Client Intake Specialist
Employment Information
Report this job
Job expired or something wrong with this job?
Job Description
Client Intake Specialist guiding US clients through phone-based intake and enrollment. Supporting people in stressful situations while documenting interactions and following compliance procedures.
Responsibilities:
- 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 the enrollment process
- Listen to client concerns and objections and respond with empathy
- De-escalate challenging conversations professionally
- Educate clients on the process and next steps without providing professional or legal advice
- Accurately document every interaction in the CRM
- Help clients obtain required documents and records when needed
- 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 as part of the hiring process
Benefits:
- Paid weekly in arrears
- Company equipment provided
- Fully remote work from home
- Full-time, 40 hours/week
Similar Jobs
Client Intake Specialist
Remote Client Intake Specialist handling calls for individuals seeking professional assistance. Guiding US clients through intake, enrollment, documentation, and consultations.
Client Intake Specialist
Remote Client Intake Specialist guiding US clients through enrollment, consultations, and next steps. Handling sensitive phone conversations, documentation, follow-up, and compliance.
Client Intake Specialist
Client Intake Specialist guiding U.S. clients through phone-based intake and enrollment. Supporting individuals seeking professional assistance while documenting interactions and scheduling consultations.
Client Intake Specialist
Client Intake Specialist guiding US clients through phone-based intake, enrollment, and scheduling. Supporting stressed individuals with empathy, accurate documentation, and compliant next-step guidance.
Client Intake Specialist
Client Intake Specialist guiding US clients through phone-based enrollment and consultations. Handling sensitive conversations, documenting CRM interactions, and supporting clients through next steps.
Client Intake Specialist
Remote Client Intake Specialist handling calls, intake, scheduling, and follow-up for U.S. clients seeking professional assistance. Documenting interactions and guiding clients through enrollment without legal advice.
Client Intake Specialist
Client Intake Specialist guiding US clients through professional-services enrollment by phone. Handling calls, scheduling consultations, documenting interactions, and supporting clients through stressful situations.
Client Intake Specialist
Remote Client Intake Specialist handling calls, intake, scheduling, and follow-up for U.S. clients seeking professional assistance. Documenting interactions and guiding clients through enrollment and next steps.
Client Intake Specialist
Client Intake Specialist handling calls and guiding U.S. clients through legal-service enrollment. Scheduling consultations, documenting CRM interactions, and de-escalating sensitive conversations remotely.
Client Intake Specialist
Client Intake Specialist guiding U.S. clients through phone-based enrollment and consultations. Handling empathetic, compliant communication for people seeking professional assistance.
Client Intake Specialist
Remote Client Intake Specialist guiding U.S. clients through phone-based intake, enrollment, and consultations. Documenting interactions, de-escalating concerns, and supporting individuals seeking professional assistance.
Client Intake Specialist
Client Intake Specialist guiding U.S. clients through enrollment and consultations for professional assistance. Handling sensitive calls, documenting interactions, and supporting clients through next steps.
Client Intake Specialist
Client Intake Specialist guiding US clients through phone-based enrollment, consultations, and next steps. Supporting individuals seeking professional assistance during stressful situations.
Client Intake Specialist
Client Intake Specialist guiding U.S. clients through phone-based intake for professional assistance. Handling calls, scheduling consultations, documenting CRM interactions, and supporting enrollment.
Client Intake Specialist
Client Intake Specialist guiding U.S. clients through legal-service enrollment, consultations, and next steps. Handling sensitive phone conversations, documentation, scheduling, and compliance-focused follow-up.
Client Intake Specialist
Client Intake Specialist guiding U.S. clients through intake, enrollment, and consultations. Handling sensitive phone conversations, documentation, scheduling, and follow-up remotely.
Client Intake Specialist
Client Intake Specialist assessing therapy and coaching enquiries for Marisa Peer’s transformational programs. Screening callers, explaining requirements and costs, and coordinating suitable therapist bookings.
Client Intake Specialist
Client Intake Specialist supporting client inquiries, consultations, and CRM records for a U.S. immigration law firm. Remote, full-time contractor role based in South Africa.
Patient Intake Specialist
Remote patient intake specialist supporting Aveanna’s home healthcare admissions. Verifying insurance, reviewing prescriptions, and coordinating timely patient starts of care.
Intake Specialist
Remote Intake Specialist assisting potential legal clients with intake, agreements, and documentation. Supporting Walker Advertising’s attorney network through empathetic customer service.