Remote Intake Specialist: Client Onboarding & Support

TAIO; Philippines; On-site; PHP 279,000 - 446,000; Full time

Job summary

TAIO is hiring a remote Intake Specialist in the Philippines to manage initial client interactions, conduct intake calls or online interviews, and accurately document client details.

You will verify eligibility or insurance coverage, route cases to internal teams, and maintain detailed records in company systems, delivering courteous support and contributing to process improvements.

Collaborate with colleagues and leadership to ensure a smooth intake process and high-quality service.

Qualifications

• Strong communication and interpersonal skills for client and internal interactions.
• Experience with client intake and customer service to gather accurate information.
• Familiarity with insurance concepts or coverage verification where relevant.
• Proficiency with computer systems, CRM or ticketing tools, and accurate data entry.
• Ability to work independently in a remote setting, manage time, and multi-task.

Responsibilities

• Conduct intake calls or online interviews and document client details.
• Verify eligibility or insurance coverage.
• Route cases or inquiries to appropriate internal teams.
• Provide clear and courteous support to clients.
• Maintain detailed records in company systems.

Skills

Communication

Interpersonal skills

Intake processes

Insurance concepts

CRM tools

Data entry

Remote work

Time management

Attention to detail

Empathy

Education

High school diploma

Tools

CRM systems

Ticketing tools

Job description

TAIO is hiring a remote Intake Specialist in the Philippines to manage initial client interactions, conduct intake calls or online interviews, and accurately document client details.

You will verify eligibility or insurance coverage, route cases to internal teams, and maintain detailed records in company systems, delivering courteous support and contributing to process improvements.

Collaborate with colleagues and leadership to ensure a smooth intake process and high-quality service.