WorkNow
SMDigital USA logo

Financial Account Intake Specialist

SMDigital USA
External
Company
remote
full-time
Salary not disclosed

Posted 9 hours ago

You'll complete your application on SMDigital USA's career site.

About the Role

This globally operating digital agency delivers cutting-edge solutions through a diverse team of more than 220 staff members. The organization emphasizes a flexible, supportive culture that fosters career advancement and prioritizes the well-being of its remote employees across multiple international locations.

Requirements

  • Minimum of three years of professional experience within the legal, financial, intake, or call center sectors.
  • High level of communication proficiency and the ability to manage confidential data with professional sensitivity.
  • Strong organizational capacity to juggle several cases at once with a focus on precision.
  • Must possess a high-speed internet connection of 100 Mbps or greater, plus a secondary internet backup.
  • Hardware requirements include 16GB of RAM, a contemporary CPU, a dual-monitor configuration, and a headset equipped with noise cancellation.
  • Prior background in legal operations or pre-settlement funding is highly desirable.

Responsibilities

  • Handle incoming and outgoing telephone communications for individuals requesting pre-settlement financing.
  • Capture and record precise case data, including insurance particulars, attorney details, and information regarding accidents.
  • Evaluate whether cases meet qualification criteria and direct files to the correct departments for further evaluation.
  • Work closely with legal offices to obtain required paperwork and perform regular follow-ups to keep case workflows moving.
  • Log all client interactions meticulously while adhering to data privacy protocols and industry-standard compliance requirements.

Benefits & Perks

  • Permanent remote position supported by a dedicated work-from-home initiative.
  • Provision of PhilHealth and Maxicare HMO insurance benefits.
  • Paid time off including sick leave, vacation days, and an additional day off for your birthday.
  • Access to a company-sponsored loan program with zero interest and incentives linked to performance.
  • Opportunities for professional growth via the Arvios Leadership Development Academy, educational workshops, monthly social activities, and regular individual consultations with HR representatives.

Note: This listing is summarized and paraphrased by WorkNow from a publicly posted role. For the original wording and full details, please refer to the employer's official posting.

Similar Jobs

Invisible Technologies logo

Customer Support Agent

Invisible Technologies

Philippines
full-time
Salary not disclosed

This enterprise AI platform and services organization develops and implements industrial-strength AI solutions for major corporations. By combining a flexible SaaS infrastructure with a network of skilled human professionals, the company streamlines intricate operational workflows for contact centers in the retail, healthcare, and financial industries. In the position of Customer Support Agent, you will play a key role in delivering superior service, utilizing advanced AI-based financial technology to assist in the administration and improvement of retirement programs. This opportunity is well-suited for a meticulous individual who thrives in a fast-paced, tech-centric setting and finds satisfaction in addressing multifaceted challenges for a diverse clientele.

about 4 hours ago
Pramira logo

Freelance Website Developer, Graphic Designer

Pramira

Philippines
full-time
Salary not disclosed

We are looking for a multi-talented freelance Web Developer and Graphic Designer to work remotely. This position suits a creative expert who can integrate technical web work with superior visual design. Your main tasks include managing our WordPress presence to keep the site fast, secure, and attractive, while also creating various marketing materials. You will assist multiple departments by delivering custom design solutions that match our standards in the telecommunications and engineering sectors. This role provides great flexibility, as you can organize your own hours within a freelance structure. You will partner with our team to run marketing initiatives, keep branding consistent across all channels, and complete various digital and print production assignments. We need someone who can work autonomously, communicate effectively, and document their hours, making this a great fit for a self-driven person interested in varied project work.

20 days ago
Native Pest Management logo

Bookkeeping Virtual Assistant

Native Pest Management

Philippines
full-time
Salary not disclosed

A remote Bookkeeping Virtual Assistant based in the Philippines is needed to join the team. You will support the financial operations and administrative compliance of the organization. This is a full-time position occurring Monday through Friday, with a fixed schedule that includes the potential for Saturday shifts. You will partner with leadership to keep financial documentation precise and assist with regulatory compliance. This role is well-suited for a professional seeking long-term career development in a client-oriented environment that prioritizes dependable performance and transparent communication.

27 days ago