v104 - Case Intake Administrator
- Job Duck LLC
- REMOTE
- 5mo ago
- Full-Time
- Remote
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 every year since 2022!
Job Description:
Step into a pivotal role as a Case Intake Administrator with Job Duck, where your expertise will shape the first impression for potential clients. In this position, you’ll be the trusted voice guiding individuals through the initial stages of their legal journey. Your ability to listen carefully, ask insightful questions, and capture essential details will ensure every client receives the attention and clarity they deserve. From scheduling consultations to preparing case files, you’ll be the cornerstone of an efficient and compassionate intake process. If you thrive in a fast-paced environment, excel at communication, and take pride in delivering exceptional service, this role is your opportunity to make a meaningful impact every day.
Responsibilities include, but are not limited to:
Maintain accurate records in CRM systems
Accurately record and organize client-provided details
Schedule consultations with intake attorneys
Serve as the first point of contact for potential clients
Manage and execute the client intake process
Prepare initial case files for review
Evaluate whether callers meet the firm’s criteria for representation
Conduct intake calls and gather essential case details
Collaborate with attorneys and team members to ensure a seamless intake process
Requirements:
Key Skills
Detail-oriented with sharp analytical thinking
Minimum 1 year of prior experience in a customer facing role
Assertive and confident in decision-making
Legal background is a plus
Professional demeanour with a positive, upbeat attitude
Organised and proactive
Software
CRM: Clio, integrated with Salesforce
VOIP: Ring phone system
Microsoft suite
Work Schedule: Monday-Friday (may be required to work on Saturdays)
Call Volume: Very high call volume (50+ per day)
Location: Remote Mountain Standard Time [MST]
Work Shift:
8:00 AM - 5:00 PM [MST][MDT] (United States of America)Languages:
English, SpanishReady 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.