The Intake Client Specialist manages a queue of incoming documents to create new clients, and update existing clients as needed in the Customer Relationship Management (CRM) system. This Specialist operates within a service level agreement managing speed to start entry while observing various agency specific handling procedures maintaining the highest level of accuracy for billing and compliance purposes.
Requirements
- High school diploma or equivalent
- Basic Microsoft Office skills
- Previous Data Entry skills
- Strong analytical skills with high attention to detail and accuracy
- Ability to problem solve issues in a timely manner
- Ability to navigate multiple computer systems, applications, and utilize search tools to find information
- Strong verbal, written, and interpersonal communication skills
- Ability to prioritize, meet deadlines, and adjust as needed in a fast paced environment
- Ability to achieve high production and quality standards
- Ability to work effectively in both a team and individual environment
- Sincerity and passion for helping people
- Prior experience adhering to company policies and showing core values
Benefits
- Free Breakfast & Lunch
- Casual Dress Code
- Tiered growth path for promotion starting Day 1
- Eligible for Referral Bonuses starting Day 1
- Weekly paychecks
- PTO
- 401k
- Full benefits package
