Financial Account Skilled Intake Specialist at SMDigital | Torre

Financial Account Skilled Intake Specialist

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Full-time

Legal agreement: Employment

Provide your expected compensation while applying
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Remote (for Philippines residents)
Shared by
Emma of Torre.ai
7 days ago

Responsibilities


WHAT YOU'LL OWNHandle inbound and outbound calls from clients seeking pre-settlement fundingGather accurate case information — accident details, attorney info, case status, and insurance dataAssess case eligibility and route to the appropriate funding team for reviewCoordinate with attorneys and law firms to collect necessary documentationKeep detailed, accurate records of every client interaction and case updateFollow up consistently to move cases through the pipeline without delaysMaintain compliance with industry regulations and data privacy standardsWHO YOU ARE3+ years of experience in a call center, legal, financial, or intake-related role (Required)Familiarity with pre-settlement funding, personal injury, or legal funding processes is a strong plusA warm, professional communicator — you handle sensitive conversations with care and confidenceDetail-oriented and accurate — you know the small things make a big difference in this industryComfortable managing multiple cases simultaneously without dropping the ballDiscreet and trustworthy with sensitive client and legal informationFlexible with shifting schedules and thrives in a fully remote setupWHAT WE OFFERFull-time remote work with a complete WFH support programMaxicare HMO + PhilHealth coverageSIL, PTO, and a special birthday leavePaid vacation leaveZero-interest employee loan programPerformance bonuses and merit-based recognitionMonthly Gen Pow-Wows and team engagement events with prizesArvios Leadership Development Academy and workshop programsMonthly 1-on-1 touchbase calls with your HR partnerHOME OFFICE REQUIREMENTS (MUST PROVIDE SCREENSHOT)Stable internet connection with at least 100 Mbps postpaidLaptop/Computer Specs: Minimum 16GB RAM with Intel i5 core processor, AMD Ryzen 5, or higher equivalent.For Windows users: Windows 11 OS is requiredNoise-Cancelling HeadsetDual Monitor is mandatoryBackup Internet Connection (Prepaid Home WIFI Router or Pocket WIFI) and Power Outage Backup