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Financial Account Skilled Intake Specialist at SMDigital

Remote: 
Full Remote
Contract: 
Work from: 

Offer summary

Qualifications:

Minimum of 3 years experience as a Customer Service Representative in a BPO environment., Strong computer skills, particularly in Excel, Word, and PowerPoint., Exceptional customer service and communication skills, both verbal and written., Ability to multitask and prioritize workload in a fast-paced environment..

Key responsabilities:

  • Answer incoming calls to gather and input information regarding client claims.
  • Gather details about Plaintiff and Attorney information, case types, and insurance coverage.
  • Enter information into the case management system and create leads for Account Executives.
  • Provide excellent caller experience and perform other duties as assigned by Management.

SMDigital Partners logo
SMDigital Partners Marketing & Advertising SME https://smdigitalpartners.com/
51 - 200 Employees
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Job description

Talented Financial CSRs Needed - Earn More Working from Home - Bye-Bye BPO!

If you think you've got what it takes to join our high-performing team of experienced financial CSRs working from home, then this may be the dream job for you. Competitive pay, performance bonuses, healthcare benefits, and a great culture of talented, like-minded Filipinos who are enjoying their job, earning more, and making a difference! Note: This is a GRAVEYARD shift!

We are looking for highly motivated and hard-working candidates to fill the Full-Time position of Intake Specialist. This position is an excellent opportunity for highly driven and enthusiastic candidates, who share our vision, passion, and dedication to serving our customers, quickly, efficiently, and professionally. We offer a great work environment and team approach with opportunities for professional and financial growth.

Responsibilities:

  • Answer incoming calls to gather and input relevant information regarding the client’s potential claim.
  • Gather details regarding Plaintiff information, Attorney information, case types, prior litigation fundings, injuries/damages, liability, and insurance coverage to determine the veracity of potential claims.
  • Enter all details and information into the case management system and create leads.
    Assign all leads created to the Account Executives.
  • Provide the best caller experience to clients.
  • Perform other duties as assigned by Management

    Qualifications:
  • Has a minimum of 3 years experience working as a Customer Service Representative. in a Business Process Outsource (BPO) environment and can start immediately.
  • Possess strong computer (Excel/Word/PowerPoint) and internet skills.
  • Willing to work on shifting schedules.
  • Keen to detail
  • Meet the typing requirement of 40 WPM.
  • Strong time management.
  • Adaptability and accountability.
  • Exceptional customer service, active listening, and verbal and written communication skills, professional phone voice.
  • Ability to prioritize workload and multitask in a fast-paced environment.
  • Excellent data entry and typing skills.

Home Office Requirements:

  • Stable internet connection with at least 50 Mbps postpaid (must provide a screenshot of a speed test)
  • Computer (at least 16GB RAM and Intel i5 core processor equivalent or up)
  • Noise Cancelling Headset
  • Backup Internet Connection (Prepaid Home WIFI Router or Pocket WIFI) and Power Outage Backup
  • Dual Monitor

Benefits:

  • Monthly Company Bonus Program
  • Paid Vacation Leave
  • Holiday Bonus

Required for consideration:

  • Screenshot of your present ISP speed results via speedtest.net.
  • Screenshot of your computer/laptop specs.

Required profile

Experience

Industry :
Marketing & Advertising
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • Customer Service
  • Typing
  • Microsoft PowerPoint
  • Basic Internet Skills
  • Microsoft Excel
  • Detail Oriented
  • Accountability
  • Non-Verbal Communication
  • Adaptability
  • Active Listening
  • Time Management

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