SMDigital USA logo
SMDigital USA

Advertising Agency · Business Consultant · Internet Marketing Service

Financial Account Intake Specialist

Financial Planning and AnalysisFinancial Planning and AnalysisFull TimeRemoteSeniorTeam 51-200H1B No SponsorCompany SiteLinkedIn

Location

Philippines

Posted

79 days ago

Salary

0

Seniority

Senior

High School3 yrs expEnglish

Job Description

Financial Account Intake Specialist

SMDigital USA

• Answer incoming calls to gather and input relevant information regarding the client’s potential claim • Gather details regarding Plaintiff information, Attorney information, case types, prior litigation fundings, injuries/damages, liability, and insurance coverage to determine the veracity of potential claims • Enter all details and information into the case management system and create leads • Assign all leads created to the Account Executives • Provide the best caller experience to clients • Perform other duties as assigned by Management

Job Requirements

  • Has a minimum of 3 years experience working as a Customer Service Representative
  • in a Business Process Outsource (BPO) environment and can start immediately
  • Possess strong computer (Excel/Word/PowerPoint) and internet skills
  • Willing to work on shifting schedules
  • Keen to detail
  • Meet the typing requirement of 40 WPM
  • Strong time management
  • Adaptability and accountability
  • Exceptional customer service, active listening, and verbal and written communication skills, professional phone voice
  • Ability to prioritize workload and multitask in a fast-paced environment
  • Excellent data entry and typing skills

Benefits

  • Monthly Company Bonus Program
  • Paid Vacation Leave
  • Holiday Bonus

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