Intake Specialist

Job Description

We are seeking a full-time Intake Specialist to help manage the client onboarding process. This position will support our Intake Manager by handling the foundational aspects of lead creation, documentation, and initial assessments. Meticulous attention to detail and dedication to thoroughness are critical in setting the stage for a smooth client experience.

Key Responsibilities:
- Lead Creation: Create new leads by efficiently capturing essential client information.
- Documentation: Manage and organize client documentation, ensuring all necessary paperwork is completed, accurate, and filed correctly.
- Client Assessments: Collect and prepare necessary information to assess new clients and facilitate their transition within the company.
- Onboarding Collaboration: Work closely with the Intake Manager to ensure that all aspects of client onboarding are handled promptly and professionally.
- Communication Support: Maintain effective communication with new clients throughout the onboarding process, ensuring they feel informed and at ease.
- Other tasks and responsibilities as reasonably assigned.

Required Qualifications:
- Excellent organizational and administrative skills.
- Good interpersonal skills, with the ability to communicate effectively with clients
- Ability to manage multiple tasks and priorities in a fast-paced environment.

What We Offer
- A meaningful career: Join a passionate team of 65+ members committed to growth. Our team thrives in a structured environment that empowers employees to discover, develop and apply their unique talents.
- Benefits: Flexible time off, comprehensive health plans, disability and life insurance coverage.
- Competitive compensation: Our approach rewards the value you create through competitive salaries and bonus opportunities, allowing you to share in the success you help drive.

About the Employer

Based in Front Royal, VA, Allclaims Pro is a public adjusting firm dedicated to advocating for homeowners in the insurance claims process. We foster a Catholic culture of dignified work. This means we value independent and proactive team members who solve problems creatively and excel without micromanagement. We encourage new ideas, offer direct feedback, and collaborate constructively to achieve the best outcomes for our clients.