YOUR NEXT CHAPTER
Call Center Sales Intake Specialist
About the role
• Respond to incoming inquiries via phone, web forms, and chat in real time
• Conduct concise (5–8 minute) discovery calls to gather and assess incident information, injuries, liability, and insurance status
• Apply proprietary scripts and strict qualification criteria to determine whether a case fits partner legal teams
• Perform live warm transfers to partner legal teams or schedule timely callbacks for qualified leads
• Accurately document caller information, case details, and outcomes in Salesforce
• Manage follow-ups for pending leads, maintain an organized pipeline, and re-engage prospects who were not ready to proceed initially
• Strong English communication skills (C1 level), both verbal and written
• Fully bilingual, fluent in both English and Spanish, with the ability to seamlessly support callers in either language
• At least 1 year of experience in a high-volume call center, customer service, or medical/legal office environment
• Exceptional verbal communication skills with the ability to mirror a caller’s tone, demonstrate empathy, and build rapport quickly
• Sales-minded approach focused on educating callers and guiding them toward taking action on their personal injury matter
• Tech-savvy and comfortable typing 45+ WPM while speaking with callers and navigating multiple software platforms simultaneously
• Ability to work independently from a home office with stable, high-speed internet and a quiet, professional workspace
• Must have a laptop or desktop computer with a minimum of 16GB RAM and an Intel Core i5 processor or higher
• Must have a stable internet connection with a minimum speed of 25 Mbps
• Available to work U.S. business hours
• Willingness to use time-tracking software
• This position is only open to candidates located in LATAM
• Resumes must be submitted in English
• Performance based incentives
• 100% remote work environment
• 10 paid time-off (PTO) days per year
• Opportunity to work closely with leadership and legal professionals in a growing, modern law firm