Intake Specialist

• Handle inbound and outbound calls with new and existing clients
• Verify client information accurately
• Explain the intake process, client journey, and expected next steps
• Schedule consultations and appointments
• Follow up with enrolled clients who have not connected with the appropriate team
• Assist clients who have not completed enrollment
• Listen to client concerns and objections and respond with empathy
• De-escalate challenging conversations professionally
• Educate clients on processes and next steps without providing professional or legal advice
• Document every interaction accurately in the CRM
• Help clients obtain required documents and records
• Escalate complaints and sensitive situations according to established procedures
• Follow established processes, procedures, and compliance requirements

Explore Client Intake Specialist at Resolv Global. Review requirements and application details.