Client Intake Specialist

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

📋 Description

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

• Accurately verify client information

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

• Arrange 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 difficult conversations

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

• Meticulously document each interaction in the CRM

• Aid 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 skills

• Proven empathy and emotional intelligence

• Capability to handle emotionally charged discussions in a professional manner

• High attention to detail

• Ability to adhere to strict compliance guidelines

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

• 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 and distraction-free workspace

• Dependable, wired Ethernet internet connection

• Reliable power backup solution

• Successful completion of a mandatory background check

• Applicants must complete all stages of the hiring process

🏝️ Benefits

• Company-provided equipment

• Weekly payments in arrears

• Fully remote work from home

• Full-time schedule of 40 hours/week