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SMDigitalSM

Financial Account Skilled Intake Specialist

SMDigital Philippines is an award-winning international digital marketing and call center agency providing remote work opportunities with a focus on family culture and professional growth.

SMDigital
Philippines only

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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 100 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.

About the job

Apply before

Posted on

Job type

Full Time

Experience level

Experience

3 years minimum

Location requirements

Hiring timezones

Philippines +/- 0 hours

About SMDigital

Learn more about SMDigital and their company culture.

View company profile

We're an award-winning digital agency with over 160 talented teammates spread across North and South America, and now expanding throughout the Philippines. We specialize in delivering comprehensive digital marketing and call center solutions across industries like healthcare, finance, e-commerce, and real estate. Our team works remotely, giving us the flexibility to tap into the best talent while maintaining a collaborative culture that values growth and development.

What sets us apart is our genuine family-like environment where everyone has a voice. We've built a workplace that prioritizes work-life balance, offers performance bonuses, and provides real opportunities for career advancement. Our teammates constantly tell us they feel heard, valued, and supported - not just as employees but as part of something bigger. We're not just another digital agency; we're a community of driven professionals who believe in making a difference together.

Employee benefits

Learn about the employee benefits and perks provided at SMDigital.

View benefits

Holiday Bonus

Additional bonus during holiday season

Birthday Leave

Special leave to celebrate your birthday

Monthly Company Bonus Program

Performance-based bonuses awarded monthly

Paid Time Off

Generous paid vacation leave for employees

View SMDigital's employee benefits
Claim this profileSMDigital logoSM

SMDigital

Founded in

2003

Employees live in

View company profile

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