Intake Specialist

• Conduct inbound eligibility screenings to assess potential client qualification for immigration services.
• Provide a professional, compassionate, and client-focused experience during all interactions.
• Guide prospective clients through a structured intake questionnaire to identify potential immigration solutions.
• Conduct outbound calls to engage prospective clients and promote consultations.
• Execute timely follow-up communications based on pipeline stage and business priorities.
• Maintain consistent client contact to support conversion and reduce lead drop-off.
• Ensure client profiles are accurately completed and maintained in the case management system.
• Track and document all interactions, dispositions, and follow-up actions.
• Adhere to intake SOPs, quality standards, and compliance requirements.
• Collaborate with Sales Consultation leadership to ensure a smooth intake-to-consultation handoff.
• Participate in sales contests, training sessions, coaching, and team meetings.
• Build knowledge of firm services, immigration processes, and effective engagement techniques.
• Perform other duties as assigned.

Explore Intake Specialist at A&A Associate. Review requirements and application details.