Financial Account Skilled Intake Specialist at SMDigital | GlassEver Jobs

Financial Account Skilled Intake Specialist at SMDigital | GlassEver Jobs

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Jobs / Financial Account Skilled Intake Specialist

Financial Account Skilled Intake Specialist

Philippines Oct 18, 2026
Intake-Specialist Call-Center-Specialist Client-Services-Specialist Legal-Intake-Specialist Pre-Settlement-Funding-Specialist Account-Processing-Specialist Accounts-Specialist Account-Opening-Specialist

Job Description

WHATYOU'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
WHOYOU 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
WHATWE 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
HOMEOFFICE 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

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