intake specialist (csr/bpo agents) | EnglishVirtual Staff LLC

Description:
A Legal Intake Specialist receives and qualifies new and prospective clients for law firms. They are responsible for managing the processes of onboarding new clients and evaluating incoming streams of claims and potential clients.
Job Tasks:
Outbound & Inbound Calling (Cold Calling)
Qualify and Signing up potential clients
Send Retainer Agreement
Follow up old leads and appointments
Email and SMS Campaigns
Request initial documents for cases
Forward qualified clients to attorneys
Reviewing client files to verify all outstanding bill and lien amounts
Negotiate with medical providers to obtain reductions in lien amounts
Facilitating the signing of settlement releases
Assist with the drafting and reviewing of legal documents
Call medical providers to gather initial case information.
Qualifications:
High school diploma or equivalent
At least 2 years of work experience in BPO / Customer Service
Excellent English (oral and written) communication skills with a very good English accent
Strong customer service, persuasion, and critical thinking skills
Proficient with Microsoft Office applications, including Word, Excel, PowerPoint, and Outlook
Ability to work with databases and online technological platforms
Ability to be detail-oriented, diligent, and flexible
Ability to handle conflicting time demands and focus on task completion with little direction or need for supervisory follow-up
Ability to work and maintain patience with diversified individuals of various backgrounds and professional competencies
Committed to maintaining integrity and confidentiality on behalf of clients and the Firm
With own desktop/laptop and a reliable internet connection
Willing to work on Pacific Standard Time (PST) schedule
Must have own Laptop or Desktop (8GB RAM, core 5 above) and with an internet connection of at least 10 Mbps
Skills:
Business Communication including Close-to-perfect accent
Attention to Detail
Time Management
Diligent in making follow-ups
Critical Thinking
Asking the right questions
Customer Service
What do we offer?
Permanent and Stable WFH employment
Competitive Compensation and Benefits
Wi-Fi Subsidy starting on the 3rd month of employment
Healthcare Assistance on the 6th month of employment.
Merit Increase on the 6th month of employment
Pay Rate: $5 - $6 per hour (Depending on skills and experience)
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Virtual Staff LLC

Philippines
US$5.00-6.00 per hour
Permanent
Full-time