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Intake Specialist

Tax Relief Helpers
Encino, CA Other
POSTED ON 3/11/2024 CLOSED ON 5/10/2024

What are the responsibilities and job description for the Intake Specialist position at Tax Relief Helpers?

Job Details

Job Location:    Lake Balboa Office - Encino, CA
Position Type:    Full Time
Education Level:    High School
Salary Range:    $17.00 - $17.00 Hourly
Travel Percentage:    None
Job Shift:    Day
Job Category:    Admin - Clerical

Description

Job Summary:

We are seeking a motivated Intake Specialist to join our dynamic team. As an Intake Specialist, you will play a pivotal role in our company's success by fielding client calls, qualifying potential prospects, and transferring qualified leads to the sales floor. This position requires exceptional communication skills, attention to detail, and the ability to thrive in a fast-paced environment. If you have a passion for customer service and enjoy working with clients over the phone, we encourage you to apply.

Responsibilities:

  • Field client calls and provide prompt, accurate, and satisfactory responses to their inquiries and concerns.
  • Display professionalism and patience when de-escalating situations involving dissatisfied customers, offering assistance and support to ensure customer satisfaction.
  • Proactively reach out to clients and customers to inform them about new products, services, and policies, showcasing a deep understanding of our offerings.
  • Guide callers through our company's website or assist them in effectively utilizing our products or services.
  • Review customer or client accounts, providing timely updates and information regarding billing, shipping, warranties, and other account-related matters.
  • Collaborate with other call center professionals to identify and implement strategies to improve overall customer service and optimize the intake process.

Benefits:

  • Comprehensive training and ongoing professional development opportunities.
  • Collaborative and supportive work environment that fosters growth and teamwork.
  • Opportunities for advancement within the company for high-performing individuals.
  • We provide a comprehensive benefits package including medical, dental, vision, life insurance, supplementary benefits, and a 401(k) retirement plan.

Join our team and make a significant impact on our sales operations while providing outstanding service to our valued clients. Apply now to become an integral part of our success as an Intake Specialist.

Qualifications


  • Previous experience in a call center or customer service environment is highly desirable, but not mandatory for entry-level candidates.
  • Excellent oral and written communication skills, with the ability to convey complex information clearly and effectively.
  • Require proficiency in Microsoft Word,Excel, and similar programs.
  • Strong attention to detail and accuracy, ensuring all client information is recorded and handled appropriately.
  • Ability to adapt and thrive in a fast-paced, dynamic work environment, effectively managing multiple tasks and priorities.
  • A customer-centric mindset and a genuine passion for delivering exceptional service to clients.

Salary : $17

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