Intake Specialist

A&A Associate

. Conduct inbound eligibility screenings to assess potential client qualification for immigration services.

Posted 10/22/2026full-timeRemote • Honduras, El Salvador, Guatemala, Colombia, NicaraguaJunior💰 $8 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in conducting eligibility screenings and guiding clients through immigration processes while maintaining a client-centered approach. Proficient in managing client interactions and documentation within a structured, metric-driven environment.

Highest-signal resume keywords

Bilingual Proficiency In English And SpanishCustomer Service ExperienceOutbound Calling ExperienceStrong Communication SkillsOrganizational And Time-Management Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Client Qualification AssessmentData EntryFollow-Up CommunicationIntake Questionnaire AdministrationQuality Assurance Standards

Soft Skills

EmpathyEmotional IntelligencePersuasionInterpersonal SkillsClient-Centered Mindset

Tools & Technologies

Case Management SystemWindows 11MacOSIntel i5 Or AMD Ryzen 5 ComputerUSB Wired Or Wireless Headset

Industry Keywords

Immigration ServicesSales ConsultationLead ConversionClient Engagement TechniquesSOP Compliance

Tech Stack

Tools & technologies

MacOS

About the role

Key responsibilities & impact

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.
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.
Ensure client profiles are accurately completed and maintained in the case management system.
Track and document all interactions, dispositions, and follow-up actions.
Adhere to intake SOPs, quality standards, and compliance requirements.
Collaborate with Sales Consultation leadership to ensure a smooth intake-to-consultation handoff.
Participate in sales contests, training sessions, coaching, and team meetings.
Build knowledge of firm services, immigration processes, and effective engagement techniques.
Perform other duties as assigned.

Requirements

What you’ll need

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 client-centered mindset.
Ability to thrive in a fast-paced, competitive, and metric-driven environment.
Strong organizational and time-management skills.
Intel i5 (8th Gen+) or AMD Ryzen 5 (3000+) or Mac M1+ computer.
Minimum 8 GB RAM and 256 GB SSD.
Windows 11 or macOS.
Two screens required.
USB wired or wireless headset.
Wired internet connection, minimum 20 Mbps.
Minimum 85% QA.
Minimum 15% gross conversion rate.
Minimum 8% answer rate.
Ability to sit for extended periods while using a computer, phone, and other office equipment.
Ability to handle typing and data entry tasks efficiently.

Benefits

Comp & perks

Paid Time Off
Mental Health Days