Customer Intake Specialist

Remote (United States)

Job Details

Employment Type: Full-Time

Department: Growth

Compensation: $22-$26 per hour

Schedule: Monday–Friday, with coverage across Eastern and Pacific Time zones. Overtime eligible.

About the Role

As a Customer Intake Specialist, you will be the first voice customers hear and the first step in turning customer conversations into accurate, structured information that supports the rest of the organization.

This is a high-volume, high-intensity phone role involving conversations with business owners across a wide variety of industries, including contractors, restaurant owners, consultants, and trucking companies. You will learn how their businesses operate, identify relevant risks, ask the right questions, and accurately document the information needed to support faster and more accurate quoting.

You will work closely with Sales and Customer Service teams, and the information you capture will feed into systems designed to perform intake work efficiently at scale.

Two things are especially important in this position: volume and accuracy. You should be comfortable handling back-to-back calls throughout your shift while maintaining precise, reliable documentation.

What You'll Do

• Handle back-to-back customer calls: Maintain continuous customer engagement throughout your shift and provide consistent service on every call.
• Capture information with precision: Type while speaking with customers, listen carefully while entering information, and maintain accuracy while working quickly.
• Represent the organization professionally: Communicate with customers in a confident, helpful, and professional manner throughout every interaction.
• Identify and escalate edge cases: Recognize exceptions, unusual situations, or issues that require additional review and escalate them appropriately.
• Provide accurate data for downstream processes: Create clean, detailed notes that support intake workflows and other business processes. Identify patterns that can help improve systems and processes.

Qualifications

• Previous experience in a high-volume customer-facing environment, such as a call center, sales floor, or customer service role.
• Ability to type quickly and accurately while simultaneously speaking with customers.
• Strong business judgment and the ability to quickly understand how different types of businesses operate.
• Ability to stay organized under pressure while following strict procedures and adapting to changing priorities.
• Strong interpersonal skills and genuine comfort with frequent customer conversations throughout the day.
• Ability to maintain consistent quality and attention throughout a demanding, high-volume shift.
• Comfort working with technology and AI-based tools.
• Strong multitasking skills.
• Professional verbal communication skills.
• Reliable internet connection and a quiet remote work environment.
• Availability Monday through Friday with the ability to provide coverage across Eastern and Pacific Time zones.

Preferred Qualifications

• Experience in insurance, financial services, or another regulated industry.
• Bilingual English and Spanish communication skills.
• Experience using CRM systems or call-center software.

What to Expect Day to Day

• Repetitive, high-volume work: The role is intentionally structured around back-to-back calls and accurate note-taking throughout the shift. Success comes from consistently performing the same core responsibilities at a high level.
• Accuracy is critical: Accurate documentation is essential because errors can affect downstream processes. Speed should never come at the expense of reliable notes.
• Long, demanding shifts: Expect a high call volume and an environment that requires sustained focus and quality from the first call through the final call of the shift. Overtime may be available.

This position can provide an opportunity to gain experience in a technology-driven environment, but the day-to-day work is primarily focused on phone-based customer intake rather than strategy.

Benefits

• Health insurance.
• Dental insurance.
• Vision insurance.
• Performance-based bonus opportunities tied to volume and quality.