Job Title:

Client Intake Specialist

About the Role:

Coastal Claims is seeking a highly organized, people-focused Client Intake Specialist to serve as the primary point of contact for potential clients. This role plays a key part in setting the tone for the client experience, ensuring that all incoming inquiries are handled with professionalism, accuracy, and empathy. You’ll work closely with multiple departments, field adjusters, and third-party partners to ensure a seamless intake process that helps us serve policyholders effectively.

Key Responsibilities:

✔️ Client Communication

• Engage with potential clients via phone, email, and in person

• Listen actively to concerns and questions while providing accurate, helpful information

• Deliver a professional and empathetic first impression of Coastal Claims

✔️ Data Collection & Documentation

• Accurately collect and record all necessary personal, contact, and case-related information

• Ensure all intake forms and documentation are complete, detailed, and properly organized

• Verify that all required fields are filled out and all information is current and correct

✔️ Triage & Qualification

• Evaluate each client’s needs and determine if they meet service criteria

• Route clients to the appropriate department or adjuster when necessary

• Escalate urgent or complex cases to the correct internal team

✔️ Compliance & Accuracy

• Maintain strict confidentiality and compliance with data protection regulations

• Double-check entries for accuracy, completeness, and consistency

• Resolve discrepancies or missing information quickly and professionally

✔️ Client Experience & Relationship Building

• Build rapport with clients during intake to foster trust and transparency

• Provide thoughtful, respectful, and compassionate support

• Create a positive and welcoming experience from the very first interaction

✔️ Reporting & Continuous Improvement

• Track and report on client intake trends, conversion rates, and follow-up status

• Identify and suggest improvements to streamline the intake process and enhance efficiency

Qualifications:

• Previous experience in client services, customer support, or sales is preferred

• Excellent verbal and written communication skills

• Strong organizational skills and attention to detail

• Ability to remain calm, patient, and solution-oriented under pressure

• Proficiency in standard office software and CRM/data entry tools

• Comfortable working in a fast-paced, collaborative environment

• Familiarity with client privacy standards, legal regulations, and intake protocols (a plus)

Why Join Coastal Claims?

We are a collaborative and mission-driven team committed to helping policyholders navigate the claims process. If you’re someone who enjoys helping others, has a strong attention to detail, and wants to be part of a growing company that values integrity and communication, we’d love to hear from you.