Job Description
This is a remote position.
Role Overview
We are seeking a detail-oriented, empathetic, and responsive Intake Specialist to manage phone-based consultations, assess case qualifications, and coordinate onboarding steps. This role requires strong communication skills, excellent multitasking, and accuracy in documentation. Spanish-speaking candidates are highly preferred.
Key Responsibilities
Answer inbound calls and conduct intake conversations to assess qualifications.
Evaluate cases using scripts and criteria; forward qualified leads for review.
Send, collect, and track required documents.
Input accurate data into intake / case management systems.
Open new files, assign tasks, and track onboarding progress.
Maintain records and complete daily follow-ups with prospective clients.
Schedule (Eastern Time Zone)
Wed–Thu : 3 : 30 PM – 10 : 30 PM
Fri : 3 : 30 PM – 9 : 00 PM
Sat–Sun : 9 : 00 AM – 9 : 00 PM
Requirements
Ideal Candidate
2+ years in customer service, call center, intake, or front-desk roles.
Strong spoken English (neutral / American accent required).
Spanish fluency strongly preferred.
Empathetic phone demeanor; calm under pressure.
Tech-savvy with strong attention to detail; able to learn new systems quickly.
Quiet, distraction-free workspace with dual-monitor setup.
Reliable internet connection suitable for VoIP calling.
Experience in legal or healthcare intake is a plus.
Benefits
Employee Benefits
Supplemental Pay Types
Requirements
Ideal Candidate 2+ years in customer service, call center, intake, or front-desk roles. Strong spoken English (neutral / American accent required). Spanish fluency strongly preferred. Empathetic phone demeanor; calm under pressure. Tech-savvy with strong attention to detail; able to learn new systems quickly. Quiet, distraction-free workspace with dual-monitor setup. Reliable internet connection suitable for VoIP calling. Experience in legal or healthcare intake is a plus.
Specialist Bilingual • Manila, 00, ph