Intake Specialist - Client Service Sales

February 7

🤠 Texas – Remote

Although this job is listed in Texas, this company may be open to hiring remote in other states.

💵 $14 - $16 / hour

⏰ Full Time

🟡 Mid-level

🟠 Senior

📁 Client Services

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Heard & Smith, LLP

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Compliance

Heard & Smith, LLP is a law firm with over 30 years of experience and a team of 150+ professionals dedicated to helping clients. The firm specializes in Social Security Disability Law, Veteran's Law, and Inheritance and Guardianship Law, including guardianship, probate, estates, and trusts. Based in San Antonio, Texas, Heard & Smith is focused on providing personalized legal services to meet the needs of their clients.

51 - 200 employees

Founded 1993

📋 Compliance

📋 Description

• 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. • 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.

🎯 Requirements

• High School Diploma; Degree preferred; or equivalent combination • Call center and customer service experience • Strong people skills • 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 • Minimum 40 WPM typing speed • 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 • Good time management 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) • Sales experience a plus • Fluent Spanish a plus

🏖️ Benefits

• Paid Holidays • Accrued Paid Time Off (FT only) • Great Medical Benefits Package (FT only) • Wellness Program (FT only) • 401k with Annual Employer Profit-Sharing contributions (historically 5% annual salary - employee contributions not required!)