About the job
We are looking for a detail-oriented and bilingual Intake Agent fluent in both Spanish and English to handle initial client interactions. The ideal candidate will excel in collecting information, providing information about our services, and ensuring a high level of customer satisfaction. This role is critical in ensuring our clients receive a seamless and professional initial contact experience. Activities will vary, as determined by client needs, but include, call servicing - both inbound and outbound for customer service and sales initiatives, quality control audits, and compliance-specific routines, including reporting and performance management. Additional duties as assigned.
Key Responsibilities
Key Responsibilities
- Handle Initial Contacts: Serve as the first point of contact for incoming calls or messages, welcoming clients.
- Collect Information: Gather detailed data about clients needs, issues, or inquiries.
- Data Entry: Accurately input collected information into the call centers database or management system.
- Sales Pitch: Present and promote products or services to prospective customers, tailoring pitches based on their gathered information.
- Assess Needs: Evaluate the urgency and importance of client requests to determine next steps.
- Schedule Appointments: Arrange follow-ups or appointments with relevant departments or specialists.
- Provide Information: Offer basic details about products, services, or processes and address general questions.
- Ensure Customer Satisfaction: Create a positive first impression through professionalism, courtesy, and empathy.
- Document Interactions: Record details of client interactions and prepare reports or summaries for internal use.
