Intake Operator Specialist

Schwartz & Associates; Bluecutt Estates (MS); On-site; USD 26,000 - 34,000; Full time

Job summary

Schwartz & Associates is seeking a detail-oriented clerical assistant to support customer service operations. You will interview customers, record information, and manage daily logs, messages, and transfers to an Intake Screener.

The role involves basic filing, photocopying, and general clerical tasks in a busy office. Qualifications include a high school diploma or GED, 1–3 months of related experience, and helpful telemarketing or call center skills.

Qualifications

• High School Diploma or GED and 1–3 months of related experience or training.
• Telemarketing and/or call center skills are a plus.
• Spanish-speaking candidate a plus.

Responsibilities

• Interview customers and record information into the computer.
• Provide information to callers and relay messages to personnel.
• Operate or assist with telephone, switchboard or intercom as needed.
• Complete daily department reports or logs.
• Document basic client information on daily logs and transfer callers as needed.
• File accepted and rejected cases and keep the desk stocked with supplies.
• Perform other clerical duties such as filing, photocopying, and collating.

Skills

Telephone etiquette

Call center experience

Spanish speaking

Reading comprehension

Writing ability

Education

High School Diploma or GED

Tools

Interoffice paging system

Job description

Description

The candidate for this position will be responsible for interviewing customers and recording interview information into the computer for customer service by performing the following duties:

Essential Duties and Responsibilities:

• Supplies information to callers and sends messages/calls to appropriate personnel.
• Uses firms’ internal paging system to individuals to inform them of telephone calls, using paging or interoffice communication equipment.
• May operate communication systems such as telephone, switchboard, and intercom.
• May be required to complete daily report for department, as well as any other log reports.
• Documents on daily log sheets the potential client’s basic information and transfers the caller to an Intake Screener.
• Files any accepted and rejected cases. Stack the investigator’s desk with the necessary supplies.
• Performs other clerical duties as needed, such as filing, photocopying, and collating.

Requirements

• High School Diploma or General Education Degree (GED); or one (1) to three (3) months related experience and/or training, or equivalent combination of education and experience. Telemarketing and/or call center skills a plus. Spanish speaking candidate a plus.
• Ability to read and comprehend simple instructions, short correspondence, and memos.
• Ability to write simple correspondence.
• Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.
• Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions.

Compensation is based on education and experience.