Customer Intake Specialist
Core
First point of contact for customers, conducting high-volume phone interviews to capture structured business data and risk information for an AI-native insurance platform.
Role type
Senior IC customer intake specialist (high-volume phone)
Builds
Structured customer data and risk profiles for downstream AI systems
Domain
Commercial insurance / AI infrastructure
Deliverable
production ML models
Required skills
high-volume phone handling, simultaneous typing and talking, business operations analysis, risk identification, data accuracy under pressure, shift stamina
Preferred skills
insurance or financial services experience, bilingual Spanish, CRM software proficiency
Technologies
AI tools, CRM software
Responsibilities
Handle back-to-back customer calls, capture precise operational and risk data, flag edge cases for escalation, maintain quality across long shifts
Seniority
Entry-level to Junior, high-volume IC