Customer Service, Intake Specialist

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20four7VA

SiteLinkedInTodas as Vagas

51 - 200 funcionários

Fundada em 2010

💼 Consultoria

📦 Logística

📣 Marketing

Consulting • Logistics • Marketing

20four7VA é uma empresa especializada em serviços de assistente virtual que oferece soluções de staffing remoto personalizáveis para negócios de todos os portes. A companhia disponibiliza uma ampla gama de serviços de assistente virtual, incluindo atividades administrativas, suporte ao negócio, marketing e assistência técnica, ajudando os clientes a ganhar eficiência e reduzir custos operacionais. Com uma equipe robusta de assistentes virtuais (VAs) altamente qualificados, a 20four7VA garante que os clientes possam focar no crescimento do negócio enquanto suas diversas necessidades são atendidas por profissionais especializados.

Descrição

• 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

🎯 Requisitos

• 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)

🏖️ Benefícios

• 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!