Intake and Case Management Specialist II
Based in BrazilFull-TimeMiddle
SalaryUSD $1,142–$1,220 per month
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Job Details
- Languages
- Strong English proficiency
- Required Skills
- Customer serviceQuality Assurance
Requirements
- Have previous experience in customer service, intake, case management, administrative support, sales, or a related field.
- Demonstrate strong English proficiency and excellent written and verbal communication skills.
- Use professional and confident phone etiquette.
- Have strong organizational skills and the ability to manage multiple priorities.
- Demonstrate attention to detail and a commitment to quality assurance.
- Be reliable and comfortable working independently.
- Communicate clearly and professionally with prospective clients and internal stakeholders.
- Proactively identify outstanding tasks, follow up, and keep cases moving forward.
- Sales experience is preferred.
- Be comfortable working remotely and maintaining productivity with minimal supervision.
Responsibilities
- Conduct intake interviews with prospective clients and collect complete, accurate, and relevant case information.
- Maintain organized and up-to-date case records and documentation.
- Receive, review, organize, and maintain client documents according to established processes and quality standards.
- Request medical records, track outstanding requests, and follow up to ensure timely receipt.
- Assist with case management activities during non-peak periods.
- Provide professional and empathetic customer service throughout client interactions.
- Handle sensitive case information with accuracy, confidentiality, and attention to detail.
- Work independently and complete assigned tasks within expected timelines.
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