Intake Specialist – Client Service Sales

🕒 August 27

🤠 Texas – Remote

🤠 Texas – Remote

💵 $14 - $16 / hour

⏰ Full Time

🟡 Mid-level

🟠 Senior

📁 Client Services

👻 Ghost score 7%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Heard & Smith, LLP

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 1993

💼 Consulting

🏥 Healthcare

🛡️ Insurance

Consulting • Healthcare • Insurance

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.

📋 Description

• Serve as the first point of contact for potential clients seeking Social Security Disability (SSD) and/or Social Security Income (SSI) assistance • Guide potential clients through a screening/triage process to determine SSD/SSI eligibility • Invite eligible prospects to become clients • Assist clients with initial applications, addendums, and updates for submission to the Social Security Administration • Build client relationships and confidence in the firm through every interaction • Handle 150–200 calls per day in an inbound/outbound call center environment • Sign up four new cases per day • Meet occupancy and adherence goals • Maintain a minimum call quality score of 90% • Proactively contact clients to maintain relationships • Solve problems and maintain confidentiality • Maintain updated records and detailed documentation in a paperless database system • Identify urgent issues requiring a manager’s or director’s immediate attention

🎯 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 of computer technology and the Internet, including MS Office and Outlook • Ability to learn new programs easily • Minimum 40 WPM typing speed • Multi-tasking skills and ability to work well under pressure • Detail oriented • Excellent spelling and grammar • Problem analysis and problem-solving skills • Self-motivated and self-disciplined; able to work with little supervision • Reliability and dependability • Ability to work in a fast-paced environment • Ability to work in a confidential environment while maintaining client confidentiality • Professional manner and high energy level; positive attitude • Strong organizational and time management skills • Ability to accept new ideas and challenges and remain highly motivated • Ability to work well with others as a team • Ability to work remotely from home as needed per business needs • Sales experience a plus • Fluent Spanish a plus • Computer with up-to-date operating system (No Macs, Chromebooks, or Tablets) • Camera, internal or external • Fast internet connection (20MB+) • Wired Ethernet cable Internet connection in home office • Landline telephone or good cell phone signal in home office • Quiet, private home office with no distractions during business hours • Reside in Texas

🏖️ Benefits

• Fast-paced, professional environment • Fulfilling, challenging, and rewarding work • Great team environment • Paid Holidays (FT only) • 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)