Client Intake Specialist

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

📋 Description

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

• Accurately verify client information.

• Provide explanations regarding 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 not finalized the enrollment process.

• Address client concerns and objections with empathy.

• Professionally de-escalate difficult conversations.

• Educate clients on procedures and forthcoming steps without offering professional or legal advice.

• Meticulously document each interaction within the CRM.

• Aid clients in acquiring necessary documents and records.

• Escalate complaints and sensitive matters in accordance with established protocols.

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

• Complete all aspects of the hiring process, which includes the application, questionnaire, interviews, typing assessment, background check, and client interview.

⛳️ Requirements

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

• Proven experience in managing both inbound and outbound calls.

• Exceptional verbal and written communication skills.

• Strong listening abilities and adept problem-solving skills.

• Displayed empathy and emotional intelligence.

• Capability to manage emotionally charged conversations in a professional manner.

• Keen 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 work environment.

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

• A quiet and distraction-free workspace.

• Reliable, wired Ethernet internet connection.

• A dependable power backup solution.

• Completion of a background check is required as part of the hiring process.

🏝️ Benefits

• Weekly payments in arrears.

• Provision of company equipment.

• Fully remote work from home opportunity.

• Full-time schedule of 40 hours per week.