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Bilingual Intake Specialist

Your Legacy Legal Care

Houston, TX

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JOB DETAILS
SKILLS
Calendar Management, Call Centers, Communication Skills, Customer Relationship Management (CRM), Customer Relationship Management (CRM) Systems, Customer Support/Service, Dental Insurance, Detail Oriented, Health Insurance, Multilingual, Multitasking, Organizational Skills, Quality Management, Sales Qualification, Spanish Language, Telephone Skills, Training/Teaching, Vision Plan
LOCATION
Houston, TX
POSTED
30+ days ago
Benefits:
  • Health insurance
  • Paid time off
  • 401(k)
  • 401(k) matching
  • Competitive salary
  • Dental insurance
  • Training & development
  • Vision insurance

Position Overview 
We are seeking a highly motivated Intake Specialist who excels on the phone, thrives in a fast‑paced environment, and enjoys connecting with people. This role focuses on scheduling appointments, following up with leads, and ensuring every caller has a positive, professional experience.


Spanish-speaking ability is required — strong communication skills and confidence on the phone are the top priorities.


Key Responsibilities


  • Answer inbound calls promptly and professionally, providing excellent customer service

  • Make outbound calls to warm leads, missed inquiries, and follow-up lists

  • Schedule appointments accurately and efficiently using our internal systems

  • Qualify leads by gathering essential information and determining next steps

  • Document all interactions clearly and consistently in the CRM

  • Maintain high call quality and a friendly, solution-focused tone

  • Support the intake workflow, ensuring no lead is missed or left without follow-up

Qualifications


  • Strong phone presence and confidence speaking with a wide range of people

  • Spanish bilingual ability

  • Organized, detail-oriented, and able to manage multiple tasks at once

  • Comfortable with technology, CRM systems, and appointment scheduling tools

  • Self-motivated, reliable, and able to work independently

  • Prior experience in intake, customer service, call centers, or scheduling is helpful but not required

What Success Looks Like


  • High call answer rate

  • Consistent follow-up on all leads

  • Accurate and efficient appointment scheduling

  • Positive feedback from callers and team members

  • Strong contribution to overall lead conversion


About the Company

Y

Your Legacy Legal Care

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