Remote Client Success and Intake Specialist
AO Globe Life
AO Globe Life is seeking a virtual consultant who assesses client needs, explains options, and sustains the relationship after the initial meeting. This role leverages Zoom for interviews and relies on a current tech stack to manage outreach and follow-up.
The position emphasizes strong administrative skills—notes, appointments, and CRM hygiene—while offering a work-from-home setup. The ideal candidate is driven, trainable, dependable, and comfortable on camera.
#J-18808-Ljbffr- ...JT Legal Group APC is seeking a motivated Intake Specialist / Phone Sales Representative for a busy law firm. You will speak with prospective clients, conduct initial screenings, explain services and retainers, and convert qualified leads into retained clients. We offer...Remote workBase plus commissionWork from homeFlexible hours
- ...Modern Family Law in Texas is expanding our intake team, a primarily remote role handling inquiries across email, chat, and web forms, guiding prospective clients through the intake process and ensuring accurate CRM records. You will conduct conflict checks, schedule...Remote workHourly payWork at office
- ...Job Duck seeks a client-focused Intake Specialist to support daily operations and welcome clients seeking legal help. You will handle calls, gather... ...scheduling while maintaining precise records. This role is remote, with a Monday–Friday EST workday and a focus on clear,...Remote workMonday to Friday
- ...Care Options for Kids is seeking a Client Success Associate to manage the end-to-end referral and admission process for private duty nursing in-home services. You will coordinate intake from referral to activation and serve as the liaison among referral sources, families...Remote work
- Jobot is seeking an Intake Specialist for its remotely-based role in Manhattan Beach, CA. The position involves handling inbound calls, conducting intake... ...evaluating cases for Lemon Law claims, with a focus on client service and rapid follow-up. The ideal candidate has 2+...Remote job
- ...Advocates, a growing personal injury law firm with branches across the United States, is seeking an Intake Specialist (Remote) to join our PNW team. You will engage potential clients who have reached out, listen empathetically, and guide them toward signing with our firm...Remote job
$1,150 - $1,220 per month
...potential. We connect you with rewarding, remote job opportunities with US-based... ...seeking a compassionate and detail oriented Intake Specialist to support a legal practice by managing... ...incoming inquiries, connecting with potential clients, and ensuring leads are accurately...Remote workMonday to FridayShift work$20 per hour
...Andrew Pickett Law, PLLC, is seeking an Intake Specialist to greet potential clients, collect case details, and determine next steps in a fast-paced, client... ...leads into clients. The position offers hybrid/remote work, competitive hourly pay starting at $20, and opportunities...Remote workHourly pay- ...Personal Injury Law Firm is seeking a compassionate Intake Specialist to be the first contact for prospective clients in Wisconsin. You will guide conversations,... ...attorneys to ensure a smooth client experience—whether remote or on-site. The role emphasizes empathy, strong...Remote job
- ...Duck LLC in the United States is seeking an Intake Specialist to deliver a professional, responsive first experience to prospective clients. You will manage inbound leads, answer... ...probate, partitions, and personal injury. Remote-friendly, 8:00 AM to 5:00 PM EST, with a...Remote jobFull time
- ...Paycom - ATS is hiring an Advocacy VA Intake Specialist to deliver superior customer service to Veterans disability clients from a remote home office. You will be the main contact for new clients, verify document accuracy, and maintain clear verbal and written communication...Remote workHome office
- Job Duck LLC is seeking a compassionate Intake Specialist to support a legal practice by handling... ...point of contact, helping prospective clients feel heard and supported while collecting... ...details for case evaluation. Work is remote within the United States with standard...Remote work
$17 per hour
...Full-Time VA Disability Intake Specialist (Remote) – $17/hour Maximise your chances of a successful application to this job by ensuring your CV and skills are a good... ...as the primary point of contact for potential clients via phone, email, and online inquiries Explain...Remote workFull timeWork at officeWork from home- ...insurance Location: (Hybrid/Remote) Schedule: Monday–Friday,... ...they deserve. As a VA Intake Specialist , you will be the first point... ...of contact for prospective clients, providing compassionate... ...required in-office training. After successfully completing training,...Remote workFull timeWork at officeWork from homeMonday to FridayFlexible hours
- ...financial services firm is seeking a Sage Intacct Specialist to manage various accounting projects while working remotely. The ideal candidate will have a Bachelor’s... .... Responsibilities include project management, client communication, and collaboration with cross-functional...Remote workHome office
