Legal Intake Specialist Full-time | 21320

PhilippinesRemoteFull Timemid

Patient Access RepresentativeHealthcare Non-Clinical

1 views0 saves0 applied

Apply Now

Quick Summary

Overview

Please whitelist the domains "lever.co" and "hire.lever.co" with your email provider to make sure you get our emails. Disclaimer: This is a specific job description for the position stated below.

Technical Tools

Patient Access RepresentativeHealthcare Non-Clinical

Please whitelist the domains "lever.co" and "hire.lever.co" with your email provider to make sure you get our emails.

Disclaimer: This is a specific job description for the position stated below. Actual tasks and tools will be discussed further when you reach the final interview stage. Please ensure you apply for the right job based on your location and experience. We prioritize people who can do this successfully!

Wing is on the exciting mission of redefining the future of work for companies worldwide! We are looking to be the one-stop shop for companies that are looking to build world-class teams and place their operations on autopilot.

And we're looking for a Legal Intake Specialist to start immediately!

Responsibilities

~1 min read

→
Answer inbound calls from potential new clients and provide a professional, welcoming first point of contact.
→
Screen and qualify incoming calls to determine whether cases fall within the firm's practice focus using structured client evaluation tools.
→
Clearly communicate the firm's value and explain its legal strategy sessions to potential clients.
→
Schedule legal strategy sessions using the customer management system.
→
Follow up with prospective clients and guide them through the legal intake process.
→
Perform clerical tasks, including paperwork, spreadsheet management, text messages, and email follow-ups.
→
Maintain accurate and timely documentation of client interactions.
→
Organize paperwork and complete data entry to support the new client onboarding process.

Requirements

~2 min read

Demonstrated success in a client-facing customer service or sales role.
Excellent verbal and written English communication skills.
Confident and professional when handling phone conversations.
Naturally compassionate, empathetic, and committed to providing excellent customer service.
Positive, energetic, and motivated by goals and delivering a superior client experience.
Self-motivated, reliable, quick to learn, and proactive.
Detail-oriented with strong organizational skills.
High school diploma required; college coursework or a degree is preferred.
Proficient in Microsoft Office, especially Microsoft Excel.
Able to provide a brief cover letter explaining your qualifications, customer service approach, and interest in the role.
Willing to submit a DISC Assessment for personality evaluation.

USB Headset with Noise Cancellation feature
Working Webcam
Computer with at least 1.8 GHz processor and at least 4GB RAM
Main Internet Service Speed: at least 25 Mbps cable connection
Backup Internet Service Speed: at least 10 Mbps

Applicants must include a brief cover letter explaining why they are a good fit for the position, highlighting their relevant skills, customer service approach, and genuine interest in the role. A DISC Assessment must also be provided for review.

Only qualified candidates will be invited to take the assessment and be scheduled for an interview.

We have other vacancies that might interest your friends and colleagues. They can check us out at our Jobs Website.

You may also refer your friends using our Affiliate Marketing Program and earn up to $30 if your referral is hired.