Financial Account Skilled Intake Specialist
Full-time
SMDigital
Remote
- Remote job
WHAT YOU'LL OWN
- Handle inbound and outbound calls from clients seeking pre-settlement funding
- Gather accurate case information — accident details, attorney info, case status, and insurance data
- Assess case eligibility and route to the appropriate funding team for review
- Coordinate with attorneys and law firms to collect necessary documentation
- Keep detailed, accurate records of every client interaction and case update
- Follow up consistently to move cases through the pipeline without delays
- Maintain compliance with industry regulations and data privacy standards
WHO YOU ARE
- 3+ 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 plus
- A warm, professional communicator — you handle sensitive conversations with care and confidence
- Detail-oriented and accurate — you know the small things make a big difference in this industry
- Comfortable managing multiple cases simultaneously without dropping the ball
- Discreet and trustworthy with sensitive client and legal information
- Flexible with shifting schedules and thrives in a fully remote setup
WHAT WE OFFER
- Full-time remote work with a complete WFH support program
- Maxicare HMO + PhilHealth coverage
- SIL, PTO, and a special birthday leave
- Paid vacation leave
- Zero-interest employee loan program
- Performance bonuses and merit-based recognition
- Monthly Gen Pow-Wows and team engagement events with prizes
- Arvios Leadership Development Academy and workshop programs
- Monthly 1-on-1 touchbase calls with your HR partner
HOME OFFICE REQUIREMENTS (MUST PROVIDE SCREENSHOT)
- Stable internet connection with at least 100 Mbps postpaid
- Laptop/Computer Specs: Minimum 16GB RAM with Intel i5 core processor, AMD Ryzen 5, or higher equivalent.
- For Windows users: Windows 11 OS is required
- Noise-Cancelling Headset
- Dual Monitor is mandatory
- Backup Internet Connection (Prepaid Home WIFI Router or Pocket WIFI) and Power Outage Backup
Vacancy posted 19 days ago
Similar jobs that could be interesting for youBased on the Financial Account Skilled Intake Specialist in Remote vacancy
- ...related inquiries Gather accurate patient information and verify insurance coverage and eligibility Guide patients through the intake process with clarity, empathy, and professionalism Coordinate with internal teams to ensure seamless patient transitions and...Remote job
1800 - 2000 $
...Intake & Scheduling Coordinator (Patient Access & Coordination) Location: Remote (Philippines... ...across clinical teams. This is a high-accountability role requiring strong English... ...coordination when required Required Skills Strong English communication and client...- ...Position Name: Jr. Accountant Reports to: Sr. Accountant Department... ...The Jr. Accounting Specialist position is a key member of... ...and contributing to accurate financial operations through collaboration... ...and oral communication skills, clear and precise in communication...Remote job
- ...~ A proactive problem-solver who doesn't wait to be told what needs to be done ~ Strong written and verbal English communication skills ~ Tech-savvy and comfortable with tools like Google Workspace, Microsoft Office, Slack, Zoom, and project management platforms...Remote job
- ...Learn more at and on LinkedIn and Twitter (X) . The Financial Data Integrity Specialist plays a key role within the Finance Systems team,... ...candidate should be detail oriented, possess strong analytical skills, excellent communications skills, and the ability to...Remote job
- ...We are looking for a skilled Accounts Receivable Accountant to provide financial, administrative, and clerical services. Accounts receivable duties include ensuring the accuracy and efficiency of operations, processing and monitoring incoming payments, and securing revenue...Remote job
- ...Job Title: Junior Offshore Accounting Associate Location: Remote (Must be available during EST working hours) Job Type: Full-Time... ...tools a plus Highly detail-oriented with strong time management skills Excellent communication and problem-solving abilities...Remote job
80000 - 100000 $
...support businesses with expert financial processes, dependable... ...As a Vacation Rental Tax Specialist, you will play a key role in... ...filings. Using cloud-based accounting platforms and process automation... ...tax experience. Technical Skills: Proficiency in QuickBooks...Remote job- ...individual to join our team as a Senior Financial Analyst. This is a full-time remote role... ...written and interpersonal communication skills Must exhibit strong analytical / critical... ...Education Bachelor's degree in Accounting, Business, or Finance and at least two years...Remote job
- ...Job Title: Temporary Accounts Receivable (AR) Specialist Location: Remote Duration: 90–100 Days (Paternity Leave Coverage) Start Date:... ...strong accounting knowledge, exceptional communication skills, and the ability to hit the ground running. This temporary...Remote job
- ...seeking a diligent and detail-oriented Accounts Payable Accountants to join our finance... ...position requires strong organizational skills and the ability to work closely with suppliers... ...? CKH is a boutique accounting & financial services firm that provides local expertise...Remote job
1200 - 1500 $
