Intake Specialist

About the role

The Intake Specialist will be the first point of contact for new immigration clients, handling calls, in‑person visits, and gathering essential case information. This full‑time, onsite position supports the legal team by ensuring each case starts with accurate and complete data.

Key responsibilities

• Answer phone calls and greet clients visiting the office.
• Collect and record relevant personal and case data.
• Verify basic documentation and explain service policies.
• Schedule appointments with attorneys and administrative staff.
• Maintain clear, empathetic communication with clients throughout the intake process.
• Collaborate closely with legal and administrative teams to ensure data accuracy.

Required profile

• Bilingual in English and Spanish.
• Strong communication and interpersonal abilities.
• Experience in customer service and client intake, including call handling and data entry.
• Basic knowledge of insurance concepts and ability to explain coverage requirements.
• Excellent organization, attention to detail, and proficiency with office tools.
• Proactive, empathetic, responsible, and team‑oriented attitude.

Required skills

• CRM systems proficiency.
• Microsoft Office suite (Word, Excel).