Client Onboarding Specialist: Compassionate Intake & Support

Parmele Disability Advocates; Bentonville (AR); Hybrid; USD 42,000 - 62,000; Full time

Benefits offered by this job

Health insurance

Paid time off

Vision insurance

Wellness resources

401(k)

401(k) matching

Dental insurance

Employee discounts

Job summary

Parmele Disability Advocates in Arkansas is seeking a Client Onboarding Specialist to be the first point of contact for individuals pursuing SSDI and VA disability claims. You will combine customer service, relationship building, and administrative support to guide prospective clients through the intake process.

The ideal candidate is empathetic, organized, and confident communicating with people from diverse backgrounds.

Qualifications

• Excellent verbal communication with a professional phone presence.
• Ability to guide conversations, ask thoughtful questions, and build trust quickly.
• Strong interpersonal skills and a genuine desire to help others.
• Exceptional attention to detail and organizational skills.
• Strong problem-solving and critical thinking abilities.
• Proficiency with Microsoft Office applications and computer-based systems.
• Ability to manage multiple priorities in a fast-paced environment.

Responsibilities

• Respond to inbound phone calls and live chat inquiries with professionalism, compassion, and urgency.
• Conduct outbound follow-up calls with individuals interested in SSDI or VA disability representation.
• Build rapport quickly and create a positive first impression of the firm.
• Clearly explain our services and help prospective clients understand available options.
• Gather and accurately document client information within the firm's systems.
• Schedule consultations and coordinate next steps in the onboarding process.
• Maintain accurate records and ensure all intake documentation is complete and up to date.
• Collaborate with attorneys and internal teams to support a seamless client experience.
• Perform general administrative tasks related to client onboarding and intake.

Skills

Verbal communication

Phone presence

Relationship building

Organizational skills

Attention to detail

Problem solving

Multitasking

Empathy

Adaptability

Tools

Microsoft Office

CRM software

Case management software

Job description

Parmele Disability Advocates in Arkansas is seeking a Client Onboarding Specialist to be the first point of contact for individuals pursuing SSDI and VA disability claims. You will combine customer service, relationship building, and administrative support to guide prospective clients through the intake process.

The ideal candidate is empathetic, organized, and confident communicating with people from diverse backgrounds.