WFH - Intake Specialist (Bilingual Preferred – Spanish)

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

• Health and Wellness : Comprehensive HMO coverage for you and your dependents.
• Security and Peace of Mind : Group Life Insurance Benefit to safeguard your future.
• Financial Flexibility : Virtual Credit Card for added convenience and purchasing power.
• Work-Life Balance : Generous Paid Leaves to recharge and prioritize personal time.
• Government Benefits : Full support for required government 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.