Intake Specialist

Company Description TAIO is a business process outsourcing company that emphasizes high-quality service and long-term client relationships. The organization fosters a culture of ongoing training, coaching, and open communication, enabling team members to develop professionally. TAIO empowers its workforce to focus on service excellence and relationship building, which drives peak performance and cost-effective solutions for clients. Team members are encouraged to grow, succeed, and enjoy their work in a supportive environment.

Role Description The Intake Specialist is a full-time remote role responsible for managing initial client and customer interactions and gathering essential information. Day-to-day tasks include conducting intake calls or online interviews, accurately documenting client details, verifying relevant information such as eligibility or insurance coverage, and routing cases or inquiries to the appropriate internal teams. The role involves responding to questions, providing clear and courteous support, and maintaining detailed records in company systems. The Intake Specialist collaborates with colleagues and leadership to ensure a smooth intake process and contributes to continuous improvement of procedures and service quality.

Qualifications

• Strong Communication and Interpersonal Skills to interact effectively with clients and internal teams.
• Experience with Client Intake processes and Customer Service to manage inquiries and gather accurate information.
• Familiarity with Insurance concepts or coverage verification, especially in environments where insurance details are relevant.
• Proficiency with computer systems, CRM or ticketing tools, and accurate data entry.
• Ability to work independently in a remote setting, manage time effectively, and handle multiple cases or tasks.
• Attention to detail, problem-solving skills, and a professional, empathetic approach to clients and customers.
• Prior experience in intake, customer support, or BPO environments is preferred.
• High school diploma or equivalent required; additional education in business, communications, or a related field is an advantage.