Intake Specialist (Client Service Sales) - Remote
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Guide potential clients through SSD/SSI screening to determine eligibility
As an Intake Specialist, you will be the first point of contact for individuals seeking Social Security Disability or Supplemental Security Income assistance. You will conduct screenings to assess eligibility, assist with initial applications and updates, and maintain detailed records in a paperless database. This role involves managing inbound and outbound calls in a fast-paced call center environment while upholding confidentiality and call ...
Why This Role?
Opportunity to change lives by helping disabled individuals access financial assistance
Key Responsibilities
- Guide potential clients through screening to determine SSD/SSI eligibility
- Assist clients in completing initial applications and updates for SSA submission
- Maintain updated records and detailed documentation of client interactions in a paperless database
- Manage inbound and outbound calls in a professional call center environment
- Proactively contact clients to maintain relationships and ensure follow-up
- Use judgment to identify urgent issues requiring managerial attention
Requirements
- High School Diploma or equivalent
- Excellent customer relations skills
- Strong work ethic
- Ability to maintain confidentiality
- Good judgment for issue escalation
- Proficiency in call center operations
Required Skills
View Original Description from Jobg8 (United States)
Original description from Jobg8 (United States)
San Antonio, Texas (United States) Position Title: Intake Specialist (Client Service Sales) - Remote 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 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 immediately To 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 plus Minimum 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 Compensation details: 14.5-16.5 Hourly Wage PIbd89f-1580
Salary Context
Similar Operations roles on LokerDollar pay around $112.5k/yr (range $2.9k–350k/yr, n=244 active listings).
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Frequently asked questions
- Is Intake Specialist (Client Service Sales) - Remote at Heard & Smith, LLP a remote job?
- Yes, this is a regional remote role (Remote). Check the listing for location requirements.
- What is the salary for Intake Specialist (Client Service Sales) - Remote at Heard & Smith, LLP?
- The listed pay range for this role is $15–17/hr.
- What type of employment is Intake Specialist (Client Service Sales) - Remote at Heard & Smith, LLP?
- This is a full time position.
- How do I apply?
- Click the "Apply" button on this page to go to the official application at Heard & Smith, LLP.
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