WFH - Intake Specialist
WFH - Intake Specialist
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40000 - 40000
1 Vacancy
Job Description
This is a remote position.
Role Overview
We are seeking a detail-oriented empathetic and responsive Intake Specialist to manage phone-based consultations assess case qualifications and coordinate onboarding steps. This role requires strong communication skills excellent multitasking and accuracy in documentation. Spanish-speaking candidates are highly preferred.
Key Responsibilities
Answer inbound calls and conduct intake conversations to assess qualifications.
Evaluate cases using scripts and criteria; forward qualified leads for review.
Send collect and track required documents.
Input accurate data into intake/case management systems.
Open new files assign tasks and track onboarding progress.
Maintain records and complete daily follow-ups with prospective clients.
Schedule (Eastern Time Zone)
Wed Thu: 3:30 PM 10:30 PM
Fri: 3:30 PM 9:00 PM
Sat Sun: 9:00 AM 9:00 PM
Requirements
Ideal Candidate
2 years in customer service call center intake or front-desk roles.
Strong spoken English (neutral/American accent required).
Spanish fluency strongly preferred.
Empathetic phone demeanor; calm under pressure.
Tech-savvy with strong attention to detail; able to learn new systems quickly.
Quiet distraction-free workspace with dual-monitor setup.
Reliable internet connection suitable for VoIP calling.
Experience in legal or healthcare intake is a plus.
Benefits
- Health and Wellness: Comprehensive HMO coverage for you and your dependents.
- Security and Peace of Mind: Group Life Insurance Benefit to safeguard your future.
- Financial Flexibility: Virtual Credit Card for added convenience and purchasing power.
- Work-Life Balance: Generous Paid Leaves to recharge and prioritize personal time.
- Government Benefits: Full support for required government benefits.
- 13th Month Salary: A festive bonus to celebrate the year s hard work.
- Overtime Pay: Compensation for your extra effort and time.
- Night Differential: Additional pay for working late hours or shifts.
- Incentives: Performance-based incentives to reward your contributions and achievements
Ideal Candidate 2+ years in customer service, call center, intake, or front-desk roles. Strong spoken English (neutral/American accent required). Spanish fluency strongly preferred. Empathetic phone demeanor; calm under pressure. Tech-savvy with strong attention to detail; able to learn new systems quickly. Quiet, distraction-free workspace with dual-monitor setup. Reliable internet connection suitable for VoIP calling. Experience in legal or healthcare intake is a plus.
Education
NA
Employment Type
Full Time
