Bilingual Intake Representative
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About the Role
We are seeking a full-time, remote Bilingual Intake Representative to serve as the face and voice of our firm. As the first point of contact for prospective and current clients, you will play a critical role in gathering initial case details, verifying insurance, and ensuring a seamless, empathetic experience for individuals seeking legal representation.
Key Responsibilities
• First Point of Contact: Answer incoming phone calls promptly, professionally, and empathetically in a fast-paced environment.
• Case Intake & Data Entry: Conduct thorough intakes, gathering precise incident details, demographic data, and insurance information.
• Insurance Verification: Perform initial insurance verification to confirm policy limits and coverage specifics.
• Scheduling & Coordination: Schedule consultations and follow-up appointments, liaising directly with attorneys and case management staff.
• Client
Experience:
Guide clients through the intake process, answer questions clearly, and deliver exceptional, respectful service.
• System Documentation: Accurately input and update all client records, intake notes, and files in the firm's case management software. Required Qualifications ✅English/Spanish Fluency ✅ High School Diploma (Legal or healthcare administrative coursework is a plus) ✅ Outstanding verbal & written communication with excellent phone etiquette ✅ Fast typing skills with high data entry accuracy ✅ Experience in legal/medical intake, customer service, or call centers ⭐ Bonus Points: Knowledge of insurance verification, patient registration, or medical terminology Preferred Qualifications & Background
• Industry
Experience:
Prior experience in legal intake, medical office intake, customer service, or high-volume call center environments.
• Medical & Insurance Knowledge: Familiarity with Insurance Verification, Patient Registration, and Medical Terminology related to injury claims.
• Specialized Training: Coursework or certifications in legal studies, healthcare administration, or related fields are a plus.
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