a difficult time while growing your career in legal sales</li></ul>How to ApplyTo apply, send your resume and a brief cover letter telling us why you're the perfect mix of compassion and conversion. We&rsquo;re reviewing applications on a rolling basis, so don&rsquo;t wait!Job Types: Full-time, ContractPay: $25.00 per hourExpected hours: 40 per weekBenefits:<ul><li>Flexible schedule</li><li>Health insurance</li></ul>Application Question(s):<ul><li>Are you available to work 100% onsite in Schaumburg, IL?</li><li>What is your asking hourly rate?</li></ul>Location:<ul><li>Schaumburg, IL 60173 (Required)</li></ul>Work Location: In person

Legal Intake & Sales Strategist

Carpenter & Zuckerman

Job Summary/Objective:We are seeking a compassionate Legal Intake Specialist to join our personal injury law firm. In this vital role, you will manage the initial intake process for potential clients seeking legal assistance, ensuring they feel supported and understood during what can be a challenging time.As the first point of contact, you will gather essential information from clients, assess case eligibility, and facilitate a smooth transition to our legal team. Your effective and empathetic communication will be instrumental in building trust and rapport, as many clients may be experiencing stress or uncertainty following an accident.In collaboration with attorneys and support staff, you will streamline the intake process, ensuring that all necessary documentation is collected and prepared for further legal action. Your organizational skills and insights will enhance operational efficiency and contribute to a positive client experience.Job Duties:<ul><li>Conduct initial consultations with prospective clients via phone, email, or in-person, creating a welcoming and supportive environment to make clients feel comfortable sharing their experiences.</li><li>Collect and document essential details about potential personal injury cases, including accident specifics, medical history, and any relevant documentation, ensuring thoroughness and accuracy.</li><li>Enter and maintain accurate and confidential records in the case management system, ensuring all client information is up to date and compliant with legal standards.</li><li>Schedule follow-up appointments or consultations with attorneys and prepare necessary documentation for a seamless client handoff, ensuring that the legal team has all relevant information.</li><li>Work closely with attorneys and support staff to streamline the intake process, sharing insights and feedback to enhance overall team efficiency and client satisfaction.</li></ul>Required Skills and Experience: <ul><li>Fluent in both Spanish and English.</li><li>1-2 years of experience in a customer service role</li><li>Strong ability to build rapport with clients and communicate effectively, demonstrating empathy and clarity during initial consultations.</li><li>Proficient in assessing case details for eligibility, with meticulous attention to detail and strong organizational abilities to manage multiple cases efficiently.</li></ul>Work Environment:This job operates in an office environment. This role routinely requires working with standard office equipment such as computers, phones, photocopiers, and the like.Position Type/Expected Hours of Work:This is a full-time position with a work schedule from Monday to Friday. While hours may be adjusted, employees in this department typically work an eight-hour day between 11:00 a.m. and 7:30 p.m. The position may also require additional hours (overtime), and the schedule may be modified based on operational needs.Equipment Used:<ul><li>PC Computer</li><li>Telephone</li></ul>Job Type: Full-timePay: $25.00 - $35.00 per hourBenefits:<ul><li>401(k)</li><li>Dental insurance</li><li>Health insurance</li><li>Paid time off</li><li>Vision insurance</li></ul>Ability to Commute:<ul><li>Beverly Hills, CA 90211 (Required)</li></ul>Work Location: In person

Legal Intake Specialist

Law Office of Bryan Fagan

<div>The Law Office of Bryan Fagan, PLLC is growing! We are seeking energetic and enthusiastic Sales Representatives / Ambassadors to join our dynamic Intake Team. This role serves as one of the first points of contact for prospective clients, playing a vital part in evaluating leads, qualifying prospects, and guiding individuals through the initial legal intake process.
If you thrive in a fast-paced environment, enjoy connecting with people, and take pride in delivering an exceptional client experience &mdash; this is the opportunity for you!<h3 class="jobSectionHeader">
Our Outstanding Company Culture</h3>
At the Law Office of Bryan Fagan, we believe in working smart, growing together, and celebrating our success.<ul>
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Earn more with competitive pay and performance-based bonuses.
</li><li>Enjoy ongoing training and professional development.
</li><li>Be part of a fun, energetic, and collaborative team that values positivity and excellence.
</li><li>Relax with our business casual dress code and friendly office environment.</li>
</ul>
This position offers rotating shifts assigned upon hire, with hours ranging between 7:30 AM to 7:00 PM, and Saturdays as needed. In addition to competitive base pay, incentives up to $3,000 are available based on performance.
Requirements
Role Qualifications:<ul>
<li>Complete high volume and prompt client communication via phone, email, and online channels, in efforts to explain our valuable legal services.</li>
<li>Maintain a high level of customer service and professionalism in all interactions.</li>
<li>Conduct initial consultations to gather information and determine potential clients' legal needs.</li>
<li>Schedule appointments with attorneys for qualified leads.</li>
<li>Meet and or exceed sales goals.</li>
<li>Computer proficiency with MS Office or Google Suite, and experience with CRM software, preferably HubSpot.</li>
<li>Handle all administrative task timely and accurately: data entry, prepare and send documents, reporting on lead conversion, etc.</li>
<li>Maintain strong and concise communication with internal teams regarding leads.</li>
</ul>You will also have the following:<ul>
<li>HS School diploma or equivalent required; associate or bachelor's degree preferred.</li>
<li>2+ years of sales experience in a legal intake specialist role or similar business to customer sales role that is highly customer service focused.
</li></ul>Benefits
We offer affordable benefits: medical, dental, vision, 401K (with a 5% company match,) and life insurance!
Equal Opportunity Statement:
We recognize that diverse experiences, perspectives and backgrounds enable us to be an even stronger company and workplace. Not only will you be welcome here, your unique thoughts and opinions will be encouraged, celebrated and deeply valued.</div>

