Client Welcome Specialist

hace 2 días

Zona Centro BC, México Cyber City Call Center A tiempo completo $250,000 - $360,000 al año

The Role

We are seeking a confident, detail-oriented Client Welcome Specialist to be the vital first

touchpoint for new clients immediately after intake is signed. You will create

connections while ensuring comprehensive intake documentation and case viability

assessment. This role is the foundation of client loyalty and case

success—you'll create the first impression that sets the tone for the entire client

experience.

What You Will Do

 Take over client communication immediately after intake signing with

professionalism, building genuine conversation.

 Listen to clients' experiences, acknowledge their concerns, and ensure they feel

heard and respected throughout the case process.

 Reassure clients they made the right choice and are in good hands.

 Conduct thorough intake interviews to gather comprehensive case details,

accident information, and all relevant parties/witnesses/insurance details.

 Complete detailed intake questionnaires in the case management system with

accuracy and attention to detail.

 Ask probing follow-up questions to uncover critical facts and identify important

case details

 Verify statute of limitations compliance and assess overall case viability against

firm standards

 Request & collect necessary documents (accident reports, insurance information,

photographs, medical records)

 Provide personalized follow-up via phone, text, and email to encourage prompt

client cooperation and document collection

 Maintain detailed case notes documenting concerns, special circumstances, and

client interactions.

What We're Looking For

● Natural ability to build instant genuine connections.

● Professional demeanor with genuine interest in helping people

● Excellent communication skills and phone presence

● Strong organizational skills and attention to detail

● Computer proficiency and ability to learn new software

● Ability to multitask while maintaining personal touch

● Professional demeanor with strong interpersonal and communication skills.

● Bilingual (Spanish/English)

● Ability to type at least 50 WPM

Preferred (Not Necessary):

 Experience in roles requiring relationship-building (hospitality, healthcare, social

services)

 Background in counseling, coaching, or client success roles

 Prior experience in legal intake, medical intake, or insurance claims

Equal Opportunity Employer Statement

The Company is an equal opportunity employer and considers all qualified applicants

without regard to any characteristic protected under applicable federal, state, and/or

local law or ordinance, including, without limitation, race, color, religion, sex, gender,

gender identity, gender expression, pregnancy, childbirth, breastfeeding or related

medical conditions, marital status, registered domestic partner status, family-care

status,

veteran status, military status, age, national origin or ancestry, physical or mental

disability, medical condition, genetic information, or sexual orientation.

Job Type: Permanent

Pay: $22, $30,000.00 per month

Work Location: In person

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