Insurance Claims Specialist
hace 1 mes
At Emapta, we're not just a legal team - we're a force for justice. With a proven track record of recovering over $750 million for clients across 75,000+ cases, we're dedicated to delivering results that matter. As an Intake Specialist, you'll be the primary contact for potential new clients, guiding them through our legal services and identifying, educating, and supporting them every step of the way.
Key Responsibilities- Handle inbound and outbound leads regarding Prospective New Clients (PNCs) interested in hiring our firm.
- Conduct in-depth initial consultations with PNCs to present and sell our legal services.
- Collect information about PNCs and the matters for which they seek our office's assistance, ensuring they understand our capabilities.
- Maintain contact with PNCs who do not attend their consultation and those who did not retain our services after their initial consultation, keeping the door open for future engagement.
- Maintain a tracking system to monitor leads, new clients, and referral sources, ensuring our software is up to date; track metrics related to new client PNCs and sales.
- Actively engage in dialogue and report to management regarding the quality and volume of leads, offering constructive feedback and suggestions for process improvements.
- In accordance with the ethical rules governing lawyers, the Client Intake Specialist will not provide legal advice or enter into an engagement with a client. Instead, they will prepare prospective clients for engagement, with final documents approved and signed by a licensed attorney.
Proven Track Record: The Experience That Will Help You Turn Cases Around
- English Level: C1
- 2-3 years of experience in intake or sales of products or services.
- 2-3 years of experience in Property Casualty or related legal fields.
- Education and/or work experience equivalent to a bachelor's degree preferred.
- Superior sales and customer service skills.
- Proficient in calendar programs, Microsoft Office, and CRM software.
- General knowledge of the legal industry is preferred.
- Fluency in English and Spanish is required.
No Objections Here Perks That Offer a Verdict of Success and Satisfaction
- Five-day work week
- Work items provided (laptop, mouse, and headset)
- Indefinite term contract
- Five additional vacation days (20 in total), with an option to monetize
- Direct exposure to clients
- Career growth opportunities
- Diverse and supportive work environment
- Prime office locations in Bogotá and Medellin
- Upskilling opportunities through Emapta Academy
- Prepaid medical coverage
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