Source Job

US 4w PTO

  • Speak with potential clients to understand their needs and sign them as new clients, using a soft sales approach.
  • Work independently to handle a high volume of calls and messages, managing and tracking prospect pipeline.
  • Conduct detailed phone interviews to assess case potential and conduct new client intake and onboarding.

Sales Customer Success Account Management Client Onboarding Spanish

20 jobs similar to New Intake Specialist (Remote)

Jobs ranked by similarity.

US 3w PTO

  • Work independently to handle a high volume of calls and messages, engaging new inbound leads quickly via phone, text, and email.
  • Schedule and conduct detailed phone interviews to assess case potential, qualifying and signing potential clients using a soft sales approach.
  • Manage and track prospect pipeline with lead management software, meeting staffing needs for a Wednesday-Sunday shift.

The Advocates is a growing personal injury law firm with branches across the United States. We are dedicated to representing victims of accidents with kindness and respect, and our team genuinely cares about getting the best results for our clients.

Georgia United States

  • Act as the first point of contact for prospective clients, guiding them through the intake process and qualifying leads.
  • Schedule consultations, manage client information in Neos, and convert qualified prospects into signed clients.
  • Coordinate with the legal team to ensure a seamless, professional, and client-focused experience from initial contact to onboarding.

Job Duck connects talented individuals with remote job opportunities from US-based employers. They've earned the Great Place to Work Certification every year since 2022 and emphasize a fantastic work culture.

Latin America Europe 2w PTO

  • Handle inbound calls from potential clients, qualifying leads and booking consultations with empathy and professionalism.
  • Complete intake documentation accurately in Lawmatics and follow up with leads to keep them engaged until their appointment.
  • Participate in weekly coaching sessions to improve conversion skills and meet a target of 15 booked consultations per week.

Veta Virtual is a remote staffing company that hires for law firms, including a firm specializing in family law, criminal defense, and estate planning. They offer a supportive culture through remote teams and value reliability, empathy, and results.

US

  • Act as the first point of contact for potential claimants, managing inbound leads via phone, text, and email.
  • Conduct prompt outreach to new leads using Salesforce and ZenDesk, and guide them through the onboarding flow.
  • Identify eligible leads and maintain accurate records of interactions to meet conversion goals.

Advocate empowers Americans to obtain government support by reducing wait times and bureaucratic obstacles in the benefits application process using AI and machine learning. They are a fully remote, small team of EDPNAs and case managers with a mission-driven culture.

US

  • Answer, screen, and route incoming calls to the appropriate team member and take messages or transfer calls to voicemail when staff are unavailable.
  • Log phone calls and upload documents into the online document management system, and provide clerical support including faxing, copying, and file organization.
  • Maintain regular communication with clients, obtain insurance coverage information, follow up on medical treatment, and request medical records from providers.

The Ward Law Group is an award-winning personal injury law firm dedicated to changing lives one client at a time. Recognized as one of the Best Places to Work for consecutive years, we foster a collaborative, innovative, and high-accountability culture where every team member is empowered to make a meaningful impact.

Europe Latin America 2w PTO

  • Handle inbound calls from potential clients with empathy, professionalism, and active listening.
  • Qualify leads by gathering relevant information and scheduling consultation appointments.
  • Maintain accurate intake documentation within legal CRM systems.

The partner company provides legal support services, connecting individuals with legal resources through a consultative intake process. It operates remotely with a supportive culture that values reliability, empathy, and performance.

$70,000–$90,000/yr
US

  • Schedule appointments with clients
  • Help clients apply for coverage
  • See application through approval

The Edelson Agency is an insurance brokerage seeking remote sales representatives to help clients apply for coverage. They foster a supportive team environment with daily training and a large support system of fellow agents.

Global

  • Handle warm inbound leads and guide families through the sales process with clarity and empathy across phone, text, and email.
  • Manage returning leads, follow-ups, and contribute to queue coverage to ensure no family falls through the cracks.
  • Hit performance targets and maintain strong conversion outcomes while moving across HubSpot, Aircall, GSuite, and Slack.

Meadow is building the modern funeral home, transforming the fragmented and offline end-of-life care industry. In under two years, they've become California's largest independent funeral home with an 80+ NPS, powered by a global team grounded in high standards, deep empathy, and meaningful work.

Philippines

  • Handle inbound and outbound calls from clients seeking pre-settlement funding
  • Gather accurate case information and assess eligibility
  • Coordinate with attorneys and law firms to collect documentation

Arvios provides pre-settlement funding services to clients. They emphasize a remote work culture and offer leadership development programs.

Global

  • Manage approximately 120 active personal injury cases independently, handling client communication and documentation.
  • Draft and negotiate letters of representation and claims with insurance companies using Filevine.
  • Support end-to-end case management with autonomy and proactive problem-solving in a remote environment.

