Intake Specialist

Willmott & Assosiates PLC is seeking a detail-oriented and organized Remote Intake Specialist to join our growing team. The successful candidate will be responsible for managing incoming inquiries, collecting and verifying information, maintaining accurate records, and ensuring that new requests are processed efficiently.

This role requires excellent communication skills, strong attention to detail, and the ability to handle multiple requests while providing a professional and positive experience to prospective clients and existing customers.

• Handle incoming inquiries through phone calls, emails, and online communication channels.
• Collect, review, and accurately enter client information into company databases.
• Conduct initial intake assessments to understand client needs and requirements.
• Verify submitted information and follow up when additional documentation is needed.
• Maintain organized and up-to-date client records and intake documentation.
• Direct inquiries to the appropriate departments or team members.
• Schedule appointments, consultations, and follow-up communications when necessary.
• Respond to routine questions and provide clear information about company processes.
• Protect confidential information and follow established data-handling procedures.
• Assist with administrative tasks and improve the efficiency of the intake process.

• High school diploma or equivalent; additional education is an advantage.
• Previous experience in customer service, administrative support, client intake, or a related position is preferred.
• Strong written and verbal communication skills.
• Excellent organizational and time-management abilities.
• Proficiency in Microsoft Office and general computer applications.
• Ability to manage multiple tasks and meet deadlines.
• Strong attention to detail and accuracy.
• Ability to work independently in a remote environment.

• Competitive compensation.
• Health and dental insurance options.
• Paid time off and holiday benefits.
• 401(k) retirement savings options.
• Professional development and growth opportunities.
• Supportive and collaborative remote work environment.