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Temporary Intake Specialist

3 months ago


St Paul, United States Dahl Consulting Full time

Duration: 3 months

Pay: $19/hr

Location: Onsite in Roseville, MN

What youll do as the Intake Specialist:

  • Work with members and prospects in person, over the phone, and through email to identify their needs and transfer them to the appropriate team or team members
  • Greet members and prospects
  • Ensure full customer satisfaction and maintain a friendly, helpful demeanor
  • Ensure signs are on the door and updated for office holiday closings, agency meetings, etc.
  • Maintain a clean and orderly reception area
  • Maintain a log for any maintenance services done in the office
  • Handle mail based on the needs of the office location
  • Record customer interactions and data by documenting notes appropriately
  • Schedule appointments for members
  • Update database with returned or undeliverable mail
  • Always ensure confidentially and control access to sensitive information

What youll bring to the Intake Specialist role:

  • Associates degree or equivalent combination of education and experience preferred
  • Excellent verbal and written communication skills
  • Excellent customer service skills, including telephone and listening skills
  • Good problem-solving and time-management skills
  • Proficient in Microsoft Office Suite