Client Experience Intake Specialist
United States, Central Standard TimeFull-TimeMiddle
Salary13,704 - 14,640 USD per year
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Job Details
- Languages
- English
- Experience
- 1 year experience as an Intake Specialist
- Required Skills
- Data entryCRM
Requirements
- 1 year experience as an Intake Specialist
- Strong written and verbal communication skills
- High level of accuracy and detail orientation
- Availability for inbound phone calls and timely follow ups
- Clear and ongoing communication regarding workflows and task progress
- Persistence and follow-through when completing tasks
- Must be consistently responsive during working hours
- Ability to work independently without ongoing supervision
Responsibilities
- Manage workload independently to reduce the need for oversight
- Communicate task status and workflow updates clearly to PNC
- Follow up on active and pending cases to ensure progress
- Assist with legal documents, research, and case preparation
- Qualify and manage incoming leads accurately and efficiently
- Handle inbound phone calls and serve as a primary intake contact
- Maintain up to date records in the CRM system
- Send professional and timely emails to clients and internal teams
- Take detailed notes during meetings and client interactions
- Complete intake documentation and ensure accurate data entry
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