Bilingual Intake Specialist - Spanish

Overview: We are seeking a highly motivated and detail-oriented Bilingual Client Intake Specialist to join our team. This individual will play a crucial role in managing inbound calls from prospective clients, collecting essential information, and ensuring a smooth intake process. The ideal candidate should be fluent in both Spanish and English, possess excellent communication skills, and have experience working with CRM tools, particularly Salesforce.com.

Responsibilities:

1. Bilingual Communication:
• Provide exceptional communication skills in both Spanish and English.
• Answer inbound calls transferred from the queue, assisting prospective clients with inquiries.
2. Client Data Collection:
• Gather relevant data and information from prospective clients during intake calls.
• Organize and input collected data into the CRM system (Salesforce.com) for attorney review.
3. Calendar Management:
• Effectively manage calendars to schedule appointments and follow-up activities.
• Ensure accurate and timely scheduling of appointments for attorneys.
4. Follow-Up and Outbound Calls:
• Conduct outbound calls to individuals who were initially unreachable.
• Implement a disciplined approach to follow-ups, ensuring comprehensive client engagement.
5. Multichannel Communication:
• Utilize text and email communication channels to correspond with clients and colleagues.
6. Remote Work Environment:
• Work independently in a quiet environment without interruptions during Pacific Standard Time business hours.

Qualifications:

• Proficient in both written and spoken Spanish and English.
• Clear and articulate speaking voice in English.
• Experience with CRM tools, preferably Salesforce.com.
• Strong organizational skills with an ability to manage calendars effectively.
• Excellent communication skills via phone, text, and email.
• Ability to work in a disciplined manner, ensuring follow-ups and outbound calls are conducted promptly.
• Comfortable working remotely and maintaining a quiet workspace.