Veterans Disability Intake Specialist

Marcari, Russotto, Spencer & Balaban; Raleigh (NC); Hybrid; USD 38,000 - 52,000; Full time

Job summary

Marcari, Russotto, Spencer & Balaban seeks an Veterans Disability Intake Specialist to serve as the first point of contact for prospective clients pursuing VA disability claims and appeals. You will gather information, conduct intake interviews, and route cases per firm criteria in a professional, compassionate manner.

The role is hybrid with in-office training and ongoing team collaboration. Candidates should be organized, detail-oriented, and capable of handling confidential veteran

Qualifications

• High school diploma required.
• 2-3 years in customer service, intake, call center, legal, or veterans-related experience.
• Training will be provided; knowledge of VA benefits preferred but not required.

Responsibilities

• Conduct intake interviews with prospective clients.
• Gather military service history and claims documentation.
• Evaluate cases according to firm intake guidelines.
• Answer inquiries by phone and online.
• Handle confidential information professionally and compassionately.
• Meet intake goals while delivering exceptional client service.

Skills

Verbal communication

Written communication

Organizational skills

Multitasking

Team collaboration

Confidentiality

Education

High school diploma or equivalent

Tools

Case management system

Job description

The Veterans Disability Intake Specialist serves as the initial point of contact for prospective clients seeking legal assistance with VA Disability claims and appeal. This role is responsible for conducting intake interviews, gathering relevant information and documentation, evaluating potential cases based on firm criteria, and ensuring clients receive compassionate, professional service throughout the intake process. The ideal candidate is organized, detail- oriented, and passionate about serving veterans.

Key Responsibilities:

• Possess a strong understanding of the Veterans Department's services, eligibility requirements, and the types of VA disability claims the firm represents.
• Answer incoming calls and respond to online inquiries from potential clients.
• Making outbound calls to new leads and follow up calls.
• Use of case management and completing tasks, etc. in our integrated intake system.
• Conduct detailed intake interviews to collect military service and claims history.
• Assess potential cases according to the firm’s intake guidelines.
• Request VA Decisions and any other supporting documentation from the veteran.
• Send and receive documents electronically
• Meet intake goals while providing exceptional customer service.

Qualifications:

• High school diploma or equivalent required.
• Minimum of 2-3 years of customer service, intake, call center, legal, or veterans-related experience required.
• Excellent verbal and written communication skills with the ability to communicate professionally and compassionately.
• Strong organizational skills with exceptional attention to detail and accuracy.
• Ability to build rapport with veterans and their families while handling sensitive and confidential information with professionalism.
• Ability to manage multiple priorities in a fast-paced environment while meeting productivity and quality goals.
• Self-motivated with the ability to work independently while collaborating effectively with a team.
• Commitment to providing exceptional customer service and creating a positive client experience.
• Ability to maintain confidentiality and exercise sound judgment when handling sensitive client information.
• Prior knowledge of VA disability benefits, military service, or veterans' issues is preferred but not required; training will be provided.

Work Schedule/Hours:

• This is a full-time position, days and hours of work are Monday through Friday, 8:30 a.m. to 5:00 p.m.
• This position is hybrid based on business and team needs. In-office attendance is required during the initial training period and for ongoing team training, meetings, and collaboration. Continued remote work eligibility is also based on performance, productivity, and the ability to meet job expectations. The company reserves the right to adjust in-office requirements as business needs evolve.
• For remote work, must have reliable access to your own internet connection and internet router.