Intake Specialist – Intake and Retention Specialist

📋 Description

• Utilize consultative sales strategies to finalize and secure representation agreements.

• Effectively articulate services and representation alternatives to qualified prospects.

• Transform both inbound and outbound leads into retained clientele.

• Perform follow-ups to enhance conversion rates.

• Uphold professionalism and empathy during high-volume interactions.

• Assess eligibility based on predefined criteria.

• Accurately gather and record comprehensive client information in the CRM.

• Monitor performance metrics and achieve set call and conversion objectives.

• Work in conjunction with the legal team to ensure seamless case transitions.

• Handle approximately 200 calls weekly, with a significant volume of outbound calls.

⛳️ Requirements

• Time Zone: CST

• Schedule: Monday to Friday, 11:00 AM to 7:00 PM

• Experience: Prior experience in intake, customer service, call center, or sales is preferred.

• Proficiency in CRM systems is required.

• Experience with VoIP systems is essential.

• Familiarity with Outlook for calendar management.

• Effective professional email communication skills.

• Knowledge of internal communication platforms.

• A reliable internet connection and a suitable home office setup are required.

🏝️ Benefits

• Competitive salary.

• Paid Time Off.

• Bonuses.

• 100% remote/home-based role.

• Full-time, long-term career opportunities.

• Parental Leave.

• Opportunities for professional development and training.

• Dedicated team support.

• Alignment with our clients' core values.