Intake Specialist
$33,280–$49,920 year
On-siteSecaucus, New Jersey, United States
Job Summary
Initiate first contact with assigned clients via phone and email, providing company overviews of services and answering questions regarding offerings. Request required initial client documentation, compile and verify received information, and accurately document client profiles. Validate client compliance and readiness to move forward in workflow while overcoming objections to engage services. Handle incoming calls, take messages, field routine and non-routine questions, and manage confidential information. Coordinate client services, answer phones, and handle client issues. Support department finances by facilitating onsite client payments, processing accounts payable travel reimbursement, and submitting corporate credit card documentation expenses. Perform monthly verification projects and assist Coaches by compiling client documents as needed. Meet production expectations and quality guidelines within established timeframes. Secaucus, NJ, Monday to Friday, 8-hour shift, $17.00-$25.00/hr.
Required Qualifications
- Excellent customer service skills
- Communication skills
- Highly detail-oriented
- Persuasive ability with a soft sales focus
- Proficient multi-tasking and prioritization skills
- Excellent internal and external customer service skills
- Excellent sales skills
- Excellent time management, interpersonal and communication skills
- Superlative attention to detail
- Ability to interact with customers and business partners in a professional manner
- Ability to maintain focus and professionalism in high-pressure situations
- Proficient computer skills and types 30+ WPM
- Microsoft Office proficiency
- Ability to work independently or in a team environment
- Articulate with excellent telephone etiquette with active listening skills
- Strong work ethic with a customer-centric focus
- Ability to demonstrate personal credibility and effectiveness
- Metrics-focused and welcomes frequent constructive performance feedback to achieve or exceed measures
- Results-driven
- Willingness to embrace change and successfully implement new approaches and ideas
- Reliably commute or planning to relocate before starting work
Desired Qualifications
- CRM experience preferred
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