Client Intake Specialist

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

📋 Description

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

• Accurately confirm client information

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

• Arrange consultations and appointments

• Follow up with enrolled clients who have not engaged with the relevant team

• Provide assistance to clients who have yet to complete their enrollment

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

• Professionally de-escalate difficult conversations

• Inform clients about processes and subsequent steps without offering professional or legal advice

• Diligently document every interaction in the CRM system

• Aid clients in obtaining necessary documents and records

• Refer complaints and sensitive issues according to established protocols

• Adhere to defined processes, procedures, and compliance standards

⛳️ Requirements

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

• Proficient in managing both inbound and outbound calls

• Exceptional verbal and written communication abilities

• Strong listening skills and problem-solving capabilities

• Proven empathy and emotional intelligence

• Competent in handling emotionally charged discussions professionally

• Keen attention to detail

• Ability to adhere to strict compliance regulations

• Capability to type a minimum of 35 words per minute accurately

• Comfortable navigating multiple applications and windows while communicating with clients and recording information

• Effective in a fast-paced work environment

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

• A quiet, distraction-free workspace

• Reliable, wired Ethernet internet connection

• A dependable power backup solution

• Background check required

• Must reside in the United States, specifically in Pennsylvania

🏝️ Benefits

• Company equipment provided

• Weekly payment in arrears

• Fully remote work from home

• Work schedule of 40 hours/week