Intake Specialist (Client Service Sales) - Remote
Company: Heard & Smith, LLP
Location: Dallas
Posted on: October 18, 2024
Job Description:
Intake Specialist (Client Service - Sales)
Heard and Smith, LLP was founded on the principles of compassion,
humility and the relentless desire to pursue financial assistance
for our clients. Our law firm has been helping the disabled for
over 30 years and has a proven record. Do you have a heart for
those in need? We are seeking individuals with excellent customer
relations, strong work ethic, and a true desire to help others.
Being part of the Heard and Smith team is more than a job; each day
provides you with opportunities to change someones life!
- Fast-paced, professional environment;
- Fulfilling, challenging, and rewarding;
- Great team environment;
- Paid Holidays, Accrued Paid Time Off (FT only);
- Great Medical Benefits Package (FT only);
- Wellness Program (FT only);
- Competitive Salary $14.50-$16.50 per hour DOE
- 401k with Annual Employer Profit-Sharing
contributions(historically 5% annual salary - employee
contributions not required!)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.
In this role you will:
- 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 managers or directors attention immediatelyTo be successful as an
Intake Specialist you will need:
- 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 plusMinimum Requirements for a Remote Home
Office Intake Specialist:
- Computer with up-to-date operating system (No Macs,
Chromebooks, Tablets)
- Camera - internal to computer or external
- Fast internet connection (20MB+)
- Wired Ethernet cable Internet connection in your home
office
- Land line telephone or good cell phone signal in home
office
- Quiet, private home office with no distractions during business
hours
- Reside in Texas
PI19a23d6efc73-37248-33432702
Keywords: Heard & Smith, LLP, DeSoto , Intake Specialist (Client Service Sales) - Remote, Sales , Dallas, Texas
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