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Insurance Claim HQ

Intake Advocate

Insurance Claim HQ

. Serve as the first point of contact for VIP referral-source clients.

Posted 10/22/2026full-timeRemote • United StatesMid-LevelSenior💰 $60,000 per yearWebsite

Core Competencies

Role fit
Core Competencies

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

Demonstrates strong client interaction skills with a focus on empathy and professionalism, while providing sound judgment and support to the intake team. Holds a J.D. from an accredited law school and possesses fluency in Spanish, enhancing communication with diverse clients.

Highest-signal resume keywords
J.D. DegreeClient InteractionIntake Call ManagementFluency In SpanishEthical Judgment

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills
Legal KnowledgeIntake ProcessDigital Agreement Management
Soft Skills
Excellent Phone PresencePeople SkillsEmpathyProfessionalism
Industry Keywords
VIP Referral-Source ClientsOn-Call RotationCase Management

About the role

Key responsibilities & impact
  • Serve as the first point of contact for VIP referral-source clients.
  • Conduct brief intake calls, introduce the firm, explain services and next steps, and answer questions.
  • Confirm clients have personally spoken with the firm before countersigning digital agreements.
  • Provide attorney judgment and support to the firm's intake team.
  • Hand new matters off to intake, case management, and the handling attorney.
  • Provide warm, empathetic, and professional client interactions.

Requirements

What you’ll need
  • A J.D. from any accredited law school in any U.S. state.
  • Excellent phone presence and people skills.
  • Comfort working at pace, taking intake calls as they come in through the day, with natural peaks in the afternoon and early evening.
  • Sound judgment, strong ethical instincts, and the honesty to say when you don't know an answer and go find it.
  • Fluency in Spanish is a significant plus.
  • Willingness to take your turn in a shared on-call rotation that includes evenings and rotational weekends.
  • Newly licensed attorneys or recent graduates who have not yet passed the bar exam are welcome.

Benefits

Comp & perks
  • Health insurance
  • Parental leave
  • Professional development assistance
  • Employee appreciation programs
  • A caring leadership with proven trial experience
  • Ongoing opportunities to become a thought leader in the industry
  • Monthly swag program
  • Super high referral bonuses
  • No requirement to generate business ever. The clients come to you.
  • Way more tech forward than most firms. If you can dream it up, we can hire someone to make it happen.