Remote Intake Specialist: Growth, PTO & Benefits

Willmott & Assosiates PLC; United States; Remote; USD 22,000 - 34,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Paid time off

401(k) plan

Professional development

Remote work environment

Job summary

Willmott & Assosiates PLC is seeking a Remote Intake Specialist to join our growing team. You will manage inquiries, collect and verify information, and maintain accurate client records while processing new requests efficiently.

Strong communication, outstanding organization, and the ability to work independently in a remote environment are essential. This role offers a flexible remote setting and opportunities for professional growth.

Qualifications

• High school diploma or equivalent; additional education is an advantage.
• Previous experience in customer service, administrative support, client intake, or a related position is preferred.
• Strong written and verbal communication skills.
• Excellent organizational and time-management abilities.
• Proficiency in Microsoft Office and general computer applications.
• Ability to manage multiple tasks and meet deadlines.
• Strong attention to detail and accuracy.
• Ability to work independently in a remote environment.

Responsibilities

• Handle incoming inquiries through phone calls, emails, and online communication channels.
• Collect, review, and accurately enter client information into company databases.
• Conduct initial intake assessments to understand client needs and requirements.
• Verify submitted information and follow up when additional documentation is needed.
• Maintain organized and up-to-date client records and intake documentation.
• Direct inquiries to the appropriate departments or team members.
• Schedule appointments, consultations, and follow-up communications when necessary.
• Respond to routine questions and provide clear information about company processes.
• Protect confidential information and follow established data-handling procedures.
• Assist with administrative tasks and improve the efficiency of the intake process.

Skills

Communication

Organizational skills

Time management

Attention to detail

Independent work

Education

High school diploma

Tools

Microsoft Office

Job description

Willmott & Assosiates PLC is seeking a Remote Intake Specialist to join our growing team. You will manage inquiries, collect and verify information, and maintain accurate client records while processing new requests efficiently.

Strong communication, outstanding organization, and the ability to work independently in a remote environment are essential. This role offers a flexible remote setting and opportunities for professional growth.