Client Intake Specialist

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

📋 Description

• Manage both incoming and outgoing calls with new and existing 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 not finalized their enrollment

• Attentively listen to client concerns and objections, responding with empathy

• Professionally de-escalate challenging conversations

• Inform clients about processes and next steps without providing professional or legal advice

• Accurately document each interaction in the CRM

• Aid clients in obtaining necessary documents and records

• Escalate complaints and sensitive situations in accordance with established protocols

• Adhere to established processes, procedures, and compliance standards

⛳️ Requirements

• Minimum of 1 year of customer service experience in 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 capabilities

• Proven empathy and emotional intelligence

• Ability to manage emotionally charged conversations in a professional manner

• Keen attention to detail

• Capacity to adhere to strict compliance guidelines

• Proficiency in typing at least 35 words per minute with accuracy

• Comfortable navigating multiple applications and windows while interacting with clients and documenting information

• Ability to thrive in a fast-paced environment

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

• A quiet, distraction-free workspace

• Reliable, wired Ethernet internet connection

• A dependable power backup solution

• Successful completion of a background check

• Previous experience in call center customer service, client intake, legal services, financial services, case management, high-volume customer support, appointment scheduling, or customer retention/client follow-up may be advantageous

🏝️ Benefits

• Company equipment will be supplied

• Weekly pay in arrears

• Opportunity to work from home

• Full-time, 40 hours per week