Intake Specialist – International

Corvia Consulting

. Answer inbound calls and live transfers from marketing partners and the intake team within 12 seconds .

Posted 11/6/2026full-timeRemote • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong verbal communication skills in English and Spanish, with the ability to build rapport and trust with clients. Proficient in lead conversion, documentation accuracy, and following established intake procedures in a remote environment.

Highest-signal resume keywords

Fluent Spoken EnglishSpanish FluencyCustomer Service ExperienceLead Conversion SuccessLegal Case Management Familiarity

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

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

Hard Skills

Data Entry SkillsProblem-Solving SkillsCall ManagementLead QualificationIntake Procedures Knowledge

Soft Skills

Interpersonal SkillsListening SkillsEmpathetic CommunicationTrust BuildingIndependent Work Ability

Tools & Technologies

Lead DocketCRM SystemsElectronic Signature PlatformsTime-Tracking SoftwarePhone Systems

Industry Keywords

Personal Injury IntakeLegal ExperienceClient ConversionTelemarketingCall Center Experience

About the role

Key responsibilities & impact

Answer inbound calls and live transfers from marketing partners and the intake team within 12 seconds
Evaluate prospective clients against the firm's personal injury intake criteria to determine case eligibility
Build rapport and establish trust with potential clients through warm, empathetic, and professional communication
Convert qualified leads into signed clients by obtaining retainer agreements during the initial call whenever possible, particularly for automobile accident cases
Follow up consistently with qualified leads until a definitive decision is reached
Accurately document calls, communications, lead sources, and outcomes in Lead Docket
Refer prospective clients who do not meet the firm's criteria according to established referral procedures
Handle after-hours, overnight, and weekend calls from start to finish during assigned shifts
Coordinate with intake team members and overflow services to ensure timely assistance
Follow established intake scripts, call procedures, and escalation guidelines
Maintain working knowledge of the firm's services, practice areas, and intake requirements
Complete structured training covering intake procedures, call scripts, qualification criteria, systems, and practice areas
Report directly to the Intake Lead as part of a 24/7 intake team
Collaborate with marketing and operations teams on lead management, call routing, and conversion efforts
Meet performance expectations for lead conversion, response time, documentation accuracy, follow-up consistency, and client experience

Requirements

What you’ll need

Fluent, confident spoken English with excellent verbal communication skills and a professional phone presence
Spanish fluency required for all shifts except the weekday overnight shift
Strong customer service, sales, or client-facing experience
Ability to establish rapport quickly, build trust, and guide conversations toward a decision
Strong listening, problem-solving, and interpersonal skills
Ability to manage multiple calls and follow-up tasks while maintaining accuracy
Comfortable learning and using phone systems, electronic signature platforms, time-tracking software, and CRM systems
Strong data entry skills and attention to detail
Ability to work independently in a remote environment
Reliable high-speed internet, a headset, and a quiet, dedicated home workspace
Availability to work assigned shifts, including evenings, overnight hours, or weekends in U.S. time zones
Willingness to complete a background check, where feasible
Previous legal experience is helpful but not required
Previous experience in personal injury intake or working with a personal injury law firm preferred
Demonstrated success converting prospective clients into signed retainers or agreements preferred
Previous sales, telemarketing, call center, or customer service experience preferred
Legal education or a law degree from the candidate's home jurisdiction preferred
Familiarity with Lead Docket or similar legal case management and CRM platforms preferred

Benefits

Comp & perks

Commission bonuses for every successfully signed case
Comprehensive training provided
Remote work arrangement
Full-time, 40 hours per week
Assigned eight-hour shifts with a one-hour break