Intake Specialist

Cloudstaff

📍 , , philippines, , , philippines, Philippines

Full-time Human Resources

Job Description

Role : Intake Specialist

Work Arrangement : Work from Home

Schedule : Night shift

Responsibilities

  • Serve as the first point of contact for prospective clients, explaining services, answering questions, and enrolling eligible clients.
  • Prepare and send representation paperwork, address client questions, and ensure all documentation is signed and completed before transferring cases to the next department.
  • Handle a high‑volume, phone‑intensive workload, making primarily outbound calls (approximately 90% outbound, up to 200 calls daily) and responding to inbound calls as needed.
  • Follow detailed scripts and established procedures to maintain accuracy and consistency.
  • Enter client information and call details accurately in the Case Management System.
  • Collaborate with supervisors and teammates through Microsoft Office tools, email, instant messaging, and video calls.
  • M...
Apply for this Position