Intake Specialist (Client Service - Sales) at Heard & Smith, LLP

DescriptionIntake 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 someone’s 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 DOE401k 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 interactionTake 150 – 200 calls per day in a professional inbound/outbound call center environmentSign up 4 new cases per day to the firmBe expected to meet occupancy and adherence goalsBe 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 maintainedSolve problems and maintain confidentialityKeep updated records and detailed documentation of client interactions, concerns, and complaints in a paperless database systemUse good judgment to discern what issues may be urgent and need a manager’s or director’s attention immediatelyTo be successful as an Intake Specialist you will need:High School Diploma; Degree preferred; or equivalent combinationCall center and customer service experienceStrong people skillsExcellent telephone, communication, and active listening skillsAbility to meet performance standards whether in office or working remotely from homeKnowledge in computer technology and the Internet (MS Office, Outlook). Including the ability to learn new programs easilyMinimum 40 WPM typing speedMulti-tasking skills and the ability to work well under pressureDetail orientedExcellent spelling and grammarProblem analysis and problem-solvingSelf-motivated, self-disciplined, able to work with little supervisionReliability and dependabilityAbility to work in fast paced environmentAbility to work in a confidential environment always maintaining client confidentialityHas professional manner and high energy level, exhibits a positive attitudeStrong organizational skillsGood time management skillsAccepts new ideas and challenges and is highly motivatedAbility to work well with others as a teamAbility to work remotely from home as needed per business needs (see remote requirements)Sales experience a plusFluent 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 externalFast internet connection (20MB+)Wired Ethernet cable Internet connection in your home officeLand line telephone or good cell phone signal in home officeQuiet, private home office with no distractions during business hoursReside in Texas

Intake Specialist (Client Service - Sales)

Emma

Responsibilities

Skills wanted:

Language(s) required:

About Heard & Smith, LLP:

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heardandsmith.com

Admin access needed