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Intake specialist Jobs in Carrollton, TX

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Intake specialist • carrollton tx

Last updated: 1 day ago
Customer Service Intake Representative

Customer Service Intake Representative

Energy AtticRichardson, TX, US
Full-time
Customer Service Intake Representative.Transforming Attics to Transform Lives Energy Attic exists to Do What is Right, Love People, and Work Humbly… (Micah 6 : 8). We believe when we operate in this m...Show moreLast updated: 30+ days ago
Accounting Specialist

Accounting Specialist

Beacon HillCarrollton, TX, US
Full-time
Our client in the Carrollton, TX area is seeking an Accounting Specialist (AP and AR) to join their group.Responsible for process Accounts Payable invoices. Main point of contact for vendor inquirie...Show moreLast updated: 7 days ago
  • Promoted
Collection Specialist

Collection Specialist

Credit Solutions LLCAddison, TX, US
Full-time
National Collection Agency based in Lexington, Kentucky has immediate openings for Telephone Account Representatives that will work from their home via remote connection. We are looking for self-mot...Show moreLast updated: 21 days ago
  • Promoted
Intake Coordinator

Intake Coordinator

EXCELACARE CORPRichardson, TX, United States
Full-time
At ExcelaCare, we believe Home Health care is more than a service—it’s a calling.Every day, our team brings comfort, dignity, and peace of mind to patients and families facing life’s most delicate ...Show moreLast updated: 9 days ago
Reconsideration Specialist

Reconsideration Specialist

Select MedicalAddison, Texas, USA
Full-time
Are you looking for a career that transcends the ordinary At Concentra we offer opportunities beyond patient care.As a valued member of our team youll be part of our efforts to provide exceptional ...Show moreLast updated: 1 day ago
  • Promoted
Payroll Specialist

Payroll Specialist

Team IndustryCarrollton, TX, US
Full-time
We’re a fast-paced construction staffing company that connects top-tier skilled trades professionals — like electricians and plumbers — with commercial job-sites across the nation...Show moreLast updated: 21 days ago
Utilization & Disease Management Administration Coordinator - Phone Intake - Remote

Utilization & Disease Management Administration Coordinator - Phone Intake - Remote

HumanaWork at Home, Texas
Remote
Full-time
Humana”) offers competitive benefits that support whole-person well-being.Associate benefits are designed to encourage personal wellness and smart healthcare decisions for you and your family while...Show moreLast updated: 30+ days ago
Accounting Specialist

Accounting Specialist

Frontline Source GroupAddison, TX, US
Full-time
Are you an experienced Accounting Specialist seeking a new opportunity in the Addison, TX area? Our client, a stable family-owned business in the manufacturing industry, is looking for a detail-ori...Show moreLast updated: 17 days ago
Accounting Specialist

Accounting Specialist

AssociaRichardson, TX, US
Full-time
Client Accounting Specialist Team Lead.Will serve as the contact for all branch accounting escalations.Accounting Team Lead is responsible for overseeing the day-to-day operation of the accounting ...Show moreLast updated: 27 days ago
Intake Manager

Intake Manager

Lisinski Law FirmDallas, Texas, United States, 75248
Full-time
Quick Apply
Our mission is to change as many lives as possible by offering immigration solutions even in the most difficult cases.We look at all possible options to keep our clients in the United States with t...Show moreLast updated: 29 days ago
Placement Specialist

Placement Specialist

ResponsiveEdLewisville, TX, US
Full-time
The Placement Specialist at iSVA plays a vital role in promoting student success by providing academic.The Placement Specialist will work closely and provide exceptional customer service to Counsel...Show moreLast updated: 6 days ago
Compliance Specialist

Compliance Specialist

Lewisville Independent School DistrictLewisville, TX, US
Full-time
Support Staff Administrative- Non-Instructional / District Secretary.FED FUND Compliance Specialist.Show moreLast updated: 20 days ago
SSDI Intake Specialist

SSDI Intake Specialist

VirtualVocationsCarrollton, Texas, United States
Full-time
A company is looking for an SSDI Intake Specialist to join their Advocacy Team.Key Responsibilities Make and receive calls to sell advocacy services to potential claimants Generate front-end pro...Show moreLast updated: 2 days ago
  • Promoted
Procurement Specialist

Procurement Specialist

Paladin ConsultingRichardson, TX, US
Full-time
Job Description & Responsibilities : .This is an entry level procurement position within the Air & Space Defense Systems (ASDS) organization. You will be responsible for source selection and ...Show moreLast updated: 7 days ago
Physician - Specialist