$500 per month
...for their rights and achieve successful outcomes. As an innovative, vertically... ...you. About The Role As the Intake Advocate at Tort Experts, you... ...when interacting with clients. Ability to handle sensitive... ...Requirements Ability to work remotely, and manage time and tasks with...Remote workWork at officeLocal areaImmediate startWork from homeFlexible hours- ...ready to deliver an unmatched client experience at the first touchpoint... ...about the opportunity to work remotely while impacting our firm's client growth and success? Final question: When... ...needs. As our first Global Intake Specialist, you will be the welcoming...Remote workFlexible hours
- ...Downtown Dallas | Hybrid (2 Remote Days After 90 Days) LHH Recruitment Solutions... ...Dallas law firm to identify a Client Intake and Conflicts Specialist to join its Risk Management and New... ...management. Hybrid schedule after successful completion of a 90-day introductory...Remote workWork at office
- ...TravelingMedic is a growing remote services company that helps clients plan and book exceptional travel experiences. We are expanding our team nationwide and seeking a Coordination Specialist to support the planning and coordination process from a fully remote position...Remote workFlexible hours
- ...Intake Specialist Job Description At Washington Auto Law, we are dedicated... ...exceptional service to our clients, ensuring they receive the... ...Washington Auto Law | Fully Remote Position Reports To: Intake... ...contributing to the overall success of the team. Background...Remote workFull timeWork at officeImmediate start
- ...and support each other to achieve shared success. Summary As an Intake Specialist youwill be our first source of contact with our clients, receiving and making calls to interact... ...(English) ~3 years of experience in remote Sales or Intake. ~ Experience in...Remote workFull timeLocal areaWeekend workAfternoon shift
$1,150 - $1,220 per month
...your potential. We connect you with rewarding, remote job opportunities with US-based employers who... ...highly organized, proactive, and personable Intake Specialist to serve as the first point of contact for prospective clients. This role is responsible for managing...Remote workTemporary workImmediate startShift work- ...consultations while providing excellent client service? Can you leverage your... ...to the over 4000 cases we've successfully managed. The Bilingual Immigration Intake Specialist role at Bridger Law Group is... ...to success. Exceptional remote U.S. or global candidates may be...Remote workWork at office
$23 - $25 per hour
...maintaining integrity in every interaction. The Client Success Associate is responsible for managing... ...ensures timely, accurate, and compliant intake operations while serving as a key... ...being of you and your family. Location: Remote in Pennsylvania, New Jersey or Delaware...Remote workWork at office$55k - $60k
...technology. We care deeply about our clients and our employees and are... ...contribute to our collective success. Overview The primary responsibility of a legal intake specialist is to set up and manage the... ...also be available on a fully remote basis, depending on the candidate...Remote workHourly payFull timePart timeSummer workWork at officeLocal area$18 per hour
...Intake / Call Center Representative (Hybrid) - Doral, FL (33172)... ...Adecco is currently assisting a client in their search for an Intake... ...office and 2 days working remotely . The client provides all necessary... ...preferred Ability to successfully pass a background check and...Remote workHourly payTemporary workWork at officeLocal areaMonday to Friday- ...Intake Specialist - Kansas City, Dallas, Cleveland, Portland, Phoenix (Hybrid... ..., quality control over new clients/matters and matter... ...clients/matters for billing success. Responsible for the onboarding... ...Patient Care Representative (REMOTE) Prescription Monitoring Program...Remote workFull timePart timeWork at officeLocal areaWorldwideFlexible hours
$18 per hour
...Intake / Call Center Representative (Hybrid) - Doral, FL (33172)... ...Adecco is currently assisting a client in their search for an Intake... ...office and 2 days working remotely . The client provides all necessary... ...preferred Ability to successfully pass a background check and drug...Remote workHourly payTemporary workWork at officeLocal areaMonday to Friday- ...Mullen Coughlin is a highly successful, fast growing niche law firm... ...incident response to incoming client calls, we thrive in a high... ...health and well-being. The Intake Specialist will work as part of a cohesive... ...This is a full-time, fully remote position eligible for...Remote workFull timeWork at officeHome officeRelocation package
$24 - $26.5 per hour
...Location: Remote — candidates must reside in Colorado, Texas,... ...Opportunity: Based on individual client sign-ups and team... ...and technologically capable Intake Specialist to serve as one of the first... ...experience is not required. Successful candidates may come from backgrounds...Remote workHourly payFull time
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