Remote Case Intake Specialist | Client Onboarding & Docs

Job Duck, LLC; South Africa; Remote; ZAR 210.000 - 224.000; Vollzeit

Benefits dieser Stelle

Paid time off

Parental leave

Professional development

Dedicated team support

Great Place to Work certification

Zusammenfassung

Job Duck, LLC is seeking a Case Intake Coordinator to create a positive first impression for prospective clients. You will manage communications, support the intake process, and help ensure new cases are handled efficiently from the start.

This remote role follows US Eastern Time working hours (EST/EDT) with strong organizational and communication skills required to support onboarding and documentation. Join us to contribute to a seamless client experience while balancing multiple priorities.

Qualifikationen

• Minimum of 2 years of inside sales or phone-based selling experience.
• Strong customer service and relationship-building skills.
• Ability to work independently in a remote work environment.
• Excellent verbal and written English communication.
• Reliable computer setup with stable internet.

Aufgaben

• Answering inbound phone calls and responding to emails in a professional and timely manner.
• Working the quality correction queue and document team requests between calls, completing data entry updates and lead record corrections as specified and marking them complete in the queue.
• Working outbound follow-up lists daily, including pending signups, lead follow-up activities, and abandoned call returns.
• Guiding clients through the electronic signature process and remaining on the line until documents are signed.
• Ensuring all records and information are complete and accurately entered into company systems.
• Chasing outstanding client documents in accordance with established procedures, including notarization documents within the documented follow-up timeframe.
• Supporting early onboarding activities for new cases.
• Keeping Lead Docket updated in real time by logging all client interactions, maintaining accurate statuses and dispositions, and ensuring notes are complete and current.

Kenntnisse

Inside sales

Phone sales

Remote work

Jobbeschreibung

Job Duck, LLC is seeking a Case Intake Coordinator to create a positive first impression for prospective clients. You will manage communications, support the intake process, and help ensure new cases are handled efficiently from the start.

This remote role follows US Eastern Time working hours (EST/EDT) with strong organizational and communication skills required to support onboarding and documentation. Join us to contribute to a seamless client experience while balancing multiple priorities.