Remote Client Intake Specialist | Empathetic Advocate

Parmele Disability Advocates; Lebanon (MO); Ibrido; USD 36.000 - 54.000; Tempo pieno

Vantaggi offerti da questo lavoro

Health insurance

Paid time off

Vision insurance

Wellness resources

401(k)

Dental insurance

Descrizione del lavoro

Parmele Disability Advocates is hiring a Client Services Representative to be the first touchpoint for individuals pursuing Social Security Disability representation. You will guide clients through intake, explain services, and set expectations with empathy and professionalism.

The role blends relationship building, customer service, and administrative support, requiring clear communication, strong organization, and the ability to manage multiple priorities in a remote-capable environment.

Competenze

• Excellent verbal and written communication skills.
• 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.

Mansioni

• 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.

Conoscenze

Communication skills

Rapport building

Time management

MS Office

Remote work

Phone presence

Strumenti

CRM systems

Database systems

Descrizione del lavoro

Parmele Disability Advocates is hiring a Client Services Representative to be the first touchpoint for individuals pursuing Social Security Disability representation. You will guide clients through intake, explain services, and set expectations with empathy and professionalism.

The role blends relationship building, customer service, and administrative support, requiring clear communication, strong organization, and the ability to manage multiple priorities in a remote-capable environment.