Financial Account Intake Specialist

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

📋 Description

• Respond to incoming calls to collect and input essential information regarding the client's potential claim.

• Gather comprehensive details concerning Plaintiff information, Attorney information, case types, previous litigation fundings, injuries/damages, liability, and insurance coverage to assess the validity of potential claims.

• Input all gathered information into the case management system and generate leads.

• Assign all generated leads to the Account Executives.

• Ensure a top-notch caller experience for clients.

• Carry out additional tasks as directed by Management.

⛳️ Requirements

• Must have a minimum of 3 years of experience as a Customer Service Representative.

• Experience in a Business Process Outsource (BPO) environment and availability to start immediately.

• Strong proficiency in computer skills (Excel/Word/PowerPoint) and internet usage.

• Willingness to work on flexible schedules.

• Attention to detail is essential.

• Meet the typing requirement of 40 words per minute.

• Strong time management abilities.

• Adaptability and accountability are crucial.

• Exceptional customer service skills, active listening, along with verbal and written communication skills, and a professional phone demeanor.

• Ability to prioritize tasks and multitask effectively in a fast-paced environment.

• Excellent data entry and typing capabilities.

🏝️ Benefits

• Monthly Company Bonus Program.

• Paid Vacation Leave.

• Holiday Bonus.