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Intake Specialist

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Remote

Intake Specialist

Shield Legal

Intake Specialist

Skills

Customer Support

2 months ago

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Important information


Contract type:

Permanent

Salary:

$52,000 – $62,400 / year

Location:

United States

Work mode:

Remote

Published on:

18 August 2026

What they need


Job Summary

We are seeking an energetic and detail-oriented Intake Specialist to join our dynamic team. In this vital role, you will serve as the first point of contact for clients and customers, efficiently managing incoming inquiries and guiding them through the initial stages of service. Your proactive communication skills and technical proficiency will ensure a seamless intake process, providing exceptional customer support and client services. This paid position offers an exciting opportunity to develop your organizational and communication skills while making a meaningful impact on our clients' experience.

Responsibilities

  • Handle inbound calls with professionalism, demonstrating excellent phone etiquette and communication skills in multiple languages as needed.
  • Gather essential client information accurately through data entry and client interviews, ensuring all records are complete and organized.
  • Provide clear, detailed information about services, procedures, and next steps to clients, maintaining transparency and building trust.
  • Support outbound calling efforts to follow up with clients, confirm appointments, or gather additional information as required.
  • Manage customer support inquiries efficiently, resolving issues promptly while maintaining a positive attitude.
  • Utilize Microsoft Office tools to document interactions, update client records, and generate reports for internal review.
  • Demonstrate strong organizational skills by prioritizing tasks effectively in a fast-paced environment while managing multiple client interactions simultaneously.

Qualifications

  • Proven experience in customer service, call centers, or client support roles with strong phone communication skills.
  • Multilingual abilities are highly desirable to serve diverse client populations effectively.
  • Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and general computer skills.
  • Excellent written communication skills with attention to detail in documentation and correspondence.
  • Strong organizational skills with the ability to handle data entry accurately and efficiently.
  • Experience with outbound calling, cash handling, or analysis is a plus but not required.
  • Demonstrated problem-solving abilities in customer service scenarios; patience and empathy are essential.
  • Bilingual capabilities are preferred to enhance client communication across diverse communities.

Join us as an Intake Specialist and become a key player in delivering outstanding client experiences! Your enthusiasm for helping others combined with your technical aptitude will drive success in this rewarding role.

Pay: $25.29 - $30.46 per hour

Benefits:

  • Work from home

Work Location: Remote

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