Client Intake Specialist

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

📋 Description

• Manage inbound and outbound 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 appropriate team

• Assist clients who have yet to complete their enrollment

• Address client concerns and objections with empathy

• Professionally de-escalate challenging conversations

• Provide education on processes and next steps, refraining from offering professional or legal advice

• Accurately document every interaction in the CRM

• Support clients in acquiring necessary documents and records

• Escalate complaints and sensitive issues in line with established procedures

• Adhere to established processes, procedures, and compliance requirements

• Complete all phases of the hiring process, including application, questionnaire, interview, typing assessment, background check, and client interview

⛳️ Requirements

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

• Proven experience in managing both inbound and outbound calls

• Exceptional verbal and written communication skills

• Strong listening and problem-solving skills

• Demonstrated empathy and emotional intelligence

• Ability to manage emotionally charged conversations with professionalism

• Keen attention to detail

• Capability to adhere to strict compliance guidelines

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

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

• Ability to thrive in a fast-paced work environment

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

• A quiet, distraction-free workspace

• Reliable wired Ethernet internet connection

• Dependable power backup solution

• Background check mandatory as part of the hiring process

🏝️ Benefits

• Paid weekly in arrears

• Fully remote work from home

• Company equipment provided