Intake Specialist - Referral Network
Intake Specialist - Referral Network
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Job Description
Tip the Scales of Justice: Guide Clients While Keeping WorkLife Harmony in Check
The key to legal success our client unlocks every victory. In the complex world of legal disputes Your Insurance Attorney holds the key to success. They specialize in turning challenges into triumphs recovering millions in compensation for clients across property injury and insurance disputes. Their legal expertise ensures that every case is handled with precision and care. Working with Your Insurance Attorney means more than just a job; it s an opportunity to be part of a firm that values sustainability selfcare and a positive worklife balance. You ll thrive in an environment that nurtures both professional growth and personal wellbeing ensuring you re equipped for a fulfilling legal career where your contributions truly matter.
Job Overview:
As a Referral Intake Specialist you will be the primary point of contact for potential new clients (PNCs) engaging them with your strong interpersonal skills. You ll provide essential information about our legal services ensuring client satisfaction while supporting prospective and existing clients throughout their legal journey.
Shift: Rotative Shifts: Day Shift (9:00 AM 06:00 PM EST) and Night Shift (2:00 PM 10:00 PM EST)
Work Setup: Onsite Bogot and Medellin
- Handle inbound and outbound leads from Prospective New Clients (PNCs) interested in hiring our firm.
- Conduct indepth initial consultations with PNCs to present and sell our legal services.
- Collect information about PNCs and the matters for which they seek our offices assistance assuring them that our attorneys and staff are wellequipped to address their needs.
- Maintain contact with PNCs who do not attend their consultations and those who do not retain our services after their initial consultation keeping the door open for future engagement.
- Maintain a tracking system to monitor leads new clients and referral sources ensuring that the offices software is up to date. Track metrics related to new client PNCs and sales.
- Actively engage in dialogue and report to management regarding the quality and volume of leads offering constructive feedback and suggestions for process improvements.
- Prepare prospective clients for engagement ensuring that final documents are approved and signed by a licensed attorney in accordance with the ethical rules governing lawyers.
Requirements
A WellArmed Legal Mindset
- English Level: C1
Preferred Education and Experience:
- 23 years of experience in intake or sales of products or services.
- 23 years of experience in Property Casualty or related legal fields.
- Education and/or work experience equivalent to a bachelor s degree is preferred.
- Superior salesmanship and customer service skills.
- Proficiency in calendar programs Microsoft Office and CRM software.
- General knowledge of the legal industry is preferred.
- Fluency in English and Spanish is required.
Plus:
- CRM experience (Plus)
- Salesforce CRM experience (Big Plus)
- Civil law knowledge: Personal injury property damage immigration nursing home negligence health insurance.
- Legal experience (Big Plus)
Benefits
Your Legal Defense for a Balanced Fulfilling and Rewarding Career
- Fiveday work week
- Work items provided (laptop mouse and headset)
- Indefinite term contract
- Five additional vacation days (20 in total) with an option to monetize
- Direct exposure to clients
- Career growth opportunities
- Diverse and supportive work environment
- Prime office locations in Bogot and Medellin
- Upskilling opportunities through Emapta Academy
- Prepaid medical coverage
Your Future Team at Emapta Latam
Join Emapta Latam and contribute to our legacy of transforming global outsourcing. Since 2010 Emapta has pioneered personalized outsourcing solutions empowering businesses to thrive with bespoke teams and seamless integration. Our commitment to excellence is reflected in our stateoftheart facilities competitive compensation and a supportive work environment that fosters professional growth. With over 720 clients worldwide and a team of nearly 7400 talented professionals Emapta continues to set new standards in the industry. Apply now to be part of our success story in Colombia where your skills are valued and your career ambitions are supported.
#EmaptaExperience
A Well-Armed Legal Mindset English Level: C1 Preferred Education and Experience: 2-3 years of experience in intake or sales of products or services. 2-3 years of experience in Property Casualty or related legal fields. Education and/or work experience equivalent to a bachelor s degree is preferred. Superior salesmanship and customer service skills. Proficiency in calendar programs, Microsoft Office, and CRM software. General knowledge of the legal industry is preferred. Fluency in English and Spanish is required. Plus: CRM experience (Plus) Salesforce CRM experience (Big Plus) Civil law knowledge: Personal injury, property damage, immigration, nursing home negligence, health insurance. Legal experience (Big Plus)
Employment Type
Full Time
