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

• Outline the intake process, client journey, and anticipated next steps

• Arrange consultations and appointments

• Follow up with enrolled clients who haven't engaged with the appropriate team

• Assist clients who have yet to finalize the enrollment process

• Attend to client concerns and objections with empathy

• De-escalate difficult conversations while upholding professionalism and compassion

• Inform clients about the process and subsequent steps without giving professional or legal counsel

• Precisely document each interaction in the CRM

• Aid clients in obtaining necessary documents and records when required

• Escalate complaints and sensitive issues in line with established protocols

• Adhere to established processes, procedures, and compliance standards

⛳️ Requirements

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

• Proficiency in managing both inbound and outbound calls

• Exceptional verbal and written communication abilities

• 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 speed of at least 35 words per minute with accuracy

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

• Effective in a fast-paced work environment

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

• A quiet, distraction-free workspace

• Dependable wired Ethernet internet connection

• A reliable power backup solution

• Background check is mandatory as part of the hiring process

🏝️ Benefits

• Company-provided equipment

• Weekly payments in arrears

• Opportunity to work from home

• Full-time schedule of 40 hours per week