About this role

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

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

Financial Account Intake Specialist

Key skills