Intake Specialist

Protection Mandate Limited

. Respond to incoming calls and inquiries from prospective clients .

Posted 9/15/2026full-timeRemote • Kentucky • United StatesJuniorMid-Level💰 $18 - $22 per hourWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates strong communication and persuasive sales skills while effectively managing client relationships and case evaluations. Proven ability to meet performance goals in a fast-paced, goal-driven environment.

Highest-signal resume keywords

Sales ExperienceCustomer Service ExperienceStrong Communication SkillsData Entry SkillsBilingual (English/Spanish)

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

Case EvaluationDocument OrganizationData AnalysisTyping (40+ WPM)Goal Achievement

Soft Skills

EmpathyPersuasive CommunicationAttention to DetailOrganizational SkillsRelationship Building

Tools & Technologies

Case Management System

Certifications & Qualifications

High School Diploma or GED

Industry Keywords

Legal IntakePersonal InjuryConsultative Sales TechniquesPerformance-Based Environment

About the role

Key responsibilities & impact

Respond to incoming calls and inquiries from prospective clients
Gather and document case details accurately and efficiently
Evaluate potential cases and determine fit and viability
Ensure each caller feels heard, supported, and confident in next steps
Guide prospective clients through the sign-up process
Build rapport and convert qualified leads into signed clients
Utilize persuasive communication and consultative sales techniques
Meet or exceed monthly performance and conversion goals
Collaborate with the intake management team on case evaluation decisions
Maintain strong relationships with clients and internal teams
Ensure timely follow-up and consistent communication
Enter and maintain accurate data in the firm’s case management system
Upload and organize documents and client information
Perform additional tasks as assigned

Requirements

What you’ll need

2+ years of experience in sales, call center, or customer service
Strong communication skills (verbal and written)
Ability to balance empathy with persuasive sales skills
Comfortable working in a goal-driven, performance-based environment
Ability to multi-task while typing (40+ WPM)
Highly organized with strong attention to detail
Willingness to work evenings, weekends, and flexible schedules as needed
High School Diploma or GED required
Preferred: Bilingual (English/Spanish)
Preferred: Experience in legal intake or personal injury
Ability to sit for extended periods and use hands and fingers for computer and office machine use, including repetitive motions
Close vision for reading and data analysis
Ability to stand and walk occasionally
Ability to perform light lifting of up to 10-25 pounds
Clear speaking and hearing abilities to communicate
Authorization to work in the U.S. is verified through E-Verify after accepting a job offer and completing Form I-9

Benefits

Comp & perks

Competitive compensation (base + performance incentives)
Medical Insurance
Dental Insurance
Vision Insurance
Flexible Spending Account (FSA)
Health Savings Account (HSA) with employer contributions
Employer-paid Life and AD&D Insurance
Voluntary Life Insurance options
Employer-paid Short-Term & Long-Term Disability
Employee Referral Bonus Program
401(k) with company match
Reasonable accommodation is available for qualified individuals with disabilities in accordance with applicable federal, state, and local law