Bilingual Intake & CSR
Posted 1 week ago
| You will act as a Frontline representative for the firm—handling initial inquiries, following scripts and guidelines, qualifying leads, and routing them appropriately. This is not a high-volume call center role, but rather a thoughtful and structured communication role focused on quality over quantity. |
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Training or Expertise
- Proficiency with CRM platforms (case management systems or client intake tools).
- Advanced Microsoft Office skills (Word, Excel, PowerPoint, Outlook, Teams). Expertise in Microsoft 365 preferred.
- Comfortable using technology and learning new systems quickly.
- Familiarity with U.S.-based legal systems and law firm operations is strongly preferred.
- Multilingual: Fluent in English and Spanish required; Portuguese is a plus.
Experience
- Minimum of 2 years of customer service experience for U.S.-based companies.
- Experience working in a legal or professional services setting preferred.
Required Skills
- Fluency in both English and Spanish (spoken and written).
- Prior experience with inbound/outbound calling, client service, or basic sales in the U.S. market (legal industry experience is a plus but not required).
- Comfort using scripts and structured communication.
- Basic familiarity with Microsoft Office (Outlook, Word, Excel).
- Strong communication and listening skills.
- Ability to follow directions, stay organized, and document information thoroughly.
- Tech-savvy and able to learn CRM and call-tracking systems quickly.
- Professional phone etiquette and a consultative, friendly tone.
WAGE COMPENSATION
Monthly Base Compensation: $1,200 USD (Independent Contractor)
Potential Incentive: Around $100 USD per qualified lead that converts into a closed case
Schedule: Monday to Friday, 9:00 AM – 6:00 PM EST (some flexibility may be considered)Equipment: Contractor must provide their own computer and reliable internet connection
Internet costs to be covered by the employee
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