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Intake Call Specialist

Posted September 12, 2024
Job Specializations
Job Type
Years of Experience

We are looking for an Intake Call Specialist to help families with adults with disabilities get connected with coaches. We will train you for this position.

This is a sales role where you will be responsible for helping prospective families learn about the coaching program, and then get them to agree to sign up for the program. The Intake Call Specialist supports families by answering queries and providing helpful information through calls, SMS and emails. He/She is the first point of contact of clients who have questions or concerns regarding the processes and services of the company.

The candidate needs to have professionalism, strong verbal and written communication skills, critical thinking and interpersonal skills and manage to do multiple tasks and time effectively. The candidate must also have excellent patience and compassion, as you will be talking to parents of children with disabilities about sensitive topics.

Key Duties and Responsibilities:

  • Conduct intake calls for interested clients using a script for guideline.
  • Convert potential leads into new customers.
  • Be able to speak about sensitive topics (e.g. disability; healthcare status) with comfort
  • Conduct quarterly feedback calls for families about their experience and prepare reports for management review.
  • Relay the client’s needs and preferences to the Benefits Specialist.
  • Keep records of communications wit the clients and provide helpful information such as summary points after each call.
  • Prepare necessary reports which include details about the queries or concerns gathered from clients.
  • Build strong relationship with the team and external stakeholders.
  • Adhere to the policies, core values, and work culture of the company.

Desired Skills and Experience:

  • Proficiency in verbal communication using an American English tone
  • Bachelor’s Degree in Management, Marketing or other relevant field
  • Minimum of 1-year experience in customer service, sales, or marketing
  • Familiar with online tools (eg. Zoom, Google Meet, Slack)
  • Proficient in G Suite Tools (eg. google docs, sheets, slides)
  • Strong verbal and written communication skills
  • Critical thinking and interpersonal skills
  • Ability to multi-task, prioritize, and manage time effectively
  • Able to work remotely from 3:30 PM US Eastern Time to 11:45 PM US Eastern Time (Monday through Friday)

Preferred qualifications:

  • Prior experience working with disability population is a plus (e.g. special education; psychology)
  • Adept in using CRM and productivity tools (eg. mailchimp, notion, calendly, dialpad)
  • Strong phone contact handling and active listening skills
  • Willing to extend work hours as needed

Performance measures:
Adherence to KPIs (eg. Lead Conversions on Customer Calls, Completion of Quarterly Feedback Calls with Clients)
Compliance with the internal processes or company policies
Accuracy of the reports – information regarding queries or complaints handled

Why Remotify?

Remotify focuses on putting Filipino talents in the spotlight in the global workforce scene. We are an Employer of Record in the Philippines and we enable small to medium businesses across the world to scale their teams securely and cost-effectively through remote outsourcing. Through our services, we ensure that every remote employee enjoys the social benefits the law provides while receiving internationally competitive salaries.

With Remotify, you will have the opportunity to work directly with international businesses while having an employee contract bound in the Philippines, social benefits, and tax contributions, through us. As you work internationally from your home, you have a local HR to help you with local labor compliance. We have created a community of Filipino Remote workers who value the flexibility of remote work while enjoying the togetherness a great virtual workplace brings both professionally and personally.

Here are the perks of working with us:
Competitive salary (Php 40,000 gross per month with opportunity for incentive pay)
I.N.S.P.I.R.E program that will help you build personal and professional character
A payroll system that assures on-time payments at all times
SSS, Philhealth, and Pag-ibig
13th Month Pay
Paid local holidays
Paid incentive leave
HMO benefit
Fulfilling career that rewards well

If you are the one we're looking for, send us your application now. All shortlisted applicants will receive an email from our HR for the next steps of your recruitment process.

You may also review our other job openings

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