Tax Relief Helpers · 6 months ago
Intake Specialist - Bilingual: English/Spanish (55945)
Encino, CA, USA
Full-time
Onsite
New Grad, Entry Level
$18/hr - $22/hrTax Relief Helpers is a company with over 75 years of experience in helping clients resolve tax debt issues. They are seeking a motivated Intake Specialist who will field client calls, qualify prospects, and transfer qualified leads to the sales floor, requiring exceptional communication skills and attention to detail.
AccountingConsultingFinancial Services
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
Qualification
Required
Bilingual with fluency in speaking both English and Spanish
A motivated, hard working professional looking to establish themselves in their career
Professional phone demeanor with the ability to make 200-300 calls a day with our clients
Education: High school diploma or equivalent required; Associate's or Bachelor's degree in a related field preferred
Hands-on experience with computer systems and software applications (e.g., Microsoft Office Suite, CRM or similar systems)
Ability to effectively maintain confidentiality in handling sensitive and personal information is required
Bringing a positive, proactive, and collaborative professional attitude to work on a daily basis
A customer-centric mindset and a genuine passion for delivering exceptional service to clients
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
Excellent oral and written communication and top-tier interpersonal skills
Desire for your own personal success, as well as the success of your colleagues and organization as a whole
Excellent attention to detail and organizational abilities. Ability to multitask and handle high-stress or emotionally sensitive situations
Preferred
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
Benefits
Comprehensive benefits package, including medical, dental, vision, and several other supplementary benefits.
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.
Company
Tax Relief Helpers
We understand the worry and anxiety that comes from intimidating letters, threats of liens, wage garnishment, and property seizures.
Founded in 2014
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase