Intake Specialist
Your Legacy Legal Care, Houston, TX, United States
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
#J-18808-Ljbffr
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
#J-18808-Ljbffr