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Financial Account Skilled Intake Specialist

Remote: 
Full Remote
Contract: 
Experience: 
Mid-level (2-5 years)
Work from: 

SMDigital Partners logo
SMDigital Partners Marketing & Advertising SME https://smdigitalpartners.com/
51 - 200 Employees
See more SMDigital Partners offers

Job description

Talented Financial CSRs Needed - Earn More Working from Home - Bye-Bye BPO!

If you think you've got what it takes to join our high-performing team of experienced financial CSRs working from home, then this may be the dream job for you. Competitive pay, performance bonuses, healthcare benefits, and a great culture of talented, like-minded Filipinos who are enjoying their job, earning more, and making a difference! Note: This is a GRAVEYARD shift!

We are looking for highly motivated and hard-working candidates to fill the Full-Time position of Intake Specialist. This position is an excellent opportunity for highly driven and enthusiastic candidates, who share our vision, passion, and dedication to serving our customers, quickly, efficiently, and professionally. We offer a great work environment and team approach with opportunities for professional and financial growth.

Responsibilities:

  • Answer incoming calls to gather and input relevant information regarding the client’s potential claim.
  • Gather details regarding Plaintiff information, Attorney information, case types, prior litigation fundings, injuries/damages, liability, and insurance coverage to determine the veracity of potential claims.
  • Enter all details and information into the case management system and create leads.
    Assign all leads created to the Account Executives.
  • Provide the best caller experience to clients.
  • Perform other duties as assigned by Management

    Qualifications:
  • Has a minimum of 3 years experience working as a Customer Service Representative. in a Business Process Outsource (BPO) environment and can start immediately.
  • Possess strong computer (Excel/Word/PowerPoint) and internet skills.
  • Willing to work on shifting schedules.
  • Keen to detail
  • Meet the typing requirement of 40 WPM.
  • Strong time management.
  • Adaptability and accountability.
  • Exceptional customer service, active listening, and verbal and written communication skills, professional phone voice.
  • Ability to prioritize workload and multitask in a fast-paced environment.
  • Excellent data entry and typing skills.

Home Office Requirements:

  • Stable internet connection with at least 50 Mbps postpaid (must provide a screenshot of a speed test)
  • Computer (at least 16GB Ram and Intel is i5 core processor or equivalent)
  • Noise Cancelling Headset
  • Backup Internet Connection (Prepaid Home WIFI Router or Pocket WIFI)

Benefits:

  • Monthly Company Bonus Program
  • Paid Vacation Leave
  • Holiday Bonus

Required for consideration:

  • Screenshot of your present ISP speed results via speedtest.net.
  • Screenshot of your computer/laptop specs.
  • Submit your video self-introduction.
  • Screenshot of your present ISP speed results via speedtest.net.

Required profile

Experience

Level of experience: Mid-level (2-5 years)
Industry :
Marketing & Advertising
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • Verbal Communication Skills
  • Active Listening
  • Adaptability
  • Time Management
  • Microsoft PowerPoint
  • Business Etiquette
  • Microsoft Word
  • Computer Literacy
  • Accountability
  • Microsoft Excel
  • Customer Service

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