Financial Account Intake Specialist

March 30

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Logo of SMDigital USA

SMDigital USA

digital marketing • sem • seo • ecommerce • web design

51 - 200 employees

🤝 B2B

Description

• 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

Requirements

• 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 or equivalent), Noise Cancelling Headset, Backup Internet Connection (Prepaid Home WIFI Router or Pocket WIFI)

Benefits

• Competitive pay • Performance bonuses • Healthcare benefits • Great work environment and team approach • Opportunities for professional and financial growth • Monthly Company Bonus Program • Paid Vacation Leave • Holiday Bonus

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