Client Intake Specialist

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

📋 Description

• Manage incoming and outgoing calls with both 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 the enrollment process

• Listen to client concerns and objections, responding with empathy

• Professionally de-escalate difficult conversations

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

• Accurately document every interaction in the CRM

• Aid clients in obtaining necessary documents and records

• Escalate complaints and sensitive issues 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

• Proficient in handling both inbound and outbound calls

• Exceptional verbal and written communication skills

• Strong listening skills and problem-solving capabilities

• Proven empathy and emotional intelligence

• Competence in managing emotionally charged conversations in a professional manner

• Keen attention to detail

• Ability to comply with strict guidelines

• Capable of typing at least 35 words per minute accurately

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

• Proven ability to work effectively in a fast-paced environment

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

• A quiet workspace free from distractions

• Stable, wired Ethernet internet connection

• A dependable power backup solution

• Background check required

• All candidates must successfully complete each stage of the hiring process

🏝️ Benefits

• Company equipment provided

• Weekly pay in arrears

• Fully remote work from home

• Full-time position, 40 hours/week