Member Services Intake Specialist

Job Summary

Serving as the first point of contact for members seeking legal assistance, the full-time remote Member Services Intake Specialist will gather accurate information, assess legal service needs, and facilitate timely referrals to provider law firms while ensuring a compassionate and professional member experience.

Key Responsibilities

• Conduct comprehensive legal intake interviews to gather and verify information regarding members' legal matters and determine appropriate service categories
• Coordinate communications between members and provider law firms, manage case documentation, and provide timely updates throughout the legal process
• Ensure compliance with legal and regulatory standards while maintaining confidentiality and quality in all member interactions

Required Qualifications

• High school diploma or equivalent required; associate's or bachelor's degree in a related field preferred
• Minimum of two years of experience in customer service, intake coordination, or case management, preferably in a regulated industry
• Experience working with attorneys or law firms is preferred
• Knowledge of customer service best practices and legal intake processes
• Proficiency in CRM systems and Microsoft Office applications