Client Intake Specialist

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

📋 Description

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

• Accurately verify client information

• Clearly explain the intake process, client journey, and anticipated next steps

• Schedule consultations and appointments

• Follow up with enrolled clients who have yet to connect with the appropriate team

• Assist clients who have not finalized their enrollment

• Attend to client concerns and objections with empathy

• Professionally de-escalate challenging conversations

• Educate clients on processes and next steps without providing professional or legal advice

• Document every interaction accurately in the CRM

• Aid clients in obtaining necessary documents and records

• Escalate complaints and sensitive situations following established protocols

• Adhere to established processes, procedures, and compliance requirements

⛳️ Requirements

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

• Experience with both inbound and outbound calls

• Exceptional verbal and written communication skills

• Strong listening and problem-solving skills

• Proven empathy and emotional intelligence

• Capability to manage emotionally charged conversations in a professional manner

• Keen attention to detail

• Ability 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 engaging with clients and documenting information

• Ability to perform effectively in a fast-paced environment

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

• A quiet workspace free from distractions

• Reliable wired Ethernet internet connection

• A dependable power backup solution

• Background check required

• Experience in call center customer service, client intake, legal services, financial services, case management, high-volume customer support, appointment scheduling, customer retention, or client follow-up is advantageous

🏝️ Benefits

• Fully remote work from home

• Company equipment provided