Intake Specialist/Sales Representative Richmond

Williams Caputo Injury Lawyers

Bilingual Intake Attorney (Evening/Weekend)Company DescriptionWilliams Caputo Injury Lawyers is a client-centered personal injury law firm dedicated to securing justice and advocating for clients across the nation. Our experienced team handles a diverse range of cases, including commercial trucking accidents, dog bites, construction site injuries, and more. We are committed to providing aggressive representation and taking on complex cases. Through every case, we aim to make our communities safer for everyone.Location: RemoteAbout the Role:Williams Caputo is seeking a bilingual (English/Spanish) Intake Attorney to handle after-hours and weekend client intakes. This is a flexible, remote opportunity perfect for someone looking to supplement their income by connecting with potential clients outside of traditional business hours.Responsibilities<ul><li>Answer incoming calls from potential clients during evenings and weekends</li><li>Conduct initial case evaluations and assess eligibility</li><li>Explain our legal process, services, and next steps clearly and professionally</li><li>Complete intake forms and contracts accurately</li><li>Provide a compassionate, professional experience that makes every caller feel heard and supported</li></ul>Requirements<ul><li>Fluent in both English and Spanish (spoken and written)</li><li>Excellent communication skills and a client service mindset</li><li>Reliable internet connection and quiet workspace for client calls</li><li>Availability to work evenings and weekends on an as-needed basis</li><li>Strong attention to detail for accurate documentation</li></ul>Schedule<ul><li>Weekday evenings: Beginning at 5:30 PM CST</li><li>Weekends: Saturday and Sunday</li></ul>Compensation<ul><li>To be determined based on experience</li></ul>Preferred Qualifications<ul><li>Experience with personal injury</li><li>Previous client intake</li></ul>What We Provide<ul><li>Comprehensive training on our intake process</li><li>All necessary forms and contract templates</li><li>Ongoing support from our team</li></ul>To ApplyPlease submit your resume and a brief cover letter to hr@williamscaputo.com explaining your availability and experience with bilingual client communication.Job Type: ContractWork Location: Remote

Bilingual (Spanish/English) Intake Attorney - Evenings and Weekends

Bolster Legal Services Pvt Ltd

Walk in directly &ndash; no appointment needed! Join a team where your growth, learning, and career stability are a priority. Build your career in U.S. legal operations with Bolster Legal!Specialized Roles (Multiple Openings)1. Medical Records Retrieval Clerk <ul><li>Draft &amp; send HIPAA requests</li><li>Follow up with U.S. providers (phone/email)</li><li>Ensure compliance with CA state timelines (15 days)</li><li>Organize &amp; upload medical records in CMS</li></ul>2. Lien Negotiations Specialist <ul><li>Identify &amp; track medical liens (Medicare, Medi-Cal, private subrogation)</li><li>Negotiate directly with lienholders</li><li>Secure reductions &amp; calculate final lien payoffs</li></ul>3. Case Manager <ul><li>Manage workflow of U.S. Personal Injury cases</li><li>Review &amp; index medical records &amp; evidence</li><li>Draft factual/medical summaries for demand packages</li><li>Coordinate between Records &amp; Lien teams</li></ul>4. Intake Specialist <ul><li>Handle inbound calls during U.S. hours</li><li>Conduct structured, empathetic client interviews</li><li>Gather facts (incident, injury, insurance) &amp; secure HIPAA authorizations</li><li>Log data into CRM with accuracy</li></ul>Minimum Qualifications<ul><li>1+ year experience in BPO/KPO (US legal/insurance/healthcare preferred)</li><li>Excellent English (spoken &amp; written) &ndash; must be professional with U.S. clients</li><li>Strong MS Excel/Word skills (CMS/CRM familiarity is a plus)</li><li>Willing to commit to onsite US Shift (Mon&ndash;Fri)</li></ul>Walk-In Interview Details<ul><li>Days: Monday &ndash; Friday</li><li>Time: 8:30 PM &ndash; 11:00 PM</li><li>Address: Bolster Legal, #93, 1st Floor, Wheelers Road, Cox Town, Bengaluru &ndash; 560005</li><li>Bring: Updated CV + Govt. Photo ID+3 months Payslip</li><li>Note: Male candidates are welcome to apply for all roles</li></ul>Compensation &amp; Benefits<ul><li>Salary (CTC): &#8377;18,000 &ndash; &#8377;28,000 based on experience &amp; role</li><li>Health Insurance</li><li>Meals: Dinner &amp; midnight snacks provided at office</li><li>Work Environment: Professional &amp; stable onsite role at Cox Town</li></ul>Job Types: Full-time, PermanentPay: &#8377;18,000.00 - &#8377;28,000.00 per monthBenefits:<ul><li>Food provided</li><li>Paid sick time</li><li>Provident Fund</li></ul>Education:<ul><li>Bachelor's (Required)</li></ul>Language:<ul><li>English (Required)</li></ul>Location:<ul><li>Bengaluru, Karnataka (Required)</li></ul>Shift availability:<ul><li>Night Shift (Preferred)</li></ul>Work Location: In person

