We’re Hiring: Intake Specialist!

Looking for a role that fosters collaboration, creativity and career growth in a vibrant office environment? We got you covered!

We are currently on the lookout for a Intake Specialist to join our team at Cloudstaff, the #1 workplace everywhere! Think you qualify for the role? Attach a 1-2 minute video intro and introduce yourself to us so we can meet you virtually. Attach this together with your updated CV to become a priority applicant!

Role: Intake Specialist

Work Arrangement: Work From Home

Location: Any CS Branch - Makati/Ortigas/Cebu/Mabalacat/Angeles/ Davao

Schedule: Night Shift

This role is a CS Everywhere - Work from Home setup with unlimited access to Cloudstaff Offices when you need it. CS Everywhere includes Fiber Internet, UPS, PC/Laptop. Ability to use the office when there are Internet or power issues. Pop in and have a coffee with teammates.

The Intake Department serves as the first point of contact for prospective clients to determine eligibility for disability benefits. The team is responsible for pre-screening callers, answering preliminary questions, and presenting the benefits of having legal representation in their disability claims. Intake Specialists play a key role in “making the sale” by guiding prospective clients through the decision-making process and discussing services. When eligibility is confirmed, the team sends representation paperwork and ensures timely follow-up to complete onboarding.are essential, with an expectation of completing over 100 calls and related tasks daily.

Key Responsibilities:

• Serve as the first point of contact for prospective clients, explaining services, answering questions, and enrolling eligible clients.
• Prepare and send representation paperwork, address client questions, and ensure all documentation is signed and completed before transferring cases to the next department.
• Handle a high-volume, phone-intensive workload, making primarily outbound calls (approximately 90% outbound, up to 200 calls daily) and responding to inbound calls as needed.
• Follow detailed scripts and established procedures to maintain accuracy and consistency.
• Enter client information and call details accurately in the Case Management System.
• Collaborate with supervisors and teammates through Microsoft Office tools, email, instant messaging, and video calls.
• Maintain focus, professionalism, and efficiency at all times to ensure high-quality service and performance.

Qualification and requirements:

• Positive, confident, and empathetic communicator with a friendly, engaging phone presence.
• Strong conflict resolution and de-escalation skills; able to handle emotional or difficult conversations calmly and professionally.
• Compassion and understanding, with the ability to support clients through sensitive situations while maintaining focus and productivity.
• Able to show up to work on time as scheduled and work the entire day; with the ability to work full-time hours (40 hours per week).
• Demonstrate reliability, dedication, responsibility, and trustworthiness, especially in a work-from-home environment. Must not be the primary caretaker of a dependent during work hours.
• Mental, emotional, and physical capacity to talk on the phone (in English) more than 95% of the day, while maintaining accurate data entry.
• Strong typing skills (minimum 40 words per minute) with clear, concise notetaking and attention to detail.

Non-negotiable skills & requirements:

• The candidates should also take the eSkill assessment prior to being interviewed
• They will go through two interviews before being hired
• Must have their own Fiber connection at home, apart from the ISP that CS will install, this should serve as their back up. CS Fiber ISP may take up to 6 to 8 weeks to get installed, also would depend on location if serviceable or not
• Be attentive to pre-onboarding instructions by the client
• Clear and natural speaking style, with appropriate tone and pace