Client Intake Specialist

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

📋 Description

• Manage both inbound and outbound communications with new and existing clients.

• Accurately verify client information.

• Articulate the intake process, client journey, and anticipated next steps.

• Coordinate consultations and appointments.

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

• Assist clients who have yet to complete their enrollment.

• Address client concerns and objections with empathy.

• Professionally de-escalate challenging conversations.

• Provide clients with information on processes and next steps without offering professional or legal advice.

• Record every interaction accurately in the CRM.

• Aid clients in obtaining necessary documents and records.

• Escalate complaints and sensitive matters according to established protocols.

• Adhere to established processes, procedures, and compliance standards.

⛳️ Requirements

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

• Proficient in managing both inbound and outbound calls.

• Exceptional verbal and written communication abilities.

• Strong listening skills and problem-solving capabilities.

• Proven empathy and emotional intelligence.

• Competent in handling emotionally charged conversations in a professional manner.

• High attention to detail.

• Ability to adhere to stringent compliance guidelines.

• Capable of typing at least 35 words per minute with accuracy.

• Comfortable navigating multiple applications and windows while speaking with clients and documenting information.

• Ability 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.

• Must have a quiet, distraction-free workspace.

• Reliable, wired Ethernet internet connection is required.

• A dependable power backup solution is necessary.

🏝️ Benefits

• Weekly pay in arrears.

• Company-provided equipment.

• Fully remote work from home.

• Full-time commitment of 40 hours per week.