Member Services Intake Specialist

Role Overview:

• Act as the primary liaison for members seeking legal assistance, from initial intake through referral and case progression.
• Conduct comprehensive legal intake interviews, determine service categories, and route matters to appropriate provider law firms.

Key Responsibilities:

• Coordinate attorney consultations, collect documentation, and perform conflict-of-interest checks while maintaining accurate case records.
• Monitor case progress, provide timely updates, and resolve routine concerns while escalating complex issues as needed.
• Build collaborative relationships with provider law firms and internal teams to ensure service-level commitments are met.

Qualifications & Environment:

• Minimum two years of customer service or intake coordination experience, preferably in a regulated industry.
• Strong communication, critical thinking, and organizational skills with proficiency in CRM systems and Microsoft Office.
• Fully remote role requiring professionalism, empathy, and the ability to manage multiple priorities in a fast-paced environment.