Bilingual Senior Intake Specialist

About the role

Jacoby & Meyers, the nation’s preeminent consumer‑protection law firm since 1972, is seeking a Bilingual Senior Intake Specialist to join its fully remote team. In this role you will be the first point of contact for prospective clients seeking legal help, using your sales and customer‑service skills to assess case viability, build rapport, and convert qualified leads into retained clients while embodying the firm’s mission to make the legal system more accessible.

Responsibilities

• Serve as the first point of contact for leads seeking legal assistance through one of our communication channels (no cold calling – all leads have asked us to contact them or are calling us).
• Evaluate the potential viability of cases based on gathered information and the qualifications of our partner firm.
• Make a great and lasting impression on clients and potential clients.
• Follow‑up with callers in a consistent and respectful manner.
• Maintain accurate and organized records of all client interactions, case details, and related documents; input data into case management systems or databases for easy access and retrieval.
• Refer clients with non‑personal injury cases to partner law firms.
• Convert 95% of qualified leads into retained clients by using sales skills to build rapport and explain the value Jacoby & Meyers provides.
• Participate in continuous guided and self‑directed training to stay updated on procedures, terminology, and best practices for client interaction.

Requirements

• 4+ Years of Experience with legal intake, paralegal work, or auto insurance sales.
• Bilingual fluency in Spanish is required.
• Excellent verbal communication skills.
• Empathetic, caring and persuasive communication skills.
• Conflict Resolution Skills: Ability to handle and defuse potential conflicts with callers while maintaining a professional demeanor.
• Apply active listening skills through the ability to comprehend information presented and respond thoughtfully.
• Excellent time management skills to handle all aspects of responsibilities efficiently without compromising service quality.
• Open to constructive feedback and adaptable to changes.

Qualifications

• Basic understanding of personal injury and motor vehicle accident law (considered a plus).
• Bachelor’s Degree a plus.
• Salesforce or similar CRM experience considered a plus.

Skills

• Sales & customer service skills.
• Case assessment and qualification.
• Rapport building and explaining firm value.
• Documentation and record keeping.
• Data entry into case management systems.
• Referral of non‑personal injury cases to partner firms.
• Training participation and continuous learning.

Benefits

• Medical, Dental, Vision and Pet Insurance.
• 401(k) with Company Match.
• Company‑paid Life Insurance and AD&D Coverage, Voluntary Life Insurance.
• Short‑term and Long‑term Disability.
• Employee Assistance and Travel Assistance Programs.
• Paid Time Off, Paid Sick Time, Paid Holidays.
• Health FSA and Dependent Care FSA.
• Accident Insurance.
• Commuter Transportation Incentive.
• Cell Phone and Internet Stipend.
• Fully‑paid parking.
• Learning and Development Programs.
• Remote Positions.

Pay

$25.00/hour – $35.00/hour base pay, plus Bonus Incentive of $1,000+ per month based on sign‑ups.