Intake & Consultation Specialist

JOB DUCK IS HIRING AN INTAKE & CONSULTATION SPECIALIST 

For ambitious, culturally diverse, curious minds seeking booming careers, Job Duck unlocks and nurtures your potential. We connect you with rewarding, remote job opportunities with US-based employers who recognize and appreciate your skills, allowing you to not just survive but thrive. As a lifestyle company we ensure that everybody working here has a fantastic time, which is why we’ve earned the Great Place to Work Certification for 4 years!  

Role Overview   

We are looking for a professional, compassionate, and highly organized Intake Specialist to serve as the first point of contact for potential clients. This role is crucial in creating a positive first impression, gathering essential case information, and ensuring callers are properly vetted and scheduled with the appropriate team members. 

Schedule:  

Monday to Friday from 8:00 AM to 5:00 PM MST (USA)  

Your Responsibilities Will Include but Are Not Limited To:  

• Supporting administrative tasks related to client onboarding 
• Communicating with attorneys or team members when a caller requires immediate follow-up 
• Scheduling consultations and ensuring all necessary information is prepared before meetings 
• Vetting callers to determine eligibility, case fit, and next steps based on established criteria 
• Answering and managing incoming phone calls while providing a welcoming and professional experience 
• Maintaining accurate documentation and updating internal systems with intake notes and call details 
• Conducting detailed intake interviews to collect essential information from potential clients 

What We’re Looking For:  

• Previous experience in intake, customer service, or client-facing roles preferred. 
• Strong communication skills with the ability to build rapport quickly. 
• Excellent listening, note‑taking, and information‑gathering skills. 
• Ability to multitask in a fast-paced environment while maintaining accuracy. 
• Professional phone etiquette and a calm, patient demeanor. 
• Familiarity with CRM or case management systems is a plus. 
• Reliable computer setup (laptop/PC, headset, stable internet min. 10 Mbps download / 5 Mbps upload)   
• Quiet, distraction-free remote work environment  

What’s In It for You?   

• Monthly compensation starting from 1150 USD to 1220 USD  
• Paid time off.  
• Referral and annual bonuses.  
• 100% Remote, Full-Time, Long-Term Career Opportunity.  
• Parental leave.  
• Opportunities for professional development and training  
• Dedicated support from our team.  
• A chance to work with clients who share our values.  

Ready to dive in? Apply now and make sure to follow all the instructions via the following link: https://bit.ly/3MtLkub

DISCLAIMER: Every candidate must pass each step in our application process to become part of our team. Ensure you have all the required documentation ready to streamline your application process.