Customer Service Intake Experience

Customer Service Intake Experience

Company: Blessinger Legal PLLC
Department: Customer Experience
Reports To: CSE Supervisor
Pay: $5–$7/hour USD

Role Overview:

We are seeking a Customer Service Intake Experience to serve as the first point of contact for clients. This role requires strong phone-handling skills, clear documentation, and a professional, empathetic communication style. The ideal candidate has prior U.S.-based customer service or receptionist experience and is comfortable handling multiple inquiries at once, including conducting initial client intake for immigration matters.

Key Responsibilities:

• Handle inbound and outbound client communications via phone, email, chat, SMS, and social media
• Conduct client intake for immigration matters, gathering and documenting relevant information accurately
• Triage calls, log and categorize interactions, and escalate issues when needed
• Provide accurate information about services and next steps
• Follow up proactively with clients and internal staff
• Maintain accurate client records, intake notes, and documentation
• Perform administrative, intake, or outreach tasks during low call volume

Requirements

• 1+ year experience as a receptionist or customer service representative in a U.S.-based company
• Fluent in English and Spanish (spoken and written)
• Experience handling inbound and outbound calls
• Strong documentation, intake, and call‑logging skills
• Ability to manage multiple client interactions at once (up to 3 calls)
• Proficient in Microsoft Office and Google Workspace
• Reliable, proactive, and able to work independently

Preferred Requirements:

• Legal or immigration law experience

• Familiarity with INSZoom or Docketwise