Legal Intake Representative

Job not on LinkedIn

November 20

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Logo of Trajector

Trajector

Charity • Healthcare Insurance • Social Impact

Trajector is a company dedicated to assisting the underserved and at-risk disabled population in navigating the complex journey of securing disability benefits. They empower clients by providing advocacy services and medical evidence support to increase the likelihood of approval for both government and private benefits. With a commitment to empathy, integrity, and communication, Trajector strives to improve their clients' lives and help them achieve financial stability and access to essential resources.

📋 Description

• Selling and presenting a private medical consulting service to U.S. Military Veterans who need assistance with pursing the VA disability benefits for which they qualify. • Effectively establish rapport, demonstrate compassion, present our company value, and create motivation with veteran client to gather necessary documents to help build an initial review strategy designed to help the veteran client gain all eligible disability compensation. • Strong ability to articulate thoughts in a precise and professional manner so veteran clients are clear on our process to assist. • Entering and updating veteran client information into CRM system. • Managing assigned leads efficiently as directed by leadership. • Meeting minimum daily performance and activity metrics. • Resolving veteran objections, concerns, and issues to help them see value in using VCP’s services. • Ability to effectively communicate Initial Review Claim path to veterans to gain interest in our services. • Ability to gain commitment from veteran by getting their signature on our Medical Consulting Services Agreement which contains terms, fees, and details of payment to be rendered by client. • Other duties as assigned.

🎯 Requirements

• Authorized to work in the United States and not require work authorization sponsorship by our company for this position now or in the future. • High school Diploma or Equivalent A.S. In Business preferred. • One year of metrics-based telephone sales or account management experience. • Excellent communication and organizational skills. • Computer proficiency with MS Office, Google based documents, CRM, and proprietary software applications. • Achieve established daily, weekly, and monthly goals. • Manage veteran contacts through CRM to ensure proper notation of actions. • Effectively overcome objections and concerns to keep qualified veterans interested in getting our assistance. • Active listening skills on each call with the ability to retain information while multitasking through software applications including concise and accurate notation in CRM to complete calls in timely and efficient manner. • Minimum internet speed of 10 Download/5 Upload.

🏖️ Benefits

• Medical, dental, vision • 401k program • Paid time off, including seven (7) federal holidays plus two (2) flex holidays for DEI. • Joining a rapidly growing organization.

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