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 the process and next steps without providing professional or legal advice
• Accurately document every interaction 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

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