Customer Service, Intake Specialist

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

📋 Description

• Act as the primary point of contact for clients.

• Oversee both incoming and outgoing communications.

• Collect essential claim information to assist the engineering team.

• Manage inbound and outbound calls and emails with professionalism and efficiency.

• Conduct intake calls and communicate via email to acquire detailed claim and assignment information from clients.

• Utilize critical thinking to analyze client-provided information and address discrepancies.

• Prepare precise and well-documented assignments.

• Assess property details, location, and scope of work to determine suitable expert assignments.

• Accurately record and input data into the company’s CRM system.

• Coordinate and convey complete and accurate information to engineers and technical teams.

• Follow up with clients to obtain missing details or clarifications.

• Review and establish project budgets, assess travel costs, and coordinate travel arrangements for assigned personnel.

• Process and manage changes to files.

• Provide general administrative support and assist with ad hoc tasks as necessary to enhance team operations.

⛳️ Requirements

• Excellent written and verbal communication, along with strong interpersonal skills.

• Neutral or minimal accent with clear spoken English.

• Experience in customer service, call center, or intake positions.

• Comfortable managing phone and email-based interactions.

• Strong data entry capabilities, attention to detail, and organizational skills.

• Proficient in Microsoft Office Suite.

• Familiarity with CRM systems (or a quick learner).

• Ability to multitask and handle various tasks simultaneously.

• Background in insurance, claims processing, or technical services is a plus.

• Experience supporting professional or engineering teams is a plus.

🏝️ Benefits

• Competitive compensation rates.

• Weekly payment schedule.

• A variety of open roles available.

• Free training and skill development opportunities.

• Ongoing support and guidance.

• A lively community that is always ready to assist you.

• And more!