What are the responsibilities and job description for the Intake Specialist position at Gabaie & Associates, LLC?
Company Description
Gabaie & Associates, LLC is a tax attorney firm specializing in resolving IRS and state tax matters for individuals and businesses. The firm exclusively focuses on tax law, offering strategies to address unfiled tax returns, liabilities, audits, and more. With multiple offices across Maryland, Gabaie & Associates provides convenient client access. Clients benefit from fixed pricing on non-litigation matters, a secure digital platform, and flexible payment plans. Dedicated to client satisfaction, the firm provides tailored solutions to achieve the best outcomes.
Role Description
This is a full-time, on-site role for an Intake Specialist at our MD office. The Intake Specialist will be responsible for managing client intake, gathering essential information, coordinating client appointments, and maintaining accurate records. The role also involves providing exceptional customer service, assisting clients with inquiries, and supporting the team in ensuring client satisfaction.
Qualifications
- Strong Communication and Interpersonal Skills, with the ability to engage effectively with clients and team members
- Experience in Client Intake processes, including gathering and organizing client data
- Proficiency in Customer Service, ensuring client needs are met with professionalism and care
- Knowledge of Insurance terminology and processes is advantageous
- Excellent organizational and multitasking abilities
- Proficiency with office software and data management systems
- High level of integrity and confidentiality when handling sensitive information
- Prior experience in a legal or tax-related field is a plus
- Fluent in Spanish is a plus
What We Offer
- Competitive salary commensurate with experience. Range of $20-25 an hr
- Health Insurance
- Professional development and training opportunities.
Salary : $20 - $25