Bilingual Intake Specialist
Full Time • Houston
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.
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
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Answer inbound calls promptly and professionally, providing excellent customer service
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Make outbound calls to warm leads, missed inquiries, and follow-up lists
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Schedule appointments accurately and efficiently using our internal systems
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Qualify leads by gathering essential information and determining next steps
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Document all interactions clearly and consistently in the CRM
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Maintain high call quality and a friendly, solution-focused tone
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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
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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
Compensation: $40,000.00 - $48,000.00 per year
About Us
Since tomorrow is promised to no one, it is imperative that everyone have their estate plan in place. And honestly, you plan because you have someone you love. Protecting your loved ones and all that is valuable to you can only be accomplished with a comprehensive estate plan through the creation of a will, trust, or another estate planning tool. We have the unique ability to help you in that endeavor so that you are prepared for whatever the future may bring.
At Your Legacy Legal Care®, we believe that our approach to estate planning is the most efficient and effective way to protect the rights and interests of you and your loved ones. Representing individuals throughout the Greater Houston area, we strive to provide our clients with the professional, skilled services they need and deserve. From simple wills to complex family business succession plans, we have the experience necessary to meet all estate planning needs.
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