Intake Specialist – Financial

SMDigital-PH; Cebu City; Hybrid; PHP 335,000 - 603,000; Full time

Benefits offered by this job

WFH support program

Maxicare HMO + PhilHealth coverage

PTO and birthday leave

Paid vacation leave

Zero-interest employee loan program

Performance bonuses and merit-based 7

Job summary

SMDigital-PH is seeking a remote intake specialist to handle inbound and outbound calls from clients seeking pre-settlement funding, gather case details, and assess eligibility. You will coordinate with attorneys and ensure accurate records while staying compliant in a fully remote setup.

Ideal candidates have 3+ years in call center, legal, or intake roles, and possess strong communication skills, attention to detail, and the ability to manage multiple cases simultaneously.

Qualifications

• 3+ years of experience in a call center, legal, financial, or intake-related role.

Responsibilities

• Handle inbound and outbound calls from clients seeking pre-settlement funding.
• Gather accurate case information - accident details, attorney info, case status, and insurance data.
• Assess case eligibility and route to the appropriate funding team for review.

Skills

Call center experience

Legal intake

Attention to detail

Excellent communication

Remote work

Job description

WHAT YOU'LL OWN

• Handle inbound and outbound calls from clients seeking pre-settlement funding
• Gather accurate case information - accident details, attorney info, case status, and insurance data
• Assess case eligibility and route 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

WHO YOU ARE

• 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 - you know the small things make a big difference in this industry
• Comfortable managing multiple cases simultaneously without dropping the ball
• Discreet and trustworthy with sensitive client and legal information
• Flexible with shifting schedules and thrives in a fully remote setup

WHAT WE OFFER

• 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

HOME OFFICE REQUIREMENTS (MUST PROVIDE SCREENSHOT)

• Stable internet connection with at least 100 Mbps postpaid
• Laptop/Computer Specs: 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
• External Camera
• Dual Monitor is mandatory
• Backup Internet Connection (Prepaid Home WIFI Router or Pocket WIFI) and Power Outage Backup