...AP/ARÂ Reconciliation Specialist Salary Range: $1,200 - $1,500/mo (Final offer... ...on client approval and candidate skills and experience) Working Hours:... ...Reconciliation Specialist with solid hands-on accounting experience to support financial accuracy across multiple platforms...- ...detail-oriented Client Support Specialist to join our growing team. In... ...strong communication skills, a problem-solving mindset, and... ...Support: Assist clients with financial or numerical inquiries, including billing discrepancies, account balances, and basic usage metrics...Remote job
- ...Job Description Join Us as a Safety Specialist – Make an Impact at the Forefront of Innovation... ...projects to ensure 24-hr coverage for intake of cases from investigative sites.... ...experience that provides the knowledge, skills, and abilities to perform the job (comparable...Remote job
12000 - 14400 $ per year
...Hiring: Full-Time GoHighLevel Specialist - Remote - $12,000 - $14,400/yr About the... ...An Inclusive & Thriving Culture – Your skills and unique gifts matter. We create an environment... ...over audio and Zoom calls. Radical Accountability – Willing to own mistakes, learn from...Remote job9600 - 14400 $ per year
...Hiring: Full-time Legal Billing Specialist - Remote - $9,600 to $14,400/... ...& Thriving Culture – Your skills and unique gifts matter. We create... ...& Transactional Billing Accounts Receivable Support... ...client relationships, and complex financial work—while you bring consistency...Remote job- ...Overview We are seeking an experienced Medical Billing & Accounts Receivable Specialist to support an established healthcare team. The ideal... ...workflows Strong written and verbal English communication skills Ability to work full-time EST hours Reliable remote...Remote job
- ...DTC Marketing Specialist Remote | Full-Time Reports To: Chief Growth Officer Working... ...managing and scaling a Klaviyo account. ~ Experience working with Shopify-based... ...ecosystems. ~ Strong analytical and reporting skills. ~ Experience managing agencies,...
- ...Accounts Payable & Bookkeeping Clerk (Remote) Location: Remote (Philippines) Job Type... ..., bookkeeping, and maintaining accurate financial records. Your primary... ...written and verbal English communication skills. Strong attention to detail with high...
- ...to join our team as a client-facing Staff Accountant. This is a full-time remote role supporting accounting operations and financial reporting for a number of FSM clients. Responsibilities... ...with Microsoft Excel ~ Strong analytical skills Soft Skills Professional working...Remote job
- ...entrepreneurs. And a few recovering financiers. Our belief is that... ...Overview: The Member Experience Specialist (Physician Facing Team) plays... ...the coordination and intake process for Carda's cardiopulmonary... ...and courteous communication skills for interacting with...Remote job
- ...Description The Recruitment and Admin Specialist is responsible for delivering end-to-... ...onboarding processes. The role is accountable for pipeline strength, hiring conversion... ...communication, and stakeholder management skills, with the ability to coordinate...
- ...Services division offers a full suite of financial and business advisory services to a... ...venture-stage start-ups. Our Outsourced Accounting and Advisory Services unit extends a wide... ...using your experiences, broadening your skills, and reaching your full potential in work...Remote job
- ...sales or website conversions. Familiarity with web design and a keen eye to detail. Excellent communication and collaboration skills. Ability to work cross functionally and with various stakeholders (internal and external). Analytical and multitasking skills...Remote job
- ...Proposal Management Specialist (Bid Proposal) Helpware | Revenue Strategy | Manila or Cebu Role Overview The Proposal Management... ..., and Excel including pivot tables, lookups, and basic financial modeling. ~ CRM platforms: Hands-on experience with HubSpot...Remote job
- ...to join our team as a client-facing Senior Accounting Manager. This is a full-time role, managing accounting operations and financial reporting for a number of FSM clients. This... ...606) Outstanding technology and systems skills Expert-level proficiency with Microsoft...Remote job
- ...Your Mission Brief As the IT Specialist at Skyrocket Studios, you will establish, optimize... .... HR-Aligned IT Operations & Account Lifecycle Management Streamline corporate... ...Crew DNA Here are some of the specific skills and experiences you’ll bring in this...Remote job
- 5D BIM Specialist - Independent Contractor Location: Philippines, Remote Engagement Type : Independent Contractor Agreement for Provision... ..., or large commercial preferred) Software & Technical Skills Strong proficiency in Autodesk Revit (required) Ability...Remote job
- ...seeking a detail-oriented and proactive Accountant to manage and support day-to-day accounting... ...be responsible for maintaining accurate financial records, ensuring compliance with... ...~ Strong analytical and communication skills. ~ CPA or US tax certification is a plus...Remote job
- ...: We are looking for an ambitious Statutory Accountant to join our team. In this role, you will support the financial and tax departments across various European countries... ..., Finance or Economics ~ Good MS Office Skills ~ Advanced Excel Skills ~ Fluency in...Remote job
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Account Skilled Intake Specialist. Be the first to apply!
