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Recruit WA

Intake Specialist

Recruit WA

. Obtain appropriate and pertinent information from potential clients .

Posted 9/26/2026full-timeRemote • United StatesJunior💰 $21 per hourWebsite

About the role

Key responsibilities & impact
  • Obtain appropriate and pertinent information from potential clients
  • Encourage potential clients to sign legal agreements when leads meet criteria
  • Follow up with qualified leads and assist with electronic execution of agreements
  • Answer potential client questions over the phone
  • Escalate calls to a supervisor or attorney when legal questions arise or objections cannot be addressed
  • Address potential client inquiries, concerns, and issues in a timely and professional manner
  • Act as a liaison between potential clients and attorneys
  • Ensure attorney intake forms and documents are completed, signed, and filed correctly
  • Gather additional documentation from clients as needed
  • Handle client information confidentially and in compliance with legal and ethical standards
  • Collaborate with attorneys and staff to ensure a smooth transition from intake to case management

Requirements

What you’ll need
  • 12 months of experience in inside sales, customer service, call center, or related role
  • Strong interpersonal and communication skills, with the ability to build trust and rapport
  • Ability to learn and follow scripts and guidelines
  • High school diploma or equivalent
  • Must have a flexible schedule and be able to work at least one weekend day

Benefits

Comp & perks
  • 3 Weeks Paid Time Off
  • 12 Weeks of Guaranteed Paid Parental Leave
  • Comprehensive Insurance Coverage (Medical, Dental, Vision, etc.)
  • 401(k) Retirement Savings Plan
  • Wellness Initiatives/Employee Assistance Program
  • Rewards and Recognition Programs
  • Career Development Opportunities
  • Bi-weekly Bonuses