Financial Account Intake Specialist

Job not on LinkedIn

🕒 April 1

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Logo of SMDigital USA

SMDigital USA

51 - 200 employees

🤝 B2B

B2B • 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

• 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

🎯 Requirements

• 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

🏖️ Benefits

• Monthly Company Bonus Program • Paid Vacation Leave • Holiday Bonus

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