Customer Intake Specialist

The role

You will handle back-to-back calls to capture business facts and complete structured insurance applications. You will also use and test voice AI systems to improve their accuracy and workflows.

What you will do

• Handle back-to-back calls.
• Complete applications live by asking direct questions and typing while listening.
• Pick up SDR handoffs and complete required applications.
• Maintain accuracy of business details, operations, and coverage across several systems.
• Resolve missing or vague answers on the call or assign for follow-up.
• Hand accounts forward to Account Executives with clear next actions.
• Train, test, and improve voice AI by flagging missed context and broken workflows.

Required qualifications

• Prior experience in high-volume phone or customer-facing roles
• Strong typing speed and multitasking
• Professional communication
• Reliable internet and a quiet work environment
• Availability Monday–Friday with coverage across ET and PT

Nice to have

• insurance, financial services, or regulated-industry experience
• bilingual (Spanish)
• CRM or call-center software experience

Benefits

• Health, dental, and vision insurance
• Overtime eligible

Before you apply

• Application questions
• AI assessment — a mock intake call with an AI agent
• Team lead screen — skills and culture fit
• Manager screen — alignment on pace and expectations
• Founder call

About the company

Harper is an AI-native commercial insurance company in San Francisco. They are rebuilding the business as software to turn expert human judgment into compute.