Job Title: Intake Specialist
Schedule: Monday to Friday, 7:00 am to 4:30 pm PST
Job Description:
• Seeking a hard-working, organized, self-motivated, and patient candidate.
• Strong communication skills are essential.
• Preference for candidates with a production background in sales or other qualifying customer service experience.
• Bilingual in English and Spanish is required.
• Some office or legal experience is preferred but not required.
• Competitive salary and benefits offered.
Responsibilities:
• Communicate with prospective clients via phone, email, and text.
• Ensure accurate data entry into the system.
• Make follow-up calls to potential clients.
• Manage onboarding processes for new clients.
• Assess incoming calls to determine if clients should be signed by the firm or referred elsewhere, while inputting client contact data.
Requirements:
• Excellent telephone etiquette.
• Strong communication and consultation skills with strong people skills.
• Experience in customer support.
• Maintain a positive, empathetic, and professional attitude toward callers.
• Ability to stay calm under stress.
• Cultural awareness.
• Relationship management skills.
• Attention to detail.
• Ethical practice and prompt response to customer inquiries.
• Effective communication and coordination with colleagues.
Skills:
• Telephone etiquette
• Communication and consultation
• Customer support
• Positive, empathetic, and professional attitude
• Cultural awareness
• Relationship management
• Attention to detail
• Ethical practice
• Communication and coordination
#Solvo
$800 - $950 a month
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
📌 Intake Specialist / Customer Service (Mérida)
🏢 Distro
📍 Mérida