CSR - Blended Account (Onsite Pasig)

Position: Intake Specialist

Overview:

The primary focus is to evaluate and gather information of prospective clients for processing.

Roles and Responsibilities:

Should include the following but may not be limited to:

Maintain time-service, quality, and production goals using good work queue management and customer service skills

Maintain a high level of customer service skills. Present a friendly and professional demeanor

Handles a high volume of continuous telephone calls and gathers needed information in a timely manner. The method of transmission can either be inbound or outbound.

Establish and maintain timely and supportive contact with clients by phone or written correspondence, to provide information regarding documentary requirements, claims procedures, and pertinent timeframes

Maintain an organized task list on a daily basis. Set tasks and prioritize activities based on established timelines to ensure no deadlines are missed

Answer incoming calls, and respond to client correspondence, including emails and voicemails on a daily basis within acceptable timelines

Performs multiple tasks simultaneously

Accurately document all contact with prospects, enter all information and outcomes in accordance with current company policies and procedures

Meet or exceed specific performance standards approved by management. Standards may change to reflect the job duties better and business needsRespond to phone calls as needed to answer questions for clients/leads

Possess excellent communication skills both verbal and written

Must be able to work independently and have great organizational skills

Data Integrity - Consistently and accurately document/enter information in accordance with current policies and practices

Other duties as assigned