Lead Qualifier | Brooklyn, NY $27-30/hour - 2536

Lead Qualifier

This role is the first point of contact for individuals reaching out about services, ensuring every call and website inquiry gets a prompt, professional response. The Lead Qualifier screens each inquiry against eligibility criteria, documents outcomes, and warmly hands off qualified leads to the Intake team turning a first conversation into a smooth start to the client journey. It's a role built for someone who thrives on structure, stays organized under a steady stream of inquiries, and can balance efficiency with genuine care in every interaction.

Key Responsibilities

Lead Intake & Qualification

• Answer incoming calls and respond to website inquiries in a timely, professional manner
• Confirm whether inquiries meet basic eligibility criteria for services
• Disqualify and document inquiries that don't meet criteria, providing appropriate resources when needed

Handoff & Coordination

• Warm transfer qualified leads to the Intake Coordinator
• Participate in team meetings and contribute suggestions to improve department workflows

Documentation & Reporting

• Document all lead dispositions in the designated Google Sheet or CRM
• Maintain accurate records of all calls and inquiries, including date/time, contact information, qualification result, insurance type, and current status

Qualifications

• Familiarity with CRM systems, Google Sheets, or client management tools preferred
• Exceptional organizational skills and strong attention to detail
• Ability to manage multiple high-priority tasks in a fast-paced environment while working independently
• Strong communication and customer service skills, with the ability to handle sensitive conversations with compassion and professionalism