Client Intake Specialist

Job Description:

• Handle inbound and outbound calls with new and existing clients
• Verify client information accurately
• Explain the intake process, client journey, and expected next steps
• Schedule consultations and appointments
• Follow up with enrolled clients who have not connected with the appropriate team
• Assist clients who have not completed enrollment
• Listen to client concerns and objections and respond with empathy
• De-escalate challenging conversations professionally
• Educate clients on processes and next steps without providing professional or legal advice
• Document every interaction accurately in the CRM
• Help clients obtain required documents and records
• Escalate complaints and sensitive situations according to established procedures
• Follow established processes, procedures, and compliance requirements

Requirements:

• At least 1 year of customer service experience in a phone-based or client-facing position
• Experience handling both inbound and outbound calls
• Excellent verbal and written communication skills
• Strong listening and problem-solving abilities
• Demonstrated empathy and emotional intelligence
• Ability to handle emotionally charged conversations professionally
• Strong attention to detail
• Ability to follow strict compliance guidelines
• Ability to type at least 35 words per minute accurately
• Comfortable working across multiple applications and windows while speaking with clients and documenting information
• Ability to work effectively in a fast-paced environment
• Reliable attendance and availability, particularly during the first 90 days
• A quiet, distraction-free workspace
• Reliable, wired Ethernet internet
• A reliable power backup solution
• Background check required
• Must work in the United States

Benefits:

• Company equipment provided
• Paid weekly in arrears
• Fully remote work from home
• Full-time, 40 hours/week