Veterans Benefits Intake & Outreach Specialist

ABILITY CONSULTING INC; Chula Vista (CA); On-site; USD 22,000 - 31,000; Part time

Benefits offered by this job

Gym

Opportunity for advancement

Training & development

Job summary

ABILITY CONSULTING INC in Chula Vista is seeking a Case Manager Assistant to handle phone-based lead qualification, veteran inquiries, and scheduling consultations. You will explain services, coordinate with multiple departments, and ensure every interaction is documented in our CRM.

This part-time role is in-person at our Chula Vista office. Training runs Nov 2–13 (40 hours/week) and is fully paid; ongoing schedule is 20 hours/week, Monday–Friday with some flexibility.

Qualifications

• High school diploma or GED.
• Professional phone manner and clear written communication.
• Strong computer proficiency, including comfort working across dual monitors and digital documents.
• Organized and detail-oriented; able to work independently with minimal supervision.
• Comfort discussing pricing and qualifying prospective clients.
• Able to work at a computer and on a headset for a full scheduled shift.
• Must pass a background check and complete training.

Responsibilities

• Work lead lists systematically — call, qualify, and triage, notating why each prospect is or isn't a fit.
• Book qualified prospects into one-on-one consultations with a case manager.
• Answer questions about our services and discuss pricing when asked (our agreements are five- to six-figure commitments).
• Handle incoming calls, voicemail, SMS, and email; respond or route to the right team member.
• Log every interaction in the CRM promptly, and keep records clean enough for the whole team to work from.
• Coordinate with our document specialist and other departments via Teams and Telegram.

Skills

Professional phone manner

Clear written communication

Computer proficiency

Organized and detail-oriented

Independent work

Pricing discussions

Education

High School Diploma or GED

Tools

CRM software

RingCentral (VOIP)

Microsoft Teams

Telegram

Job description

ABILITY CONSULTING INC in Chula Vista is seeking a Case Manager Assistant to handle phone-based lead qualification, veteran inquiries, and scheduling consultations. You will explain services, coordinate with multiple departments, and ensure every interaction is documented in our CRM.

This part-time role is in-person at our Chula Vista office. Training runs Nov 2–13 (40 hours/week) and is fully paid; ongoing schedule is 20 hours/week, Monday–Friday with some flexibility.