We seek a detail-oriented and bilingual Intake Agent, fluent in Spanish and English, preferably based in Colombia, the United States, or a native Spanish-speaking country with strong English communication skills. The ideal candidate will manage initial client interactions with precision and professionalism. This role involves collecting client information, explaining our services, and maintaining a high level of customer satisfaction. Responsibilities include handling inbound and outbound calls for customer service and sales initiatives, conducting quality control audits, ensuring compliance with specific routines, generating reports, and contributing to performance management. Additional duties may be assigned based on client needs.

• Handle Initial Contacts: Serve as the first point of contact for incoming calls or messages, welcoming clients.
• Collect Information: Gather detailed data about clients’ needs, issues, or inquiries.
• Data Entry: Accurately input collected information into the call center’s database or management system.
• Sales Pitch: Present and promote products or services to prospective customers, tailoring pitches based on their gathered information.
• Assess Needs: Evaluate the urgency and importance of client requests to determine next steps.
• Schedule Appointments: Arrange follow-ups or appointments with relevant departments or specialists.
• Provide Information: Offer basic details about products, services, or processes and address general questions.
• Ensure Customer Satisfaction: Create a positive first impression through professionalism, courtesy, and empathy.
• Document Interactions: Record details of client interactions and prepare reports or summaries for internal use.

• Previous experience in sales, customer service, or call center roles is preferred.
• Experience in intake or lead qualification is advantageous.
• Fluency in both English and Spanish, with strong verbal and written communication skills in both languages.
• Ability to handle multiple tasks efficiently, manage time effectively, and maintain attention to detail.
• Flexibility to adjust to different client needs and varying call volumes.

Employment Consideration

Job is offered as an independent contractor position. All compensation is based on hours worked as agreed upon by the employer and contractor. The contractor is not considered an employee of the company, and as such is not provided any benefits, including pension, retirement, social, transportation, profit sharing, paid time off, or other benefits specific to company employees.

Compensation

• Pay rate is determined based on skill and experience. Minimum starts at $3.00 USD/hour.
• Payments are made monthly via direct deposit to the contractor's bank account. Alternative pay methods available.