HIRING NOW! *URGENT*| US Customer Service Executive | Night Shift

DMCA

<div>DMCA is an award-winning, stable, and fast-paced immigration law firm dedicated to helping people build better futures. We are looking for a bright, compassionate, and precise Bilingual Client Relations SpecialistLegal Assistant to join our growing Irving office.
At DMCA, we're not just a law firm-we're a mission-driven team building community one person, one family, one business at a time. Your work truly makes a difference. If you're a people person with a heart for service, a head for problem-solving, and you thrive in a collaborative environment, DMCA might be your perfect fit.<h3 class="jobSectionHeader">
What You'll Do
</h3>This dynamic, essential role combines exceptional client service and sales with detailed legal support, ensuring our clients receive compassionate guidance from intake through case completion.<h4 class="jobSectionHeader">
Client RelationsSales Engine</h4><ul><li>
Serve as one of the first friendly faces (and voices), greeting and guiding clients with warmth and professionalism-on the phone, virtually, and in person.</li><li>
Convert leads into new consultations and cases through timely follow-up, exceptional service, and persuasive communication.</li><li>
Take payments, open new cases, and ensure accurate financial tracking and record-keeping.</li><li>
Schedule appointments and manage multiple attorney calendars with precision.</li><li>
Flag urgent issues, help resolve client concerns creatively, and support clients with clear, informed, and compassionate communication.</li></ul><h4 class="jobSectionHeader">
LegalAdministrative Support</h4><ul><li>
Assist in preparing complex legal documents including briefs, motions, and filings for EOIR, USCIS, and federal court, under attorney supervision.</li><li>
Use case management systems to manage and update client data and maintain critical case deadlines.</li><li>
Coordinate directly with clients to gather necessary documents and provide case status updates.</li><li>
Research procedures related to challenging immigration issues.</li><li>
Communicate with government agencies including USCIS, EOIR, ICE, and federal courts.</li></ul><h3 class="jobSectionHeader">
Who We're Looking For</h3>
We need a candidate who brings passion, precision, and people-skills to the table:<ul><li>
Bilingual in English and Spanish: This is absolutely required.</li><li>
Friendly, persuasive, and confident in communicating with potential and existing clients.</li><li>
Detail-oriented, organized, and resilient under pressure, able to manage multiple priorities and deadlines with grace.</li><li>
Tech-savvy (comfortable with Microsoft Word, Outlook, and Excel-intermediate level-and learning new office tools).</li><li>
Passionately about immigration and making a tangible difference.</li><li>
Available full-time, Monday&ndash;Friday, 8 a.m.&ndash;5 p.m.</li></ul>
Bonus Points: 6+ months of experience in sales, client intake, or payment handling, a Bachelor's Degree, or experience in immigration law (especially removal defense).<h3 class="jobSectionHeader">
Why You'll Love It Here</h3><ul><li>
Meaningful Work: You're not just moving paper-you're helping people start their immigration journey and build better futures every single day.</li><li>
Growth-Friendly: We invest in your professional development, leadership potential, and offer mentorship that matters from seasoned attorneys.</li><li>
Team Culture: We work hard but keep it collaborative, curious, and caffeinated. You'll join a team that truly supports each other and celebrates wins.</li></ul><h3 class="jobSectionHeader">
PerksBenefits</h3><ul><li>
Competitive hourly pay/salary that reflects your experience and dedication.</li><li>
100% employer-paid medical insurance + optional dentalvision.</li><li>
Employer-paid life and long-term disability insurance.</li><li>
401(k) with employer 100% matching contributions.</li><li>
Generous PTO, paid vacation, and paid holidays to recharge and reset.</li></ul></div>

Client Relations Specialist & Legal Assistant

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