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20four7VA serves as a bridge between skilled global contractors and U.S.-based businesses requiring professional business support. The company has established a reputation for excellence in remote workforce management, offering competitive rates and weekly payments to its network of virtual assistants. Their mission is to empower both businesses and contractors through a seamless, support-driven engagement model that prioritizes clear communication and mutual growth.
Operating globally with a strong preference for talent in regions like the Philippines, 20four7VA focuses on providing "near-native" English speakers to ensure high-quality client interactions. The agency provides a comprehensive "Master Services Agreement" and "Statement of Work" to ensure all engagements are professionally governed and well-documented. Contractors benefit from a supportive community and the ability to work within North American time zones, such as EST, while maintaining an independent contractor status.
Job Overview
Positions Available: 1
Location: Remote / Worldwide (Philippines Preferred)
Employment Type: Independent Contractor (40 Hours/Week)
Deadline: Not Specified
Salary: Competitive Rates (Weekly Payments)
Job Summary
The Customer Service & Intake Specialist serves as the primary point of contact for clients, managing both inbound and outbound professional communications. This role involves gathering critical insurance claim information, interpreting data to assign appropriate experts, and coordinating travel logistics for technical teams. The specialist ensures that all assignments are accurate, well-documented, and seamlessly integrated into the company’s CRM system to support daily engineering operations.
Duties & Responsibilities
Manage professional inbound and outbound calls and emails promptly and effectively.
Conduct detailed intake calls to gather critical claim and assignment information from clients.
Apply critical thinking to interpret information and resolve any inconsistencies in client-provided data.
Prepare accurate, well-documented assignments by evaluating property details and the scope of work.
Determine the most appropriate expert for assignments based on location and specific project requirements.
Accurately input and maintain project data within the company’s CRM system.
Relay complete and accurate information to engineers and technical teams to facilitate project commencement.
Follow up diligently with clients to obtain missing details or clarifications for incomplete files.
Review and establish project budgets while evaluating associated travel costs.
Coordinate complex travel arrangements for assigned personnel to ensure timely site visits.
Process and manage internal file changes to keep all project documentation current.
Provide general administrative support to ensure smooth daily operations for the business support team.
Adhere strictly to agreed-upon timelines, guidelines, and deliverables as outlined in the Statement of Work.
Maintain a customer-focused demeanor to provide an exceptional first point of contact for all clients.
Participate in team meetings and assist with ad hoc tasks to support broader company goals.
Qualifications & Requirements
Experience Level: Junior to Senior level with a background in customer service or call center roles.
Communication Skills: Neutral or minimal accent with clear, near-native spoken English.
Technical Proficiency: Strong skills in Microsoft Office Suite and experience using CRM systems.
Education: BA/BSc/HND or equivalent professional experience.
Administrative Skills: Exceptional data entry accuracy, attention to detail, and multitasking abilities.
Industry Knowledge: Preferred background in insurance, claims processing, or supporting engineering teams.
Availability: Must be able to work Monday–Friday, 8 am to 5 pm EST.
Personal Traits: Professional, detail-oriented, and able to work efficiently in a fast-paced environment.
How to Apply
Interested candidates should begin the process by visiting the official recruitment portal to submit their details.
Method of Application: 👉Click Here to Apply.
Existing Contractors: If you have previously completed the 20four7VA recruiting process, please apply via the 20four7VA Team Portal for faster processing.
Pro Tip: Upload your resume first to automatically populate the application fields.
📌 Note: This is an independent contractor opportunity, and contractors are not employees of 20four7VA or the client.
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