Customer Service, Intake Specialist
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Job Description
Customer Service & Intake Specialist managing client communications. Handling inbound and outbound interactions, gathering claim information, and supporting engineering teams.
Responsibilities:
- Serve as the first point of contact for clients
- Manage inbound and outbound communications
- Gather critical claim information to support the engineering team
- Handle inbound and outbound calls and emails in a professional and timely manner
- Conduct intake calls and correspond via email to gather detailed claim and assignment information from clients
- Apply critical thinking to interpret client-provided information and resolve inconsistencies
- Prepare accurate, well-documented assignments
- Determine appropriate expert assignment by evaluating property details, location, and scope of work
- Accurately document and input data into the company’s CRM system
- Coordinate and relay complete and accurate information to engineers and technical teams
- Follow up with clients for missing details or clarifications
- Review and establish project budgets, evaluate travel costs, and coordinate travel arrangements for assigned personnel
- Process and manage file changes
- Provide general administrative support and assist with ad hoc tasks as needed to support team operations
Requirements:
- Strong written and verbal communication and interpersonal skills
- Neutral or minimal accent with clear spoken English
- Experience in customer service, call center, or intake roles
- Comfortable handling phone and email-based interactions
- Strong data entry, attention to detail and organizational skills
- Proficiency in Microsoft Office Suite
- Experience using CRM systems (or ability to learn quickly)
- Ability to multitask and manage multiple tasks
- Background in insurance, claims processing, or technical services (a plus)
- Experience supporting professional or engineering teams (a plus)
Benefits:
- Competitive rates
- Weekly payments
- Various open roles are available
- Free training and upskilling
- Constant support and guidance
- A vibrant community always ready to support you
- And more!
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