Client Intake Specialist

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

📋 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 yet to connect with the appropriate team.

• Assist clients who have not finalized their enrollment.

• Listen to client concerns and objections, responding with empathy.

• Professionally de-escalate challenging conversations.

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

• Document every interaction accurately in the CRM.

• Aid clients in obtaining necessary documents and records.

• Escalate complaints and sensitive situations in accordance with established procedures.

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

⛳️ Requirements

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

• Experience managing both inbound and outbound calls.

• Exceptional verbal and written communication skills.

• Strong listening and problem-solving skills.

• Proven empathy and emotional intelligence.

• Capability to manage emotionally charged conversations with professionalism.

• Keen attention to detail.

• Ability to adhere to strict compliance guidelines.

• Proficient typing skills, with a minimum of 35 words per minute accurately.

• Comfortable navigating multiple applications and windows while conversing with clients and recording information.

• Ability to thrive in a fast-paced environment.

• Dependable attendance and availability, particularly during the initial 90 days.

• A quiet, distraction-free work environment.

• Access to reliable, wired Ethernet internet.

• A dependable power backup solution.

• Background check required as part of the hiring process.

🏝️ Benefits

• Company equipment will be supplied.

• Paid weekly in arrears.

• Opportunity to work from home.

• Full-time position, 40 hours per week.