Intake Specialist - 48950642565

LOOKING FOR FILIPINOS WHO ARE PHILIPPINES-BASED CANDIDATES
 

Position : Intake Specialist

Working Schedule : 12pm-8pm CST

Salary Range :$1500-$2000 USD Monthly (the final salary will be determined by the candidates level of experience and at the discretion of the client)

  Overview:

The Intake Specialist serves as the first point of contact for new clients, ensuring a smooth and efficient intake process. This role is responsible for gathering, verifying, and processing client information while providing excellent customer service. The ideal candidate is highly organized, detail-oriented, and able to communicate clearly and professionally across multiple channels.

Key Responsibilities:

• Serve as the initial contact for incoming inquiries via phone, email, or online forms.
• Collect and verify client information, ensuring all data is accurate and complete.
• Conduct intake interviews to assess client needs and eligibility for services.
• Enter and maintain client records in the internal database or CRM system.
• Coordinate with internal teams (e.g., case management, recruitment, sales, or operations) to ensure a smooth handoff and timely follow-up.
• Schedule appointments, consultations, or assessments as required.
• Maintain confidentiality and comply with all company policies, privacy standards, and data protection regulations.
• Track and monitor the progress of client onboarding and follow up as needed.
• Provide updates and reports to supervisors or managers on intake metrics and client pipeline.
   

Qualifications:

• Education: High school diploma or equivalent required; associate’s or bachelor’s degree preferred.
• Experience:
  • 3+ years of previous experience in customer service, administration, or a related role.
  • Experience with CRM systems or client databases is an advantage.
     
• Skills:
  • Excellent verbal and written communication skills.
  • Strong organizational and multitasking abilities.
  • High attention to detail and accuracy.
  • Ability to handle confidential information with professionalism.

Empathetic and service-oriented mindset.