Financial Intake Expert

2 days ago

Davao City, Davao, Philippines beBeeSpecialist Full time ₱3,000,000 - ₱4,800,000

We are seeking skilled financial professionals for a challenging role as Intake Specialists.

This position allows you to work from home and be part of a high-performing team that is passionate about delivering exceptional customer service.

The ideal candidate will have excellent communication skills, be highly motivated, and possess a strong commitment to serving customers quickly, efficiently, and professionally.

Responsibilities:

  • Answer incoming calls to gather relevant information regarding potential claims.
  • Gather details regarding plaintiff information, attorney information, case types, prior litigation fundings, injuries/damages, liability, and insurance coverage.
  • Enter all details into the case management system and create leads. Assign leads created to account executives.
  • Provide an exceptional caller experience to clients.

Qualifications:

  • A minimum of 3 years' experience working as a Customer Service Representative in a Business Process Outsource (BPO) environment.
  • Strong computer and internet skills, including Excel, Word, and PowerPoint.
  • Ability to work on shifting schedules.
  • Excellent typing skills (40 WPM).
  • Strong time management, adaptability, and accountability.
  • Exceptional customer service, active listening, and verbal and written communication skills.

We offer a great work environment, opportunities for growth, and a competitive compensation package.

As an Intake Specialist, you will play a critical role in ensuring the success of our operations.

Please note that this position requires a strong commitment to teamwork and customer satisfaction.

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