Client Intake Specialist

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

📋 Description

• Manage incoming and outgoing calls with both new and existing clients.

• Accurately verify client information.

• Outline the intake procedure, client experience, 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.

• Address client concerns and objections with empathy.

• Professionally de-escalate difficult conversations.

• Educate clients about processes and upcoming steps without offering professional or legal advice.

• Carefully document every interaction in the CRM.

• Aid clients in obtaining necessary documents and records.

• Escalate complaints and sensitive matters according to 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 professionally handle emotionally charged conversations.

• Keen attention to detail.

• Competence in following strict compliance protocols.

• Proficiency in typing at least 35 words per minute accurately.

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

• Capacity to thrive in a fast-paced environment.

• Dependable 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.

• Applicants must complete all stages of the hiring process.

• 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 is highly advantageous.

🏝️ Benefits

• Company-provided equipment.

• Weekly payment in arrears.

• Work from home opportunity.

• Full-time position, 40 hours per week.