Client Intake Specialist

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

📋 Description

• Manage both incoming and outgoing calls with prospective 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 in completing their enrollment

• Address client concerns and objections with empathy

• Professionally de-escalate difficult conversations

• Inform clients about 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 following established protocols

• Adhere to established processes, procedures, and compliance standards

⛳️ Requirements

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

• Experience managing both inbound and outbound calls

• Exceptional verbal and written communication abilities

• Strong listening skills and problem-solving capabilities

• Proven empathy and emotional intelligence

• Capability to conduct emotionally charged conversations in a professional manner

• High attention to detail

• Ability to adhere to strict compliance protocols

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

• Comfortable navigating multiple applications and windows while engaging 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, distraction-free work environment

• Reliable wired Ethernet internet connection

• A dependable power backup solution

• Successful completion of a background check is mandatory for employment

🏝️ Benefits

• Paid weekly in arrears

• Company equipment provided

• Option to work from home

• Full-time position, 40 hours per week