Eligibility & Retention Specialist | Philippine based Work from Home

B4B Solutions Inc.

  • Makati City, Metro Manila
  • Permanent
  • Full-time
  • 1 day ago
As an Eligibility and Retention Specialist, you will:
  • Conduct fact-finding calls with potential clients to gather key details about their visa circumstances.
  • Accurately record data and documents to enable RMAs to perform eligibility assessments.
  • Maintain ongoing engagement with applicants (follow-ups, retention checks, and relationship management).
  • Ensure clear, professional communication and thorough documentation across all matters.
  • Contribute to team efficiencies by accomplishing the related task, as required.
As an Eligibility and Retention Specialist, your daily tasks may include:Client Engagement & Data Collection
  • Monitor the booking system to ensure all scheduled prospects are contacted.
  • Conduct fact-finding calls and complete forms based on conversations.
  • Collect initial documents to support eligibility assessments.
  • Create and update matters in MIDAS, ensuring all personal details are accurate.
Retention Responsibilities
  • Perform regular check-ins with applicants to identify additional migration needs (family visas, permanent residency, citizenship, etc.).
  • Follow up with applicants on progress (their English review, pending eligibility check appointments).
Communication & Relationship Management
  • Build rapport and maintain warm, clear, and professional engagement during calls.
  • Escalate important details to the Manager or RMAs when necessary.
Documentation & System Management
  • Save initial documents, completed forms, and fee estimates in the appropriate folders.
  • Enter detailed file notes for every interaction with prospects.
  • Generate & manage tasks per matter to ensure timely progression toward case conversion.
  • Create clear onboarding notes for RMAs to review.
  • Ensure all assigned tasks are completed by their due dates.
Team Collaboration & Continuous Improvement
  • Collaborate with colleagues to identify areas of improvement & meet shared deliverables.
  • Assist in maintaining the team mailbox and ensure prompt responses to emails.
Clear is looking for an Eligibility and Retention Specialist to support our premier Australia-based client in the migration services industry.Role and OpportunityYour new role is to support our client’s Registered Migration Agents (RMAs) by conducting Fact Find calls, collecting client details and initial documents, and maintaining accurate records in the system. You’ll also play a key role in client retention by performing regular check-ins, following up on pending matters, and ensuring applicants feel supported throughout their migration journey.Our client is known for providing trusted migration services in Australia. As an Eligibility and Retention Specialist, you’ll be a critical part of ensuring prospects receive accurate eligibility assessments and that long-term relationships with clients are nurtured and sustained.
  • Experience in customer engagement, client servicing, or case management
  • Proficiency with Microsoft Office applications (Outlook, Excel, Teams, etc.)
  • Exposure in working in BPO, client support, or a similar professional environment
  • Experience working with managers or teams in a collaborative setting
  • A fit-to-work (FTW) status upon completion of the pre-employment medical exam (with drug test) or a FTW medical certificate with basic 5 & drug test result taken within the previous 5 months.
  • A valid NBI Clearance
Advantageous/Optional (Having the following is a plus)
  • Experience with migration services, legal/visa-related processes, or case management systems.
  • Familiarity with Australian business culture and communication style.
  • Working knowledge of MIDAS or similar client management systems.
Required Attributes
  • You communicate clearly and confidently in English, both spoken and written
  • Proactive, dependable, thrive in fast-paced environments, and committed to client service excellence.
  • You carry yourself professionally, can build rapport easily, and handle calls with care
  • A multi-tasker who is keen on details and gets things done accurately
  • Tech-savvy and comfortable learning CRMs, new online tools, and systems
  • Autonomous though works well with others by contributing positively to team goals.
  • Work from Home
  • Special Leave Benefits for Women
  • Single Parent Leave
  • Medical / Health Insurance
  • Paid Sick Leave
  • Paid Bereavement/Family Leave
  • Life Insurance
  • Paid Vacation Leave
Other:Clear Admin People is a B4B Solutions company that provides career opportunities to great Filipino talents to work from home for our Australia-based clients. Our staff are led and supported by our outstanding leadership team. Clear works to provide the right environment for 6-Tool Players to excel, with an ecosystem that supports our team’s success:
  • A great work-from-home (WFH) setup with the right IT equipment to help you succeed
  • Membership of the Clear 6-Tool Player Playground (community) - our unique development and engagement program
  • HMO Coverage with free dependents & group term life insurance coverage
  • Monthly & quarterly subsidies (electricity, internet, & healthcare)
  • Employee engagement/get-together events
  • Special leave benefits
  • Paid vacation & sick leave for regular employees
  • Various incentives (attendance & employee referral)
Of course, we provide all mandatory government contributions in addition to the aboveAssociate / Supervisor Administration and Coordination Business Process Outsourcing 1 opening Bachelor's degree graduateB4B Solutions Inc. is operating under the Clear Admin People brand, an outsourcing company based in Makati City. We offer remote admin services to business owners (dentists, labour hire operators, accounting firm, etc) in any states/territories in Australia. We call ourselves admin people because we put people first. We are invested in having a positive impact on everyone’s lives. Our management team is dedicated to empowering you to grow personally and professionally to be the very best you can be for years to come in an environment where the best idea wins, no matter where it comes from.We also place great emphasis on characteristics rather than qualifications. We have established a recruitment framework called 6-Tool players to ensure we work with excellent people.A 6-tool player possesses these six characteristics: Adult, Professional, Smart, Empathetic, Competitive, and has an insatiable Thirst for Learning.

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