Client Intake Specialist

Parmele Disability Advocates; Saint Joseph (MO); Hybrid; USD 38,000 - 48,000; Full time

Benefits offered by this job

Health insurance

Paid time off

Vision insurance

Wellness resources

401(k)

Dental insurance

Job summary

Parmele Disability Advocates is seeking a Client Intake Specialist to be the first point of contact for prospective clients, offering compassionate support and clear guidance during an important time. Training is provided, and after training, employees transition to a hybrid/remote schedule with company equipment provided.

The role focuses on professional communication, active listening, and problem-solving to ensure a positive client experience from onboarding through continued support.

Qualifications

• Confident, compassionate phone presence that builds trust quickly.
• Skilled in guiding conversations and maintaining appropriate pacing.
• Treats each call with care, attention, and professionalism—regardless of time of day.
• Proficient in Microsoft Office and comfortable working with client database systems.
• Prior experience in phone-based customer service or sales preferred.
• Strong rapport-building skills and ability to foster connections over the phone.
• Highly organized, able to multitask, and meet deadlines.
• Detail-oriented with excellent verbal and written communication skills.
• Excellent opportunity for growth in a professional legal environment.

Responsibilities

• Clearly present and explain the firm's legal services to prospective clients.
• Make outbound calls and follow up with individuals who have expressed interest in legal assistance.
• Achieve client onboarding and outreach goals within established timelines.
• Address client questions and concerns with empathy, professionalism, and clarity.
• Schedule appointments and maintain consistent follow-up to ensure a seamless client experience.

Skills

Phone-based service

Active listening

Empathy

Communication

Time management

Tools

Microsoft Office

CRM systems

Job description

Benefits:

• Health insurance
• Paid time off
• Vision insurance
• Wellness resources
• 401(k)
• Dental insurance

Location: (Hybrid/Remote)
Schedule: Monday-Friday, 8:00 AM-5:00 PM
Employment Type: Full-Time

Start Your Career with Purpose

At Parmele Disability Advocates, we help individuals obtain the Social Security and VA disability benefits they deserve. As a Client Intake Specialist you will be the first point of contact for prospective clients, providing compassionate support, clear communication, and guidance during an important time in their lives.

No prior disability experience is required. We provide paid training, ongoing support, and opportunities for career growth.

This position begins with required in-office training. After successfully completing training, employees transition to a hybrid/remote work schedule. Company equipment is provided upon completion of training.

What You'll Do

As a Client Intake Specialist , you'll create a positive experience for prospective clients through professional communication, active listening, and thoughtful problem-solving.

Key Responsibilities

• Clearly present and explain the firm's legal services to prospective clients
• Make outbound calls and follow up with individuals who have expressed interest in legal assistance
• Achieve client onboarding and outreach goals within established timelines
• Address client questions and concerns with empathy, professionalism, and clarity
• Schedule appointments and maintain consistent follow-up to ensure a seamless client experience

Qualifications

• Confident, compassionate phone presence with the ability to build trust quickly
• Skilled in guiding conversations and maintaining appropriate pacing
• Consistently treats each call with care, attention, and professionalism—regardless of the time of day
• Proficient in Microsoft Office and comfortable working with client database systems
• Prior experience in phone-based customer service or sales preferred
• Strong rapport-building skills and the ability to foster meaningful connections over the phone
• Highly organized, able to multitask, and consistently meet deadlines
• Detail-oriented with excellent verbal and written communication skills
• This is an excellent opportunity for someone looking to make an impact while working in a professional and supportive legal environment.

Why Join Parmele Disability Advocates

• Make a meaningful difference by helping individuals access life-changing benefits.
• Receive paid training and ongoing professional development.
• Enjoy clear opportunities for advancement within a growing organization.
• Work in a supportive, collaborative team environment.
• Join an established company with a strong reputation for client advocacy.

About Parmele Disability Advocates

With more than 150 years of combined disability advocacy experience, Parmele Disability Advocates has helped over 61,000 individuals secure the benefits they need. What began as a two-person operation has grown into a team of more than 150 professionals serving clients across multiple states.

Flexible work from home options available.