Bilingual Intake Representative - Personal Injury

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.