Intake Specialist

2 weeks ago


Cape Town, Western Cape, South Africa Exclusively Remote Full time

Responsibilities:

  • Answer incoming calls from prospective clients in a professional and courteous manner.
  • Conduct thorough intake interviews to gather all required information for client onboarding.
  • Document client information accurately and completely, maintaining detailed records in our database.
  • Guide clients through the onboarding process, providing clear instructions and addressing any inquiries or concerns.
  • Collaborate with internal teams to facilitate seamless transitions for new clients into our system.
  • Follow up with clients as needed to obtain any missing information or additional documentation.
  • Provide exceptional customer service, ensuring that client needs are met promptly and effectively.
  • Adhere to company policies and procedures regarding client intake and data privacy.

Requirements:

  • Previous experience as an intake specialist or similar role, preferably within the medical, insurance, title, mortgage, or legal industries.
  • Excellent communication skills, both verbal and written, with the ability to interact professionally with clients.
  • Strong attention to detail and accuracy in documentation work, ensuring that all information is recorded correctly.
  • Proficiency in using computer systems and software for data entry and documentation purposes.
  • Working Hours fulltime US hours.
-
Technical Hardware:

  • Processor: Do you have a laptop or desktop computer with an i7 processor or higher?
  • RAM: a minimum of 16 GB of RAM

Internet Connection:

  • Fibre Connection (no wifi)
Upload Speed: 25 Mbps upload speed, Ideally, is it closer to 100 Mbps?

  • Static IP:
  • Reliable Internet Provider
  • Load Shedding Backup.


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