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Intake Specialist, M-F 9am-6pm
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Job Summary:
The Intake Specialist often provides the first impression of the firm to potential clients and plays a vital role in providing our clients with excellent service by completing phone interviews and gathering information pertinent to their potential cases.
Leadership Responsibilities:
- Demonstrates personal accountability
- Contributes towards the success of others
- Upholds the Firm’s Core Values: We Care, Humble Excellence, Collaborative Attitude, Challenge Acceptance
- No direct supervision responsibilities
Essential Duties/Responsibilities:
- Accepts a broad range of customer service call types and assesses the information to make informed decisions for conversion
- Listen and identify other products to be offered
- Transfers calls as needed
- Enters information into the case management software
- Schedules office appointments for clients and notifies departments/locations
- Schedules appointments for the Field Reps to meet with current or potential clients
- Makes recommendations for other case types that may benefit the current or potential client
Required Skills/Abilities:
- Answers telephone in a polite and professional manner
- Effectively listens to identify other case types that may benefit the current or potential client
- Display true passion for client and community service
- Ability to accurately type a minimum of 50 words per minute
- Ability to professionally multitask and meet multiple deadlines simultaneously
- Outgoing with a high level of customer service skills
- Desires accuracy and possess the ability to take pride in work
- Reliable and dependable in performing job-related tasks, finishing assigned projects, meeting deadlines and appointments.
- Strong attention to detail and accuracy
- Proficient in Microsoft Office Suite or similar software programs
Education and Experience:
- High school graduate or equivalent
- Prior call center environment experience a plus
Physical Demands, Work Environment, and Other Requirements:
- Valid Driver’s License, favorable driving record
- Prolonged periods sitting at a desk and working on a computer.
- Must be able to lift up to 15 pounds at times
The above statements describe the general nature and level of work performed by team members assigned to this job, with or without reasonable accommodation. These statements are not intended to be an exhaustive list of all responsibilities, duties, qualifications, or working conditions.
Equal Employment Opportunity
At Hughes & Coleman, we don’t just accept difference — we celebrate it, we support it, and we thrive on it for the benefit of our Team Members, our products, and our community. The Firm is proud to be an equal opportunity workplace.
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