Customer Service, Intake Specialist

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🕒 April 30

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20four7VA

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2010

🤝 B2B

🛍️ eCommerce

☁️ SaaS

B2B • eCommerce • SaaS

20four7VA is a dedicated virtual assistant services company that provides customizable remote staffing solutions for businesses of all sizes. They offer a wide range of virtual assistant services, including administrative, business support, marketing, and technical assistance, helping clients to achieve efficiency and reduce overhead costs. With a robust team of skilled VAs, 20four7VA ensures that clients can focus on growing their business while their various needs are met by qualified professionals.

📋 Description

• 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!