Physician - Specialist

beBeeCardiologyCarrollton, US
Full-time
Seeking a skilled Cardiologist to join our team.This is an exciting opportunity to work in a dynamic environment and contribute to the advancement of healthcare. We offer a competitive compensation ...Show moreLast updated: 1 day ago
INTAKE & REFERRAL SPECIALIST (BILINGUAL)

INTAKE & REFERRAL SPECIALIST (BILINGUAL)

Metrocrest ServicesCarrollton, TX, US
Full-time
At Metrocrest Services, we believe in the power of compassion, connection, and community.As an Intake and Referral Specialist, you will be the first point of contact for individuals and families se...Show moreLast updated: 19 days ago
Sup Intake & Claims

Sup Intake & Claims

Health Care Service CorporationTX, Richardson
Full-time
At HCSC, our employees are the cornerstone of our business and the foundation to our success.We empower employees with curated development plans that foster growth and promote rewarding, fulfilling...Show moreLast updated: 30+ days ago
Security Specialist

Security Specialist

CollaberaAddison, TX, US
Full-time
Days Left : 4 days, 3 hours left.Lead and architect the design, deployment, and management of a dedicated OpenShift container platform, ensuring resiliency, redundancy, and high availability for cri...Show moreLast updated: 30+ days ago
  • Promoted
Compliance Specialist

Compliance Specialist

Scott & Associates, PCCarrollton, TX, US
Full-time
S&A Legal Management Services, Inc.Legal Assistant to support our Carrollton, TX office.Since our inception in May 2000, we've evolved into a significant player in debt recovery litigation,...Show moreLast updated: 4 days ago
People also ask
Customer Service Intake Representative

Customer Service Intake Representative

Energy AtticRichardson, TX, US
30+ days ago
Job type
  • Full-time
Job description

Position :  Customer Service Intake Representative

Location : Richardson, TX

Salary : $40,000-$46,000k based on experience

Schedule : Monday-Friday 8 : 30am-5pm

About us!

Transforming Attics to Transform Lives Energy Attic exists to Do What is Right, Love People, and Work Humbly… (Micah 6 : 8).

We believe when we operate in this manner, our customers will be loyal raving fans, and our industry will be forever impacted!

Summary : Seeking someone who excels in customer service, providing a welcoming first impression for potential customers, efficiently scheduling estimates, and ensuring timely responses to inquiries and service requests while coordinating with sales reps, technicians, and installers.

Major Duties & Essential Functions

Customer Intake Representative Functions

Assist other team members in answering incoming phone calls & returning phone messages.

Assist other team members in following up on inquiries received via phone, web, or referral.

Provide an overview of the services, value, and benefits of engaging Energy Attic

Schedule estimates based on potential client & internal staff availability.

Outside Sales Dispatcher Functions

Customer Communication : Maintains ongoing communication with customers, providing updates, addressing concerns, and scheduling estimates and installation appointments to ensure a smooth sales process.

Communication and Coordination : Acts as a central point of contact, relaying updates, addressing inquiries, and ensuring seamless coordination between customers, technicians, and stakeholders.

Scheduling and Dispatching : Efficiently schedules and dispatches sales representatives for estimates and appointments, prioritizing work orders based on technician availability, location, and customer needs.

Documentation and Records : Accurately updates and organizes estimate records in Service Fusion, tracking sales progress, managing customer accounts, and ensuring documentation is readily accessible.

Knowledge, Skills & Abilities Required :

Basic Industry Knowledge : Some understanding of building science, attic insulation, or HVAC systems, including key components and functions.

Strong Communication Skills : Ability to clearly and professionally communicate with customers, sales reps, and installation crews.

Organized & Efficient : Skilled in managing multiple appointments and service calls while keeping everything on schedule.

Quick Problem Solver : Able to think on your feet, adjust schedules, and handle unexpected issues smoothly.

Customer-Focused : Patient, empathetic, and solution-oriented to ensure a great customer experience.

Calm Under Pressure : Stays composed and makes smart decisions, even in fast-paced or high-stress situations.

Personal Qualities Required for this Position :

Grit

Strong work ethic

Strong communication skills

Detail-oriented / organized.

Takes Initiative

Ability to handle multiple assignments simultaneously.

Education & Experience

High School Diploma or equivalent required

Experience in home services or HVAC environment

Adept at Microsoft Office software

Service Fusion experience (not required but is a bonus)

Check out our Website : https : / / energyattic.com /