Intake Specialist
Key Family of Companies•Fishers, IN
2d
About The Position
As an Intake Specialist, you will be responsible for serving as the first point of contact for prospective clients, gathering and validating essential information, assessing opportunity readiness, and ensuring a smooth, organized transition into the sales pipeline. The Intake Specialist works closely with Sales Executives, Client Services, and Underwriting teams to qualify leads, prepare intake documentation, coordinate follow-ups, and maintain accurate records that enable a seamless and efficient sales experience.
Requirements
- 1–3 years of experience in sales support, client intake, customer service, or related administrative role.
- Exceptional communication skills (written and verbal).
- Ability to manage multiple priorities while maintaining strong attention to detail.
- Proficiency with CRM platforms (e.g., Salesforce, HubSpot) and Microsoft Office systems.
- Detail-Oriented: Ensures accuracy in all documentation and data entry.
- Customer-Centric: Provides a high-quality first impression for prospective clients.
- Process-Driven: Follows intake procedures with consistency and discipline.
- Collaborative: Works effectively with Sales, Underwriting, and Operations teams.
- Organized & Efficient: Manages high-volume intake activities with structure and clarity.
- Proactive Communicator: Anticipates information needs and follows up promptly.
Nice To Haves
- Strong understanding of employee benefits, TPA services, or health plan operations (preferred but not required).
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
