Member Services Intake Specialist

Job Summary

To enhance member experience in a fully remote setting, the full-time Member Services Intake Specialist will serve as the first point of contact for members seeking legal assistance, conducting comprehensive intake interviews, coordinating communications with provider law firms, and ensuring accurate documentation and timely referrals.

Key Responsibilities

• Conduct comprehensive legal intake interviews to gather and verify member information and determine appropriate legal service categories
• Coordinate communications between members and provider law firms, managing case progress and providing timely updates
• Maintain accurate case documentation and ensure compliance with legal and regulatory standards while safeguarding sensitive information

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 in a regulated industry
• Experience supporting legal services or working with attorneys and law firms is preferred
• Proficiency in customer relationship management (CRM) systems and case management platforms
• Bilingual or multilingual communication skills are preferred