Intake Specialist (Customer Service Experience) (Chihuahua)

Intake Specialist (Customer Service Experience) (Chihuahua)

26 sep
|
Solvo Global Careers
|
Chihuahua

26 sep

Solvo Global Careers

Chihuahua

Position Title: Intake Specialist

Office Location: MEXICO - CHIHUAHUA

- Working Days: Monday to Friday

• (2) Intakers: Monday–Friday, 11:00 AM–9:00 PM EST

- (1) Intakers: Monday–Friday, 10:00 AM– 8:00 PM EST

• (1) Intaker: Monday–Friday, 12:00 PM–10:00 PM EST

• (1) Intaker: Sunday–Thursday, 10:00 AM–8:00 PM EST

- English Level Required: 8.0 - 9.0

Key Responsibilities

Intake & Client Services

- Conduct consultations for potential cases from new clients who contact the firm through phone calls and online inquiries.
- Demonstrate empathy and efficiency throughout the intake process.
- Sign up new clients electronically over the phone.
- Provide solutions and answers to clients who have questions or concerns.
- Assist potential new clients in scheduling their initial clinic appointments for treatment.

Case Intake & Documentation
- Review new inquiry calls and emails from clients, law firms, lead companies, and clinics.
- Ensure all legal documents are properly processed, signed, and filed.




- Perform data entry by reviewing questionnaires and documentation related to each case.
- Process legal documentation as required.

Client Support & Coordination
- Meet with walk-in clients when needed.
- Communicate with firms to which clients are referred.
- Collaborate with other departments to support client cases.
- Connect existing clients with their legal teams and provide timely solutions for client concerns.
- Assist upset clients while maintaining professionalism and excellent customer service.

Administrative Support
- Ensure phone calls from insurance adjusters and medical providers are directed to the appropriate paralegals and attorneys.
- Protect client information and maintain confidentiality and privacy standards.
- Perform other related duties as assigned.

Education

- High School Diploma or higher.

Skills,

Experience

- Customer service or call center background needed.
- Minimum of 1 year of relevant experience.

📌 Intake Specialist (Customer Service Experience) (Chihuahua)
🏢 Solvo Global Careers
📍 Chihuahua

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