Client Intake Specialist

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

📋 Description

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

• Accurately verify client information.

• Outline 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.

• Address client concerns and objections with empathy.

• Professionally de-escalate challenging conversations.

• Educate clients on processes and next steps, refraining from providing professional or legal advice.

• Accurately document every interaction in the CRM system.

• Aid clients in obtaining necessary documents and records.

• Escalate complaints and sensitive situations following 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 managing both inbound and outbound calls.

• Outstanding verbal and written communication skills.

• Strong listening skills and problem-solving capabilities.

• Proven empathy and emotional intelligence.

• Capable of handling emotionally charged conversations in a professional manner.

• Exceptional 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 documenting information.

• Ability to thrive in a fast-paced environment.

• Consistent attendance and availability, especially during the initial 90 days.

• A quiet, distraction-free workspace.

• Reliable wired Ethernet internet connection.

• A dependable power backup solution.

• Background check is required.

• Must complete all stages of the hiring process.

🏝️ Benefits

• Company-provided equipment.

• Paid weekly in arrears.

• Work-from-home opportunities.

• Full-time position, 40 hours per week.