Client Intake Specialist

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

📋 Description

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

• Accurately verify client information

• Clarify the intake process, client journey, and anticipated next steps

• Arrange consultations and appointments

• Reach out to enrolled clients who have not engaged with the appropriate team

• Assist clients who have yet to finalize the enrollment process

• Attend to client concerns and objections, responding with empathy

• Professionally de-escalate difficult conversations

• Inform clients about the process and next steps without offering professional or legal advice

• Maintain precise documentation of each interaction in the CRM

• Aid clients in acquiring necessary documents and records when required

• Escalate complaints and sensitive matters following established protocols

• Adhere to established processes, procedures, and compliance regulations

⛳️ Requirements

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

• Proven experience with both inbound and outbound calls

• Outstanding verbal and written communication skills

• Strong listening and problem-solving skills

• Displayed empathy and emotional intelligence

• Capability to manage emotionally charged conversations in a professional manner

• High attention to detail

• Ability to comply with strict guidelines

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

• Comfortable using multiple applications and windows while interacting with clients and recording information

• Ability to perform effectively in a fast-paced setting

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

• A quiet workspace free from distractions

• Reliable wired Ethernet internet connection

• A dependable power backup solution

• Background check required as part of the hiring process

🏝️ Benefits

• Weekly pay in arrears

• Company-provided equipment

• Fully remote work from home

• Full-time position, 40 hours per week