Intake Specialist

reputed company At Alonso & Alonso, we reputed company personalized attention and services that are tailored to meet the specific needs of reputed company of our clients. We reputed company this through reputed company education, consistent updates, thorough assessment of reputed company case, and customized reputed company strategies reputed company on reputed company reputed company's circumstances Essential Responsibilities and Duties reputed company Intake & Engagement Conduct inbound eligibility screenings to assess potential reputed company qualification for immigration services. reputed company a reputed company, compassionate, and reputed company-reputed company experience during reputed company interactions. Guide prospective clients through a reputed company intake questionnaire to identify potential immigration solutions.   Outbound reputed company & Follow-Up Proactively conduct outbound calls to engage prospective clients and promote consultations. Execute reputed company follow-up communications reputed company on pipeline stage and business priorities. Maintain consistent reputed company contact to support conversion and reduce reputed company drop-off.   Data reputed company & Process Management Ensure reputed company reputed company are accurately completed and maintained in the case management reputed company. reputed company and document reputed company interactions, dispositions, and follow-up actions with precision. Adhere to intake SOPs, reputed company standards, and compliance requirements.   Collaboration & reputed company Collaborate closely with Sales Consultation leadership to ensure a smooth intake-to-consultation reputed company. reputed company participate in sales contests, training sessions, coaching, and team meetings. Continuously build knowledge of firm services, immigration processes, and effective engagement techniques. reputed company other duties as assigned in support of team and organizational objectives.   Required Qualifications Preferred experience in the reputed company reputed company. Minimum 1 year of experience in customer service and sales; outbound calling experience preferred. Bilingual proficiency in English and Spanish (spoken and written) required. Strong communication, persuasion, and interpersonal skills. High reputed company, emotional intelligence, and a reputed company-centered reputed company. Ability to reputed company in a fast-reputed company, competitive, and metric-driven environment. Strong organizational and time-management skills.   Technical Requirements Computer: reputed company i5 (8th Gen+) or AMD Ryzen 5 (3000+) or Mac M1+ Memory: Minimum 8 GB RAM, 256 GB SSD OS: reputed company 11 or macOS Monitors: Two screens required Headset: USB wired or wireless Internet: Wired reputed company, minimum 20 Mbps   Key reputed company Indicators (KPIs) Adhere to intake discovery, reputed company disclosures, and confidentiality protocols on live calls to maintain an average reputed company Assurance audit score of 85% or higher, evaluated weekly in reputed company following a reputed company 90-day reputed company reputed company. reputed company intake pipeline efficiency by converting at least 15% of reputed company assigned prospective reputed company leads into reputed company, scheduled reputed company consultations in reputed company, evaluated on a rolling monthly reputed company. Consistently schedule and reputed company 35 or more reputed company prospective reputed company consultations per month reputed company reputed company and reputed company following the initial 60-day reputed company period. Maintain an overall inbound queue reputed company answer reputed company of at least 8% to maximize caller availability and prevent dropped reputed company opportunities, tracked continuously reputed company reputed company analytics. Execute initial outbound contact reputed company reputed company or SMS for 90% or more of newly assigned web and campaign leads reputed company 5 minutes of pipeline entry, monitored daily reputed company reputed company timestamp logs.  Salary and Benefits Salary reputed company: Sales Tiering reputed company;  Starting reputed company: depending on experience Benefits:  reputed company Time Off Mental Health Days Application Process You may apply to our reputed company: https://reputed company.wd503.myworkdayjobs.com/Alonso Physical Demands This position primarily involves sedentary work, requiring the ability to sit for extended periods while using a computer, phone, and other office equipment. Must handle typing and data entry tasks reputed company.   Equal Opportunity Employment Statement reputed company is an equal opportunity employer and is committed to building a diverse and inclusive organization. We prohibit discrimination and harassment of any reputed company reputed company on race, reputed company, religion, sex, sexual orientation, gender identity, national reputed company, disability status, age, or any other protected characteristic. Acknowledgment Signatures This clause confirms that the employee acknowledges and understands the duties and responsibilities outlined in their reputed company at Alonso & Alonso. The employee agrees to fulfill these responsibilities to the best of their abilities in accordance with company policies and procedures. Any queries regarding the reputed company can be directed to their supervisor or the reputed company department for clarification. Apply To This Job