Intake Specialist
2 months ago
The Intake Specialist is a critical role; you will be the first impression of the firm to potential clients and play a vital role in providing our clients with excellent service. The position entails answering calls and meeting with prospective clients to gather pertinent details, laying the foundation of their case. A successful Intake Specialist is comfortable asking challenging questions while displaying high levels of patience, common sense, and customer service.
Essential Functions:
- Answers telephone in a polite and professional manner.
- Accepts a broad range of customer service calls and assesses the information to make informed decisions for conversion.
- Listen and identify products of service to be offered. Transfer calls as needed.
- Enters information into the case management software.
- Schedules office appointments for clients and notifies departments or locations.
- Makes recommendations for other case types that may benefit the current or potential client.
- Other duties as assigned.
Qualifications:
- High School diploma or equivalent required.
- Prior customer service or call center experience is a plus.
- Ability to type 40-50 words per minute.
- Reliable and dependable in performing job-related tasks, finishing assigned projects, meeting deadlines, and appointments.
- Strong organizational and attention to detail skills.
- Excellent verbal and written communication skills.
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, and Outlook) and other relevant software.
- Ability to work effectively both independently and as part of a team.
Physical Demands and Work Environment:
- Occasionally/Frequently/Continually required to stand, walk, and sit.
- Occasionally/Frequently/Continually required to lift/push/carry items less than 10 pounds/ up to 25 pounds.
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