Job Title: Intake Specialist
Job Description: We are seeking an Intake Specialist to help manage the client onboarding process. This position will support our Intake Manager by handling the foundational aspects of lead creation, documentation, and initial assessments. Meticulous attention to detail and dedication to thoroughness are critical in setting the stage for a smooth client experience.
Key Responsibilities:
- Lead Creation: Create new leads by capturing essential client information accurately and efficiently.
- Documentation: Manage and organize client documentation, ensuring all necessary paperwork is completed, accurate, and filed correctly.
- Client Assessments: Collect and prepare necessary information to assess new clients and facilitate their transition within the company.
- Onboarding Collaboration: Work closely with the Intake Manager to ensure that all aspects of client onboarding are handled promptly and professionally.
- Communication Support: Maintain effective communication with new clients throughout the onboarding process, ensuring they feel informed and at ease.
- Other tasks and responsibilities as reasonably assigned.
Required Qualifications:
- Excellent organizational and administrative skills.
- Strong attention to detail and a high standard of accuracy.
- Good interpersonal skills, with the ability to communicate effectively with clients and team members.
- Ability to manage multiple tasks and priorities in a fast-paced environment.
Compensation and Start Date
- Competitive hourly pay based on skills and experience. This position is also eligible for participation in the company’s annual profit-based bonus plan.
- 23 days of Paid Time Off (PTO) in the first year, disability & life insurance benefits, and healthcare coverage provided by an employer-paid health sharing plan.
- Start Date: July 1, 2024
To Apply:
- Email cgarvey@allclaimspro.com with your resume (include cumulative GPA)
- Take the initial application survey provided by this link.