Customer Intake Specialist
2 weeks ago
**Intake Specialist**
**Company**: No Risk Designs
**Location**: Remote (USA-based, EST hours)
**Type**: Full-Time
No Risk Designs is seeking a detail-oriented and compassionate Intake Specialist to be the first point of contact for potential clients. As an Intake Specialist, you’ll handle incoming calls, assess client needs, and ensure a seamless experience from the very first interaction. If you have excellent communication skills, a strong customer service background, and a passion for helping people, we’d love to have you on our team. This fully remote role operates on Eastern Standard Time (EST) to serve our clients’ needs.
**Responsibilities**:
- Answer and manage inbound calls from potential clients, providing a warm and professional first impression
- Gather essential information from clients, assessing their needs and determining eligibility for our services
- Accurately enter and update client information in our system, ensuring confidentiality and attention to detail
- Schedule appointments and coordinate with the team to ensure follow-up
- Respond to client inquiries and provide information about our services in a friendly, helpful manner
- Escalate urgent or complex issues to the appropriate department when needed
**Qualifications**:
- Previous experience in customer service, intake, or a similar role
- Excellent verbal communication skills with a clear, friendly, and professional phone demeanor
- Strong listening skills and empathy to connect with clients and address their concerns effectively
- High level of organization and attention to detail, with experience using CRM or client management software a plus
- Reliable internet connection and a quiet workspace for remote work
- Ability to work independently and manage time efficiently
**What We Offer**:
- Competitive compensation and potential for performance bonuses
- A supportive, fully remote work environment
- Opportunities for growth and professional development
If you’re ready to be a welcoming voice for No Risk Designs and provide clients with an exceptional intake experience, we’d love to hear from you
**To Apply**: Please submit your resume and a brief cover letter detailing your experience and why you’d be a great fit for our team.
Expected hours: 40 per week
Work Location: Remote
Expected Start Date: 11/15/2024
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