Home
Jobs
Saved
Resumes
Customer Service, Intake Specialist at 20four7VA | JobVerse
JobVerse
Home
Jobs
Recruiters
Companies
Pricing
Blog
Jobs
/
Customer Service, Intake Specialist
20four7VA
Remote
Website
LinkedIn
Customer Service, Intake Specialist
Philippines
Contract
2 hours ago
No Sponsorship
Apply Now
Key skills
CRM
Communication
Critical Thinking
About this role
Role Overview
Serve as the first point of contact for clients
Manage inbound and outbound communications
Gather critical claim information to support the engineering team
Handle inbound and outbound calls and emails in a professional and timely manner
Conduct intake calls and correspond via email to gather detailed claim and assignment information from clients
Apply critical thinking to interpret client-provided information and resolve inconsistencies
Prepare accurate, well-documented assignments
Determine appropriate expert assignment by evaluating property details, location, and scope of work
Accurately document and input data into the company’s CRM system
Coordinate and relay complete and accurate information to engineers and technical teams
Follow up with clients for missing details or clarifications
Review and establish project budgets, evaluate travel costs, and coordinate travel arrangements for assigned personnel
Process and manage file changes
Provide general administrative support and assist with ad hoc tasks as needed to support team operations
Requirements
Strong written and verbal communication and interpersonal skills
Neutral or minimal accent with clear spoken English
Experience in customer service, call center, or intake roles
Comfortable handling phone and email-based interactions
Strong data entry, attention to detail and organizational skills
Proficiency in Microsoft Office Suite
Experience using CRM systems (or ability to learn quickly)
Ability to multitask and manage multiple tasks
Background in insurance, claims processing, or technical services (a plus)
Experience supporting professional or engineering teams (a plus)
Benefits
Competitive rates
Weekly payments
Various open roles are available
Free training and upskilling
Constant support and guidance
A vibrant community always ready to support you
And more!
Apply Now
Home
Jobs
Saved
Resumes