Intake Specialist

Description

Job Title: Intake Specialist

Location: Encino, CA (on-site position) 

Status: Full Time position (40 hours/week)

Base Pay Range: $18.00 - $20.00/hr USD w2 Commission & Employee Benefits (Please note: Starting base pay amount is based on the extent of position-relevant experience)

About Tax Relief Helpers:

Tax Relief Helpers brings over 75 years of combined experience servicing our clients through a team of expert tax attorneys, CPAs, and enrolled agents. We've helped countless individuals and businesses resolve tax debt issues, saving them millions of dollars in back taxes. Our team takes the reins, shielding you from the IRS's intimidating letters, threats of liens, and wage garnishment. We'll work tirelessly to stop these harassments, explore tax forgiveness programs, and ensure your back taxes are filed accurately.

Summary of Employee Benefits:

• Competitive compensation with opportunities for professional growth.
• Comprehensive benefits package, including medical, dental, vision, and several other supplementary benefits.
• Opportunities for advancement within the company for high-performing individuals.
• 401(k) retirement plan.
• Paid time off, sick leave, and access to an Employee Assistance Program (EAP).
• Access to an exclusive employee discount marketplace.
• Subsidized gym memberships.

Position Summary:

We are seeking a motivated Intake Specialist to join our dynamic team. As an Intake Specialist, you will play a pivotal role in our company's success by fielding client calls, qualifying prospects, and transferring qualified leads to the sales floor. This position requires exceptional communication skills, attention to detail, and the ability to thrive in a fast-paced environment. If you have a passion for customer service and enjoy working with clients over the phone, we encourage you to apply.
 

Responsibilities:

• Consistently strive to meet and exceed mutually established Key Performance Indicators (KPIs) and other metrics that drive individual and team success.
• Greet and communicate with clients in a professional, empathetic manner
• Conduct initial intake interviews via phone or electronically
• Validate prospective client information to confirm alignment with established minimum qualification criteria.
• Collect and verify required qualifying information
• Input and maintain accurate records in internal systems or databases
• Evaluating clients needs to effectively qualify for services, and directing them to the appropriate services or departments.
• Work closely with sales manager, sales staff, and/or other teams to facilitate client intake process
• Assist in scheduling appointments and following up with clients as needed
• Provide general administrative support such as filing, copying, and data entry
• Making outbound calls on existing prospective clients

Qualifications

Required Qualifications:

• Education: High school diploma or equivalent required; Associate’s or Bachelor’s degree in a related field preferred
• Technical Skills: Hands-on experience with computer systems and software applications  (e.g., Microsoft Office Suite, CRM or similar systems) 
• Document Management: Ability to effectively maintain confidentiality in handling sensitive and personal information is required.
• Professional Demeanor: Bringing a positive, proactive, and collaborative professional attitude to work on a daily basis. 
• Customer Service: A customer-centric mindset and a genuine passion for delivering exceptional service to clients.
• Training & Development: Being excited to learn! Being a teachable member of the team means being open to receiving training, applying constructive criticism from management, and pushing to exceed personal and professional expectations. 
• Communication Skills: Excellent oral and written communication and top-tier interpersonal skills.
• Results Driven: Desire for your own personal success, as well as the success of your colleagues and organization as a whole. 
• Detail Oriented: Excellent attention to detail and organizational abilities. Ability to multitask and handle high-stress or emotionally sensitive situations

Preferred Qualifications:

• Prior experience in an intake, customer service, administrative, call center, or case management role is highly desirable (not mandatory for entry-level candidates)
• Previous Customer Relationship Management (CRM) software experience is strongly desired
• Proficiency in Microsoft Word, Excel, Ringcentral, and similar systems, software applications and computer programs is desired.
• Ability to succinctly convey complex information clearly and effectively.
• Strong, verifiable professional track record of detail and accuracy, ensuring all client information is recorded and handled correctly the first time. 
• Ability to adapt and thrive in a fast-paced, dynamic work environment, effectively managing multiple tasks and priorities.

Join our team and make a significant impact on our sales operations while providing outstanding service to our valued clients. Apply now to become an integral part of our success as an Intake Specialist.

Salary : $18 - $20