Intake Specialist

Essential Responsibilities and Duties Client Intake & Engagement Conduct inbound eligibility screenings to assess potential client qualification for immigration services. Provide a professional, compassionate, and client-focused experience during all interactions. Guide prospective clients through a structured intake questionnaire to identify potential immigration solutions.

Outbound Outreach & Follow-Up Proactively conduct outbound calls to engage prospective clients and promote consultations. Execute timely follow-up communications based on pipeline stage and business priorities. Maintain consistent client contact to support conversion and reduce lead drop-off.

Data Accuracy & Process Management Ensure client profiles are accurately completed and maintained in the case management system. Track and document all interactions, dispositions, and follow-up actions with precision. Adhere to intake SOPs, quality standards, and compliance requirements.

Collaboration & Performance Collaborate closely with Sales Consultation leadership to ensure a smooth intake-to-consultation handoff. Actively participate in sales contests, training sessions, coaching, and team meetings. Continuously build knowledge of firm services, immigration processes, and effective engagement techniques.

Perform other duties as assigned in support of team and organizational objectives. Required Qualifications Minimum 1 year of experience in customer service and sales; outbound calling experience preferred. Bilingual proficiency in English and Spanish (spoken and written) required.