Client Services Representative

Parmele Disability Advocates

Springfield (MO)

Remote

USD 45,000 - 55,000

Full time

11 days ago

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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 Services Representative to be a first point of contact for individuals pursuing Social Security Disability representation. You will guide intake, educate clients, and support them through the onboarding process with empathy and professionalism.

The role emphasizes relationship building, clear communication, and high-quality client service in a fast-paced setting, with in-office training followed by remote work as appropriate.

Qualifications

  • Excellent verbal and written communication with a professional phone presence.
  • Ability to build rapport and establish trust quickly with clients.
  • Strong attention to detail and commitment to providing exceptional service.

Responsibilities

  • Serve as the primary contact for prospective clients seeking representation.
  • Educate clients about the Social Security Disability process and the firm's services.
  • Conduct intake conversations to assess client needs and gather information.
  • Initiate and follow up with prospective clients in a timely and professional manner.
  • Meet departmental goals related to client engagement, responsiveness, and retention.
  • Respond to inquiries and provide clear guidance throughout the intake process.
  • Maintain accurate client records and documentation in the firm’s systems.
  • Schedule appointments and coordinate communications with internal teams.
  • Perform administrative tasks related to client intake and onboarding.
  • Deliver a positive, professional, and compassionate experience with every interaction.

Skills

Excellent communication
Rapport building
Organizational skills
Time management
Multitasking
Remote work readiness

Tools

Microsoft Office
Database systems

Job description

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

Location: Springfield, MO (Work From Home After In-Office Training)
Schedule: Monday–Friday | 8:00 AM – 5:00 PM CST
Employment Type: Full-Time

Be the First Step in Helping Clients Change Their Lives

Parmele Disability Advocates is seeking a compassionate, motivated, and customer-focused Client Services Representative to join our team. As one of the first points of contact for individuals seeking Social Security Disability representation, you will play a critical role in creating a positive client experience from the very beginning.

Many of the people who contact our firm are facing financial uncertainty, health challenges, and difficult life circumstances. Your ability to listen, educate, and guide them through the next steps of the process can make a meaningful difference during an important moment in their lives.

If you thrive in a fast-paced environment, enjoy helping others, and excel at building relationships over the phone, we'd love to hear from you.

Why Join Parmele Disability Advocates?

At Parmele, we believe advocacy changes lives. Our legal team has helped more than 61,000 individuals obtain the Social Security Disability benefits they deserve.

Since our founding as a two-person startup, we have grown into a team of more than 150 employees serving clients across Missouri, Kansas, Arkansas, Oklahoma, and throughout the country. Our attorneys bring more than 150 years of combined disability law experience, and our support teams play an equally important role in delivering exceptional client outcomes.

We are proud of the collaborative and supportive culture we've built—one that values professional growth, teamwork, and recognizing employee achievements through company events, retreats, and ongoing recognition programs.

About the Role

As a Client Services Representative, you will help prospective clients understand our services, determine whether our firm is a good fit for their needs, and guide them through the intake process.

This role combines relationship building, customer service, and administrative support. The ideal candidate is an excellent communicator who can build trust quickly, manage multiple priorities, and deliver a high level of service with empathy and professionalism.

Key Responsibilities
  • Serve as a primary point of contact for prospective clients seeking representation.
  • Educate potential clients about the Social Security Disability process and the services offered by the firm.
  • Conduct intake conversations to assess client needs and gather relevant information.
  • Initiate and follow up with prospective clients in a timely and professional manner.
  • Meet departmental goals related to client engagement, responsiveness, and retention.
  • Respond to inquiries and provide clear, helpful guidance throughout the intake process.
  • Maintain accurate client records and documentation within the firm's systems.
  • Schedule appointments and coordinate communications with internal teams.
  • Perform administrative tasks related to client intake and onboarding.
  • Deliver a positive, professional, and compassionate experience with every interaction.
Qualifications
Required
  • Excellent verbal and written communication skills with a professional and confident phone presence.
  • Ability to build rapport and establish trust quickly with clients.
  • Strong attention to detail and commitment to providing exceptional service.
  • Excellent organizational and time management skills.
  • Ability to multitask and prioritize effectively in a fast-paced environment.
  • Proficiency with Microsoft Office applications and database systems.
  • Ability to work independently in a remote setting while remaining engaged with the team.
Preferred
  • Previous experience in customer service, sales, client intake, call center operations, or account management.
  • Experience working in healthcare, legal services, insurance, financial services, or another client-focused industry.
  • Familiarity with CRM, intake management, or case management systems.
What Makes Someone Successful in This Role?
  • Empathetic: They understand clients may be facing difficult circumstances and approach every conversation with compassion.
  • Excellent Communicators: They listen actively and explain information clearly and confidently.
  • Relationship Builders: They establish trust and create a positive first impression for prospective clients.
  • Organized: They effectively manage follow-up activities, appointments, and documentation.
  • Goal-Oriented: They are motivated by achieving individual and team performance goals while maintaining a high standard of service.
  • Adaptable: They thrive in a dynamic environment and embrace new processes and technologies.
Compensation & Benefits
  • Medical, dental, and vision insurance with nationwide coverage
  • Employer-paid life insurance
  • Employee Assistance Program (EAP)
  • 401(k) retirement plan with employer contributions
  • Paid time off and company holidays
  • Professional development and growth opportunities
  • Wellness resources and employee support programs

Parmele Disability Advocates is proud to be an Equal Opportunity Employer and is committed to fostering a diverse and inclusive workplace.

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