Source Job

US

  • Serve as the primary point of contact for members seeking legal help across phone, chat, and digital channels.
  • Conduct detailed intake interviews, verify information, and accurately document cases in CRM systems.
  • Coordinate attorney consultations and keep members updated as cases move toward resolution.

Customer Service Case Management CRM Communication

20 jobs similar to Member Services Intake Specialist-9

Jobs ranked by similarity.

US

  • Serve as the first point of contact for members seeking legal assistance, conducting comprehensive legal intake interviews and assessing service needs.
  • Coordinate case referrals, attorney consultations, and communications between members and provider law firms while maintaining accurate documentation.
  • Deliver compassionate, professional service in a regulated environment, meeting performance metrics for quality, productivity, and member satisfaction.

LegalShield provides affordable access to legal and identity protection services, connecting members with provider law firms through its platform. As part of PPLSI, the world's largest legal and identity management platform, it serves over 4.4 million people and more than 140,000 businesses.

$1,142–$1,220/mo
US

  • Act as initial point of contact for prospective clients, handling about 30 calls per day with empathy and professionalism.
  • Qualify leads according to internal criteria and accurately document information in the CRM.
  • Schedule appointments for the sales team and follow up with leads to maintain engagement.

The partner company provides legal client intake and scheduling services. They operate fully remotely with a focus on bilingual communication and professional development.

US

  • Handle inbound and outbound calls and respond to customer inquiries via text and email.
  • Manage and update customer cases, documenting all interactions accurately.
  • Resolve routine issues at first contact and escalate complex cases as needed.

Five Star Solutions provides customer support and business process services. The company values diversity and is committed to maintaining a professional workforce while delivering the best service possible to its customers.

US

  • Assist customers with membership inquiries, account updates, cancellations, and service requests while providing exceptional service.
  • Navigate multiple CRM systems to review account history, update records, and process cancellation requests following approved scripts.
  • Maintain professional composure in high-volume calls, adapt to changing processes, and meet performance expectations.

Five Star Solutions provides membership services support for a variety of clients. The team operates in a fast-paced contact center environment with a focus on customer satisfaction and performance.

US

  • Maintain successful partnerships with customers to understand their business needs and deliver exceptional service.
  • Initiate cases on the Envoy Platform, coordinate with HR teams, employees, and signatories for case documentation.
  • Monitor case progress against start dates and timelines, and handle escalated issues proactively.

Envoy Global is a proven innovator in the global immigration space, combining an industry-leading tech platform with holistic service to streamline and expedite immigration processes. They are a growing company with a proactive customer service culture.

$1,150–$1,220/mo
Global

  • Act as the first point of contact, guiding prospective clients through the intake process with empathy and professionalism.
  • Conduct initial intake calls, collect detailed client information, and maintain accurate records and retention metrics.
  • Support the Client Intake Manager with reporting, track non-retaining prospects, and ensure consistent communication following firm guidelines.

Job Duck connects ambitious individuals with remote job opportunities at US-based companies, fostering career growth and cultural diversity. As a lifestyle company, it prioritizes employee well-being and has earned the Great Place to Work Certification annually since 2022.

US Unlimited PTO

  • Respond to membership-related emails within a four-hour window, handling account, billing, and access issues with empathy.
  • Monitor Slack channels and troubleshoot sensitive or challenging interactions with professionalism and de-escalation.
  • Document interactions, identify recurring trends, and partner with internal teams to resolve complex member issues.

The company specializes in digital healthcare services, helping members access effective care. They operate with a small, mission-driven remote team focused on empathy and equitable healthcare access.

US

  • Provide professional and timely service to internal and external customers regarding benefit administration.
  • Resolve benefit service issues with internal staff and outside vendors.
  • Perform monthly reconciliation of Carrier invoices to report to customers.

OneSource Virtual (OSV) works exclusively with Workday customers to automate payroll, taxes, earned wage access, accounts payable, and benefits. With over 1,500 customers and 92% retention, OSV offers a values-based culture and professional development.

US

  • Respond to incoming calls, emails, and inquiries professionally and promptly.
  • Review and qualify incoming inquiries, gather project details, and coordinate calls with appropriate team members.
  • Maintain accurate records of inquiries, communications, and follow-up activities.

Bitarchitects is a premier architecture, engineering, and construction firm headquartered in Washington, D.C., known for driving innovation in the built environment. They offer fully integrated services covering every phase of a project, from design through execution, and pride themselves on being a dynamic and fast-growing company.

