Intake Specialist

Cesar Ornelas Law; Town of Texas (WI); On-site; USD 32,000 - 42,000; Full time

Job summary

Cesar Ornelas Law is seeking an intake specialist to handle new client processing and discovery in a fast-paced call center setting. The role involves guiding potential clients through screening for SSD/SSI, assisting with initial applications, and maintaining meticulous records.

Nights and/or weekends work may be required to meet client needs. Responsibilities include handling 150–200 calls daily, maintaining a 90% call quality score, and building strong client relationships while handling

Qualifications

• Must have excellent organizational and communication skills.
• Call center and customer service experience.
• Strong people skills and active listening.
• Ability to meet performance standards.
• Familiarity with intake software or call center platforms.
• Multi-tasking skills and ability to work under pressure.
• Detail oriented with good spelling and grammar.
• Problem analysis and problem solving.

Responsibilities

• Guide potential clients through a screening process to determine eligibility for SSD/SSI and invite them to become a client.
• Assist clients in completing initial applications, addendums, and updates for SSA submission.
• Take 150–200 calls per day in a professional inbound/outbound call center.
• Maintain a minimum call quality score of 90%.
• Build client relationships and maintain contact to ensure ongoing trust.
• Maintain confidentiality and solve problems.
• Keep updated records and detailed documentation of client interactions.
• Use good judgment to escalate urgent issues to management.
• Perform general administrative work and errands.
• Take on responsibilities beyond the scope of the job description.
• Promote Cesar Ornelas Law and uphold company values.
• Contribute to various projects and duties as assigned.

Skills

Organization

Communication

Call center experience

People skills

Active listening

Performance standards

Intake software

Multitasking

Detail oriented

Grammar

Problem solving

Job description

Full-time

Description

Cesar Ornelas Law is looking for a dynamic, self-motivated, socializer, that knows how to make connections in the community and can empathize with potential new clients.

The Intakes Specialist will handle various tasks related to new client processing and discovery. This position will be working nights and/or weekends as needed.

Responsibilities

• In a call center environment, you will guide potential clients through a screening process (triage) to determine eligibility for SSD/SSI and if eligible, invite them to become a client
• You will assist clients in the completion of initial applications as well as addendums and updates for submission to the Social Security Administration
• Take 150 – 200 calls per day in a professional inbound/outbound call center environment
• Be expected to maintain a minimum call quality score of 90%
• Consistently build the client relationship and confidence in our firm with every client interaction while proactively contacting clients to ensure the relationship is maintained
• Solve problems and maintain confidentiality
• Keep updated records and detailed documentation of client interactions, concerns, and
• Use good judgment to discern what issues may be urgent and need a manager’s or director’s attention immediately
• General administrative work and errands
• Initiate and be willing to take on responsibilities beyond the scope of the job description
• Promote Cesar Ornelas Law and keep our values top of mind
• Various projects and duties as assigned

Requirements

Qualifications

• Must have excellent organizational and communication skills
• Call center and customer service experience
• Strong people skills
• Excellent telephone, communication, and active listening skills
• Ability to meet performance standards
• Familiarity with intake software or call center platforms
• Multi-tasking skills and the ability to work well under pressure
• Detail oriented
• Excellent spelling and grammar
• Problem analysis and problem-solving