Intake Specialist client Service - Sales

Profile

Intake Specialist (Client Service - Sales)
The candidate will build the initial client relationship and confidence in our firm with every prospective client interaction. Take 150 – 200 calls per day in a professional inbound/outbound call center environment. Sign up 4 new cases per day to the firm. Be expected to meet occupancy and adherence goals. Be expected to maintain a minimum call quality score of 90%. Consistently build the client relationship and confidence in our firm with every client interaction while proactively contacting clients to ensure the relationship is maintained. Solve problems and maintain confidentiality. Keep updated records and detailed documentation of client interactions, concerns, and complaints in a paperless database system. Use good judgment to discern what issues may be urgent and need a manager’s or director’s attention immediately. Should have High School Diploma; Degree preferred, or equivalent combination. Call center and customer service experience; strong people skills; excellent telephone, communication, and active listening skills; ability to meet performance standards whether in the office or working remotely from home; knowledge of computer technology and the Internet (MS Office, Outlook). Including the ability to learn new programs easily. Minimum 40 WPM typing speed. Multi-tasking skills and the ability to work well under pressure; excellent spelling and grammar. Problem analysis and problem-solving. Self-motivated, self-disciplined, able to work with little supervision; strong organizational skills; good time management skills; ability to work well with others as a team; ability to work remotely from home as needed per business needs (see remote requirements). Sales experience is a plus. Fluent Spanish a plus.

Company info

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