Client Intake Specialist

This is a fully remote position, open to applicants in Alabama.

📋 Description

• Manage incoming and outgoing calls with both new and existing clients

• Accurately verify client information

• Clearly explain the intake process, client journey, and anticipated next steps

• Arrange consultations and appointments

• Follow up with enrolled clients who have not engaged with the appropriate team

• Assist clients who have not finalized the enrollment process

• Address client concerns and objections with empathy

• Professionally de-escalate challenging conversations

• Educate clients on processes and next steps without offering professional or legal advice

• Meticulously document every interaction in the CRM

• Assist clients in obtaining necessary documents and records

• Escalate complaints and sensitive issues according to established protocols

• Adhere to established processes, procedures, and compliance requirements

⛳️ Requirements

• Minimum of 1 year of customer service experience in a phone-based or client-facing role

• Experience in managing both inbound and outbound calls

• Exceptional verbal and written communication skills

• Strong listening and problem-solving capabilities

• Proven empathy and emotional intelligence

• Ability to navigate emotionally charged conversations professionally

• Keen attention to detail

• Capacity to adhere to strict compliance guidelines

• Proficient typing skills of at least 35 words per minute with accuracy

• Comfortable operating across multiple applications and windows while interacting with clients and documenting information

• Capability to thrive in a fast-paced environment

• Dependable attendance and availability, especially during the initial 90 days

• A background check is mandatory as part of the hiring process

• A quiet, distraction-free workspace is essential

• Reliable, wired Ethernet internet connection

• A dependable power backup solution is required

🏝️ Benefits

• Paid weekly in arrears

• Company-provided equipment

• Fully remote work from home

• Full-time schedule of 40 hours/week