Intake Specialist (México)

Intake Specialist (México)

19 ago
|
TrueCare Marketing
|
México

19 ago

TrueCare Marketing

México

This is not a typical call center role.

TrueCare Marketing is looking for strong communicators who know how to connect with people, guide conversations, and confidently ask for the next step.

As an Intake Specialist, you will speak with individuals who have recently been involved in car accidents. Your role is to build trust quickly, ask the right questions, determine whether they meet our qualification criteria, and help qualified individuals complete the signing process with one of our partnered law firms.

This position blends empathy with sales skill. You must be comfortable leading conversations, handling objections, asking for commitment, and moving forward confidently after hearing “no.”

Responsibilities

- Handle inbound calls, warm transfers, and outbound follow-ups with potential claimants
- Lead structured conversations to qualify potential cases and uncover important details
- Build trust with callers who may be stressed, frustrated, injured, or uncertain
- Explain the next steps clearly and guide qualified individuals through the signing process
- Confidently ask for commitment and move conversations toward a decision
- Handle questions and objections naturally without sounding scripted
- Re-engage warm leads who have not yet completed the signing process
- Accurately document caller information and case details while maintaining conversation flow
- Follow all scripts, qualification criteria, and compliance requirements
- Participate in coaching, call reviews, training, and performance feedback
- Maintain organized and timely follow-up activity

Qualifications

- Strong verbal communication and people skills
- Confident and comfortable leading phone conversations
- Able to balance empathy with assertiveness
- Comfortable asking direct questions and requesting commitment
- Able to handle rejection without becoming discouraged
- Naturally curious and able to ask thoughtful follow-up questions
- Coachable, dependable, and open to feedback




- Able to stay organized while managing multiple conversations and follow-ups
- Comfortable working in a fast-paced, performance-driven environment
- Strong attention to detail and accurate documentation skills
- Fluent in English with clear spoken and written communication

Preferred Experience The following experience is helpful but not required:

- Sales or appointment-setting experience
- Inbound or outbound call center experience
- Experience handling objections or closing conversations
- Personal injury or legal intake experience
- Healthcare or other customer-facing experience
- Previous remote-work experience
- Bilingual English/Spanish communication skills

What Success Looks like

- You keep conversations focused without sounding robotic or overly scripted
- You quickly build trust and make callers feel heard
- You confidently guide qualified individuals toward the next step
- You handle objections without becoming pushy or losing empathy
- You consistently convert qualified conversations into signed clients
- You accurately document every conversation and complete follow-ups on time
- You respond positively to coaching and continuously improve your performance

Equipment & Work Environment Requirements

- Reliable computer
- Reliable high-speed internet connection
- Professional wired or USB headset—no Bluetooth headsets
- Quiet, private work environment
- Reliable backup internet or power plan, where applicable

What We Offer

- Fully remote work environment
- Structured onboarding and role-specific training
- Ongoing coaching, call reviews, and performance support
- Base compensation plus performance-based incentives
- Clear performance expectations and opportunities for advancement
- Supportive, accountable, and results-driven team environment

Additional

- Schedule: 10:00 AM–9:00 PM EST
- Work Location: Remote
- Position Type: Full-time; different shifts are available within operating hours

If you are a confident communicator who can connect with people, handle objections, and guide conversations toward action, we encourage you to apply.

📌 Intake Specialist (México)
🏢 TrueCare Marketing
📍 México

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