US

  • Serve as the first point of contact for members, handling inbound and outbound calls, texts, and emails.
  • Create, update, and manage customer cases accurately while following compliance and process requirements.
  • Provide empathetic, professional support in both English and Spanish to ensure positive customer experiences.

Five Star Solutions provides customer service and support solutions, serving as the first point of contact for members and clients. The company values diversity and is committed to cultivating a professional, diverse workforce by hiring the best people available.

US

  • Support customers over the phone with product information and account corrections.
  • Ensure accuracy and completeness of customer paperwork and records.
  • Resolve product or service problems by clarifying complaints and providing solutions.

Five Star Solutions provides customer support services for the firearms industry. The company is an equal opportunity employer committed to cultivating a professional, diverse workforce.

US

  • You'll handle customer inquiries via phone, email, chat, text, and self-service channels.
  • You'll deliver accurate Tier 1 support, referrals, and escalation while documenting case details.
  • You'll meet quality and performance standards and complete cross-training across programs.

The hiring company is a partner organization that manages customer service operations for public-facing programs. Their culture emphasizes remote work, empathy, and professional development in a 24/7/365 environment.

US

  • Answer inbound calls and make outbound calls to create sales opportunities for the retail sales team.
  • Qualify customers for the reverse mortgage program using scripted guidelines and transfer interested leads.
  • Update the sales CRM with notes and schedule follow-up appointments to maintain the pipeline.

Longbridge Financial provides home equity solutions for seniors, helping them access their home equity for retirement. With an "Excellent" Trustpilot rating and over a thousand testimonials, they've been named a Great Place to Work three years running, fostering a supportive and growth-oriented culture.

Global Unlimited PTO 16w maternity 16w paternity

  • Serve as first point of contact for members and providers via phone and email, resolving health insurance inquiries.
  • Use active listening and empathy to understand issues, explain benefits, claims, and coverage, and document interactions.
  • Maintain a structured schedule, with availability during peak season, and uphold the Gravie CARE service model and core values.

Gravie creates innovative health benefits for small and midsize businesses, focusing on solutions that genuinely benefit employees. The company is well-funded, non-hierarchical, and merit-driven, with a culture that values authenticity, curiosity, and creativity.

$18–$24/hr
US

  • Answer incoming calls, messages, and general inquiries.
  • Provide basic information and assistance to customers.
  • Direct calls and requests to the appropriate team or location.

Bilgewater Group is a Chicago-based diversified services company with two core divisions: food service and care. Founded in 2003, the company operates a network of quick-service and counter-service locations across the Chicagoland area, serving thousands of customers daily.

US

  • Serve as the first point of contact for patients, scheduling appointments and coordinating referrals.
  • Verify insurance and demographic information, ensuring accuracy and compliance.
  • Document interactions in electronic medical records and escalate complex issues appropriately.

This role is posted on behalf of a partner company, and managed through Jobgether's AI-powered matching process. The company is a healthcare support provider that values compassion and efficiency in patient access services.

US

  • Serve as primary point of contact for customers with utility service inquiries, resolving issues and guiding solutions.
  • Complete virtual paid training program while passing weekly tests.
  • Document interactions accurately and collaborate with other departments to escalate complex problems.

InteLogix is a leading provider of human capital solutions, helping clients navigate health, wealth, and HR. With 19 global centers, they serve 23 million people and their families, fostering a culture of teamwork, integrity, and excellence.

US

  • Serve as the primary financial contact for caregivers during onboarding, explaining insurance benefits and estimated costs.
  • Collaborate with care coordination and clinical teams to ensure a seamless onboarding experience.
  • Maintain accurate documentation of all caregiver interactions while upholding HIPAA and privacy standards.

Lyra Health is a leading provider of evidence-based mental health care, serving over 20 million people globally. The company has a collaborative culture focused on delivering transformative care through technology.

US 22w PTO

  • Provide excellent customer service while ensuring customer accounts comply with state resale certificate regulations.
  • Process resale renewals, monitor incoming faxes and emails, and update customer information within 24 hours.
  • Collaborate with Inside Sales and Credit to resolve resale issues, meet monthly deadlines, and maintain accurate customer records.

SanMar is a leading apparel and accessories company, providing private label and brand-name products like Nike and The North Face. They have a large workforce across North America and emphasize a supportive, inclusive culture focused on employee growth.

$15–$15/hr
US Unlimited PTO

  • Respond to all membership emails within a 4-hour window during business hours.
  • Monitor and respond to questions in Slack from members or internal teams.
  • De-escalate and professionally handle emotionally sensitive inquiries from patients or members.

Honeydew is building a platform for accessing science-backed skin treatments. They are a tech-forward startup focused on remote, AI-powered dermatology care.