NextLaw is the Pacific Northwest’s highest-rated criminal and personal injury firm, providing exceptional legal services led by former prosecutors with over 25 years of experience. The team is built on integrity, empathy, and results-driven advocacy, serving thousands of clients.

  • Manage pre-litigation personal injury cases from intake through medical treatment and demand readiness.
  • Serve as the primary point of contact for clients, coordinating medical treatment, insurance communications, and property damage issues.
  • Maintain a high-volume caseload, meet productivity KPIs, and ensure accurate case documentation.

The Ward Law Group is an award-winning personal injury law firm dedicated to helping injured clients receive exceptional legal representation. The firm is recognized as one of the Best Places to Work for consecutive years and emphasizes core values such as faith, accountability, leadership, loyalty, and service.

US

  • Manage pre-litigation personal injury cases from intake through demand readiness.
  • Coordinate medical treatment, insurance communications, and property damage issues.
  • Handle 50+ client communications daily and meet productivity KPIs.

The Ward Law Group is a personal injury law firm dedicated to changing lives through exceptional legal representation. The firm has been recognized as a Best Place to Work and fosters a collaborative, innovative, and high-accountability culture.

US

  • Generate leads through outbound calls and outreach to legal professionals.
  • Set Zoom demonstrations for Account Executives with prospective customers.
  • Work autonomously in a remote environment with a focus on sales development.

Everchron is a legal tech company built by lawyers for lawyers, providing cloud-based case management software for law firms and Fortune 500 companies. Founded in 2012 as a remote-first company, we offer a collaborative culture with opportunities for growth and immediate impact.

US

  • Run discovery calls with firm owners to discuss cost per lead, close rate, and volume they can handle.
  • Turn that discovery into a proof order and close the firm, then manage ongoing relationships to grow their orders.
  • Leverage your attorney license to build trust and carry compliance as a value-add, including TCPA, DNC, and California SB37.

CasesDaily is a software-driven case-acquisition platform for plaintiff personal injury firms. Our team, built by attorneys and intake professionals, works with more than a dozen firms and values peer relationships.

Global

  • Identify and generate new leads while maintaining current account clients assigned to you.
  • Increase sales through cold/warm calling, email marketing, and social media to educate potential clients on Pirsonal's platform.
  • Manage and generate meetings from inbound and outbound marketing leads and deep research.

Pirsonal helps companies accelerate sales and increase engagement by evoking reactions from segmented audiences through multimedia individualization and marketing automation. They are a small team with members in Asia, Europe, and Latin America, focused on making this technology accessible globally.

  • Meet virtually with clients who have requested information and understand their needs.
  • Guide clients through the enrollment process with professionalism and build lasting relationships.
  • Maintain accurate client records and follow up as needed.

We are a recruiting firm that helps clients who have requested information about financial protection and benefits. We provide comprehensive training, mentorship, and a supportive remote culture for ambitious individuals.

Latin America

  • Work with 500+ hot leads daily across Facebook, Instagram, Whatsapp, and Telegram to convert them into verified users.
  • Build trust and guide users through registration, verification, and initial setup to ensure successful onboarding.
  • Optimize the onboarding journey by improving conversion rates and minimizing drop-offs across the funnel.

SKELAR is a company focused on connecting high-quality users to support global expansion. They are a target-driven organization seeking proactive talents to manage and convert leads.

US

  • Manage a high-volume pre-litigation caseload of personal injury motor vehicle accident cases from intake to demand readiness.
  • Coordinate medical treatment, obtain medical records and bills, and communicate with clients, medical providers, and insurance adjusters.
  • Handle property damage claims and support case progression with accurate documentation.

The Ward Law Group is an award-winning personal injury law firm dedicated to changing lives one client at a time. Recognized as one of the Best Places to Work for consecutive years, they foster a collaborative, innovative, and high-accountability culture.

$27–$32/hr
US 6w PTO

  • Serve as the primary point of contact for prospective families, driving conversion from initial inquiry through enrollment.
  • Manage a high volume of clients, tracking progress in Zoho to ensure consistent movement toward enrollment.
  • Partner with Site/Area Directors and clinical teams to ensure smooth handoffs and service start.

MeBe is a provider of evidence-based therapies for children with autism and other special needs. Their mission is to empower families, professionals, and communities by educating and training them on evidence-based approaches, with a team focused on play-filled, research-based care across multi-disciplines.

Global

  • Handle inbound calls and inquiries with warmth, speed, and precision.
  • Run outbound follow-ups and reactivation campaigns via calls and texts.
  • Quote accurately, confirm details, keep CRM clean, and hit performance targets.

MaidThis is a fast-growing home services company with a fully remote operations and sales team. They support multiple markets with a focus on customer experience, accountability, and results.