Intake Specialist (Client Service Sales) - Remote

Heard & Smith, LLP; San Antonio (TX); Remote; USD 10,000 - 60,000; Full time

Job summary

A leading law firm is seeking an Intake Specialist to serve as the first point of contact for clients seeking Social Security Disability and Income assistance. This role involves managing a high volume of calls, building client relationships, and maintaining accurate records in a supportive and fast-paced work environment. Join a company dedicated to helping those in need, offering competitive pay and excellent benefits.

Benefits

Paid Holidays

Accrued Paid Time Off

Great Medical Benefits Package

Wellness Program

401k with Annual Employer Profit-Sharing

Qualifications

• Call center and customer service experience required.
• Ability to work in a fast-paced environment and remotely.
• Excellent spelling and grammar essential.

Responsibilities

• Manage 150-200 calls per day in a professional environment.
• Guide clients through eligibility screening for SSD/SSI.
• Document client interactions and maintain confidentiality.

Skills

Excellent telephone skills

Communication

Active listening

Multi-tasking

Organizational skills

Problem analysis

Self-motivated

Detail oriented

Positive attitude

Bilingual (Spanish)

Education

High School Diploma

Degree preferred

Tools

MS Office

Internet

Job description

Intake Specialist (Client Service Sales) - Remote

Intake Specialist (Client Service Sales) - Remote

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Intake Specialist (Client Service - Sales)

Heard and Smith, LLP was founded on the principles of compassion, humility and the relentless desire to pursue financial assistance for our clients. Our law firm has been helping the disabled for over 30 years and has a proven record. Do you have a heart for those in need? We are seeking individuals with excellent customer relations, strong work ethic, and a true desire to help others. Being part of the Heard and Smith team is more than a job; each day provides you with opportunities to change someone's life!

• Fast-paced, professional environment;
• Fulfilling, challenging, and rewarding;
• Great team environment;
• Paid Holidays, Accrued Paid Time Off (FT only);
• Great Medical Benefits Package (FT only);
• Wellness Program (FT only);
• Competitive Salary $14.50-$16.50 per hour DOE
• 401k with Annual Employer Profit-Sharing contributions(historically 5% annual salary - employee contributions not required!)

As the Intake Specialist you are the first point of contact for potential clients who are seeking Social Security Disability (SSD) and/or Social Security Income (SSI) assistance. 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.

In this role you will:

• Build the initial client relationship and confidence in our firm with every prospective client interaction
• Take 150 – 200 calls per day in a professional inbound/outbound call center environment
• Sign up 4 new cases per day to the firm
• Be expected to meet occupancy and adherence goals
• 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 complaints in a paperless database system
• Use good judgment to discern what issues may be urgent and need a manager's or director's attention immediately

To be successful as an Intake Specialist you will need:

• High School Diploma; Degree preferred; or equivalent combination
• Call center and customer service experience
• Excellent telephone, communication, and active listening skills
• Ability to meet performance standards whether in office or working remotely from home
• Knowledge in computer technology and the Internet (MS Office, Outlook). Including the ability to learn new programs easily
• Multi-tasking skills and the ability to work well under pressure
• Detail oriented
• Excellent spelling and grammar
• Problem analysis and problem-solving
• Self-motivated, self-disciplined, able to work with little supervision
• Reliability and dependability
• Ability to work in fast paced environment
• Ability to work in a confidential environment always maintaining client confidentiality
• Has professional manner and high energy level, exhibits a positive attitude
• Strong organizational skills
• Accepts new ideas and challenges and is highly motivated
• Ability to work well with others as a team
• Ability to work remotely from home as needed per business needs (see remote requirements)
• Fluent Spanish a plus

Minimum Requirements for a Remote Home Office Intake Specialist:

• Computer with up-to-date operating system (No Macs, Chromebooks, Tablets)
• Camera - internal to computer or external
• Fast internet connection (20MB+)
• Wired Ethernet cable Internet connection in your home office
• Land line telephone or good cell phone signal in home office
• Quiet, private home office with no distractions during business hours
• Reside in Texas
  

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Other

• Industries

  Legal Services

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