Intake Specialist

Intake Specialist

Location : Las Vegas, NV (in-person)

Salary : $22 / hr

Approximate Start date of September 2024

This is a direct-hire opportunity

Our client is seeking Intake Specialists to work as the first point of contact for clients interested in their services.

The ideal candidate will possess a background in sales and strong persuasive techniques for those clients still unsure of engaging with the services.

This position will also act as the initial primary gatekeeper for the onboarding of new client information and will ensure compliance with company requirements to move the new client forward with their services, which requires extraordinary attention to detail.

The Intake Specialist must be able to implement and support change, promote a positive team attitude, and effectively respond to unexpected changes or demands.

Intake Specialist Responsibilities :

• Previous experience in outbound sales or lead conversion is highly desirable.
• The ability to adapt to evolving processes, product updates, and shifting business priorities.
• Strong verbal communication and active listening skills are essential for effectively engaging potential customers.
• Addressing customers' inquiries and conveying service information in a persuasive value-focused manner.
• A customer-focused mindset and the ability to empathize with potential customers’ needs, creating positive experiences, and tailoring conversations to drive conversions.
• Demonstration of a confident and persuasive demeanor.
• Initiates first contact with assigned clients via phone and email.
• Provides Company overview and value of services offered.
• Able to answer questions effectively regarding services provided, set client expectations, and ensure the value of our service is represented to our clients.

Will be called on to overcome client objections or reservations to engage company’s services.

• Requests required initial client documentation and information.
• Compiles and verifies received completeness and accuracy of client documentation.
• Updates and accurately documents client profiles.
• Validates client compliance and readiness to move forward in workflow.
• Performs monthly verification projects as assigned by supervisor.
• Assists Case Managers by requesting and compiling client documents as needed.
• Meets production expectations and quality guidelines in timeframes as established by the supervisor. Intake Specialist Requirements :
• Excellent sales skills
• Excellent time management skills
• Proficient multi-tasking and prioritization skills
• Excellent internal and external customer service skills
• Detail-oriented.
• Proficient computer skills with Windows and Microsoft Office proficiency
• Ability to work both independently and in a team environment.
• Excellent business demeanor that reflects professionalism and respect for the contributions of those who have served in the armed forces.
• Articulate with excellent telephone etiquette, active listening, and written communication skills.
• Customer-centric
• Ability to demonstrate personal credibility and effectiveness.
• Metrics-focused
• Results-driven
• Willingness to embrace change and successfully implement new approaches and ideas.
• CRM experience preferred.

Intake Specialist Benefits :

• Work from Home : Flexibility to work from home based on business needs and policies
• Work / life balance : We offer a Monday-Friday 8AM-5PM schedule
• Benefits : Choice of medical, vision, and dental poloans with company premium contributions, accrual of 40 hours PTO and 40 hours of sick time annually, 8 paid holidays, plus a floating holiday, 401k with company match after 90 days.

Metric-driven bonus and many other benefits.

Growth and Development : In-house training and on-the-job development prepare our employees for promotional advancement, leadership opportunities, and lateral transfer skill development

Compensation / Pay Rate (Up to) : $22.00 - $22.00 Per Hour