Daniel Marun Burgos
@danielmarunburgos
Bilingual Legal Intake Specialist with 5+ years driving qualified client conversations and fast, compliant intake.
What I'm looking for
I’m a high-energy bilingual Legal Intake Specialist (English C1 / Spanish native) with 5+ years of experience leading structured, conversion-driven conversations in legal, insurance, and high-volume remote environments. I’m comfortable asking direct, targeted questions, handling objections, and guiding qualified prospects through the signing decision with empathy and assertiveness.
In my most recent roles, I’ve led intake and qualification conversations with prospective clients, re-engaged warm leads who hadn’t signed yet, and accurately documented every interaction in CRM. I’ve also driven measurable outcomes—converting 35% of inquiries into confirmed appointments, handling 100+ daily contacts, and maintaining top CSAT scores—while staying compliant by drafting letters of representation, coordinating with attorneys and third parties, and processing underwriting steps end-to-end.
Experience
Work history, roles, and key accomplishments
Client Intake & Scheduling Coordinator
Caliber Collision
Aug 2025 - Apr 2026 (8 months)
Handled 100+ daily inbound and outbound contacts, qualifying cases and converting 35% of inquiries into confirmed appointments while exceeding performance targets in a fast-paced environment. Re-engaged warm leads, used objection-handling techniques to move conversations forward, and prevented scheduling conflicts through accurate CRM documentation.
Legal Intake Specialist
Law Offices of Stephen A. Smith
Mar 2025 - Jul 2025 (4 months)
Led structured legal intake conversations for prospective clients, building rapport with stressed callers and guiding qualified prospects through qualification and signing decisions. Managed bilingual follow-ups across calls, email, and messaging, documented interactions in CRM, and coordinated letters of representation and communications between attorneys and third parties.
Underwriting Assistant
SageSure Insurance
Oct 2023 - Jan 2025 (1 year 3 months)
Processed insurance applications end-to-end by gathering client financial data, verifying documentation, and coordinating with agents and brokers to resolve discrepancies and meet policy deadlines. Maintained accurate CRM records and generated periodic status reports across a high-volume, multi-account portfolio.
Bilingual Customer Service & Sales Agent
Everise
Jan 2021 - Sep 2023 (2 years 8 months)
Managed 80+ daily bilingual inbound calls for Medicare beneficiaries, resolving benefits, claims, and coverage inquiries with consistently top CSAT scores. Exceeded monthly sales conversion targets through consultative communication and was recognized as a top performer for call quality and bilingual service.
Education
Degrees, certifications, and relevant coursework
Universidad de los Andes
Bachelor of Arts, Political Science
2017 - 2023
Earned a B.A. in Political Science from Universidad de los Andes. Received the Ser Pilo Paga scholarship (2017), a full national merit award for top academic performers across Colombia.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Job categories
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