Intake Specialist

The Advocates | Driggs, Bills, and Day PNW

. Speak by phone with potential personal injury clients to understand their needs, make them comfortable, position the firm as a solution, and sign them as new clients .

Posted 10/9/2026part-timeRemote • Washington • United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong client engagement and onboarding capabilities, with a focus on managing high volumes of communication and utilizing lead management software effectively. Bilingual fluency in Spanish enhances the ability to connect with a diverse client base.

Highest-signal resume keywords

Sales ExperienceClient OnboardingLead Management SoftwareBilingual Fluency in SpanishCustomer-Centric Soft-Sales Approach

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

SalesClient OnboardingLead ManagementPipeline ManagementGoal ExceedingCase AssessmentIntake ProcessCommunication Skills

Soft Skills

Customer-Centric ApproachTask ManagementObjection Handling

Tools & Technologies

Lead Management Software

Certifications & Qualifications

Associate's Degree or Higher

Industry Keywords

Personal InjuryProfessional ServicesB2C ExperienceFast-Paced Office Environment

About the role

Key responsibilities & impact

Speak by phone with potential personal injury clients to understand their needs, make them comfortable, position the firm as a solution, and sign them as new clients
Handle a high volume of calls and messages independently while pivoting between tasks
Engage new inbound leads quickly via phone, text, and email
Manage and track the prospect pipeline using lead management software
Schedule and conduct detailed phone interviews to assess case potential
Qualify and sign potential clients, overcome objections using a customer-centric soft-sales approach
Conduct new-client intake and onboarding in lead-management software

Requirements

What you’ll need

Minimum of 2 years in sales, customer success, account management or client onboarding (required)
1+ years' recent experience in a fast-paced office environment (required)
Spanish language skills – bilingual fluency (preferred)
Documented history of exceeding goals and metrics (preferred)
Professional services or B2C experience (preferred)
Associate's degree or higher (preferred)
Ability to work approximately 20 hours per week on the specified Saturday, Sunday, and weekday shifts
Availability to work PST hours