Position :-
We are seeking a Customer Support Intake Specialist primarily focused on inbound and outbound client communication, basic case support, and CRM data management.
This is a customer service–oriented role that combines client interaction with light administrative support to ensure accurate documentation and smooth internal workflows.
Customer Communication (Primary Focus)
- Handle inbound and outbound calls professionally and empathetically
- Respond to high volumes of emails in a timely manner
- Collect and verify client information
- Assist with appointment scheduling and confirmations
- Follow up with clients regarding missing information or documentation
- Update client information in CRM systems
- Track documentation and follow up on pending items
- Communicate with third parties (clinics, insurance representatives) to request basic information
- Maintain organized digital records and case notes
- Ensure accurate data entry and internal tracking updates
- Tier 1 customer service support
- High-volume communication environment
- Strong focus on professionalism, responsiveness, and accuracy
- Basic documentation tracking and follow-up
- Process-driven and structured workflow
