Financial Account Intake Specialist

Job not on LinkedIn

🔥 1 hour ago

🇵🇭 Philippines – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

👻 Ghost score 25%

What it means: the chance that no one is really hiring for this job.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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SMDigital USA

WebsiteLinkedInAll Job Openings

51 - 200 employees

💼 Consulting

📣 Marketing

Consulting • Marketing • Digital Agency

SMDigital USA is an award-winning international digital agency known for its talented team of over 220 professionals committed to creating innovative digital solutions. The company places a strong emphasis on fostering a positive work environment, offering flexibility and growth opportunities, and maintaining a healthy work-life balance for its global team. With offices in Miami, New York, Shanghai, Medellin, Spain, the Philippines, and Panama, SMDigital specializes in areas such as customer service, web development, SEO, social media management, and more, relying on a team of experts primarily based in the Philippines.

📋 Description

• Handle inbound and outbound calls from clients seeking pre-settlement funding • Gather accurate case information, including accident details, attorney information, case status, and insurance data • Assess case eligibility and route cases to the appropriate funding team for review • Coordinate with attorneys and law firms to collect necessary documentation • Keep detailed, accurate records of every client interaction and case update • Follow up consistently to move cases through the pipeline without delays • Maintain compliance with industry regulations and data privacy standards

🎯 Requirements

• 3+ years of experience in a call center, legal, financial, or intake-related role (Required) • Familiarity with pre-settlement funding, personal injury, or legal funding processes is a strong plus • A warm, professional communicator — you handle sensitive conversations with care and confidence • Detail-oriented and accurate • Comfortable managing multiple cases simultaneously • Discreet and trustworthy with sensitive client and legal information • Flexible with shifting schedules • Stable internet connection with at least 100 Mbps postpaid • Minimum 16GB RAM with Intel i5 core processor, AMD Ryzen 5, or higher equivalent • For Windows users: Windows 11 OS is required • Noise-Cancelling Headset • Dual Monitor is mandatory • Backup Internet Connection (Prepaid Home WIFI Router or Pocket WIFI) and Power Outage Backup

🏖️ Benefits

• Full-time remote work with a complete WFH support program • Maxicare HMO + PhilHealth coverage • SIL, PTO, and a special birthday leave • Paid vacation leave • Zero-interest employee loan program • Performance bonuses and merit-based recognition • Monthly Gen Pow-Wows and team engagement events with prizes • Arvios Leadership Development Academy and workshop programs • Monthly 1-on-1 touchbase calls with your HR partner

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