Case Verification Specialist || Onsite role

Career at Callmax Solutions - Philippines; Imus; On-site; PHP 335,000 - 469,000; Full time

Job summary

Career at Callmax Solutions - Philippines seeks a detail-oriented verification specialist to verify applicant information, confirm identities, and ensure data integrity within CRM systems.

The role requires calm communication, strong listening skills, and adherence to privacy protocols.

Qualifications

• Must demonstrate a neutral-to-American English accent. This requirement is mandatory and non-negotiable.
• Previous experience in a BPO, customer service, call center, or verification role.
• Excellent verbal communication and active listening skills.
• Strong attention to detail and data accuracy.
• Comfortable handling a high volume of workload.
• Basic computer proficiency and experience using CRM or data entry systems.
• Ability to manage sensitive conversations with professionalism and respect.
• Strong organizational and time management skills.
• Willingness to work flexible schedules, including weekends or holidays, if required.

Responsibilities

• Verify information provided in free meal applications.
• Confirm applicant identity using established verification procedures.
• Validate personal, household, and eligibility information according to program guidelines.
• Explain the purpose of the verification call and answer applicant questions within the program scope.
• Document call outcomes and update applicant records in the CRM or case management system.
• Identify missing or inconsistent information and escalate to the appropriate team when necessary.
• Follow approved call scripts while maintaining a professional and conversational approach.
• Meet quality assurance and productivity targets.
• Ensure compliance with company policies, privacy regulations, and data security requirements.
• Maintain confidentiality of all applicant information.
• Review and verify applicant information in Smartsheet, Careflow, and ePaces for accuracy.
• Review flagged applicants, assess eligibility and availability, update information, and follow up as needed.

Skills

Verbal communication

Active listening

Attention to detail

Organizational skills

Time management

CRM / data entry

Tools

CRM software

Job description

1. Verify information provided in their free meal applications.

2. Confirm applicant identity using established verification procedures.

3. Validate personal, household, and eligibility information according to program guidelines.

4. Clearly explain the purpose of the verification call and answer applicant questions within the scope of the program.

5. Accurately document call outcomes and update applicant records in the CRM or case management system.

6. Identify missing or inconsistent information and exceed these cases to the appropriate team when necessary.

7. Follow approved call scripts while maintaining a professional and conversational approach.

8. Meet quality assurance and productivity targets.

9. Ensure compliance with company policies, privacy regulations, and data security requirements.

10. Maintain confidentiality of all applicant information.

11. Review and verify applicant information in Smartsheet, Careflow, and ePaces for accuracy.

12. Review flagged applicants, assess eligibility and availability, update information, and follow up as needed.

Qualifications:

1. Must demonstrate a neutral-to-American English accent. This requirement is mandatory and non-negotiable.

2. Previous experience in a BPO, customer service, call center, or verification role.

3. Excellent verbal communication and active listening skills.

4. Strong attention to detail and data accuracy.

5. Comfortable handling a high volume of workload.

6. Basic computer proficiency and experience using CRM or data entry systems.

7. Ability to manage sensitive conversations with professionalism and respect.

8. Strong organizational and time management skills.

9. Willingness to work flexible schedules, including weekends or holidays, if required.

Preferred Skills:

1. Experience in verification, eligibility screening, healthcare, government assistance, or nonprofit programs.

2. Knowledge of customer privacy and data protection best practices.

3. Ability to multitask between phone conversations and system documentation.

4. Strong problem-solving and decision-making skills.