Intake Specialist - Property Casualty

Shape Lives Deliver Results: A Career Where Legal Expertise Meets Fulfillment

Every case is a story and we write the victories. At Your Insurance Attorney you ll join a legal team with a proven track record specializing in insurance claims personal injury and property damage disputes. They ve recovered over $750 million for clients across 75000 cases ensuring that justice is not just served but won. Picture yourself working with a diverse and driven team of 300 professionals spanning across five states dedicated to delivering results. With a focus on worklife balance personal fulfillment and professional growth Your Insurance Attorney offers a supportive inclusive culture. They stand out by fostering wellbeing harmony and selfcare while helping you thrive both personally and professionally. Join a team where your career and clients futures are equally important.

Job Overview

As an Intake Specialist you will be the primary contact for potential new clients (PNCs) guiding them through the legal services we offer. You ll identify educate and support clients while assisting with their onboarding. Your excellent interpersonal skills will ensure seamless communication and a positive client experience.

• Handle inbound and outbound leads regarding 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 handle their needs.
  
• Maintain contact with PNCs who do not attend their consultation and those who did 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.
  
• In accordance with the ethical rules governing lawyers the Client Intake Specialist will not provide legal advice or enter into an engagement with a client. Instead they will prepare prospective clients for engagement with final documents approved and signed by a licensed attorney.
  

Requirements

Proven Track Record: The Experience That Will Help You Turn Cases Around

• 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 preferred.
  
• Superior sales and customer service skills.
  
• Proficient in calendar programs Microsoft Office and CRM software.
  
• General knowledge of the legal industry is preferred.
  
• Fluency in English and Spanish is required.
  

Benefits

No Objections Here! Perks That Offer a Verdict of Success and Satisfaction

• 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.

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