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Customer Intake Specialist

External
Harper logoHarper · US
$50K–$60K/yrFull-timeRemote3mo ago
CRMMoveREST
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About the role

You're the first voice a customer hears when they come to Harper - and the first link in the chain that turns a phone call into structured data the rest of the company runs on. This is high-volume, high-intensity phone work. You talk with business owners all day - contractors, restaurant owners, consultants, trucking companies - learning how their operations work and capturing the information that powers everything downstream. Your job is to quickly and accurately understand all kinds of businesses, spot their risks, and ask the right questions so we can quote faster and more accurately. You work closely with Sales and Customer Service, and what you capture feeds the systems we're building to do this work at scale. The two things that matter most: volume (back-to-back calls, all shift) and accuracy (the notes have to be right, because everything downstream depends on them).

Responsibilities

  • Handle back-to-back customer calls. Continuous engagement throughout your shift; every call matters.
  • Capture information with precision. Type while you talk, listen while you enter data, hold accuracy at speed.
  • Be the face of Harper. Professional, confident, helpful - call after call, hour after hour.
  • Flag edge cases. Identify exceptions and escalate when needed.
  • Feed the system. Clean, accurate notes are the raw material for everything built on top of intake; the patterns you flag improve the product.

Requirements

  • You've done high-volume customer work before - call center, sales floor, or customer service.
  • You can type fast while talking - simultaneously, not sequentially.
  • You have business sense and can quickly grasp how different businesses operate.
  • You stay organized under pressure, with strict protocols and shifting priorities.
  • You genuinely enjoy talking to people - it energizes you rather than drains you.
  • You have the stamina to hold quality from the first call of the shift to the last.
  • You're comfortable with technology and AI tools.
  • Requirements: 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.
  • The honest day-to-day
  • The work is repetitive by design. It's back-to-back calls and accurate note-taking, all shift. The value is in doing the same thing well hundreds of times, not in variety.
  • Accuracy is the whole game. A fast call with sloppy notes is worse than no call. Mistakes propagate downstream.
  • Long, demanding shifts. Expect high call volume and overtime eligibility; you maintain quality from first call to last.
  • It's a genuine foot in the door. For the right person this is a strong first tech job at one of the fastest-moving companies in the space - but the day-to-day is the phone, not strategy.
  • Location & schedule
  • Salary: $50,000-$60,000 + performance bonuses (variable based on volume and quality)
  • Location: Remote (US)
  • Schedule: Monday-Friday, ET and PT shift coverage, overtime eligible
  • Benefits: Health, dental, and vision insurance
  • Process
  • 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
  • To apply
  • If you thrive under pressure and get energy from talking to customers, apply. This is a great first tech job and, for the right person, a foot in the door at one of the fastest-moving companies in the industry.

Benefits

Health insuranceDental insuranceVision insuranceRemote work optionsPerformance bonus

Additional Information

Customer Intake Specialist Harper is an AI-native commercial insurance company in San Francisco. We're not bolting AI onto insurance - we're rebuilding the entire business as software, on a simple bet: turning expert human judgment into compute is one of the largest transitions left to make, and a trillion-dollar industry still run 90% by hand is the place to prove it. We've grown ~100x in the last year and we move at that speed - on-site, in person, long days, very high standards. Almost no one joins Harper for insurance ; they join to build the company that replaces how it works.


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