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About the Role

As the Intake Specialist, you will be the first point of contact for potential clients seeking Social Security Disability (SSD) and/or Social Security Income (SSI) assistance. You will guide potential clients through a screening process to determine eligibility and invite them to become clients. You will also assist clients in completing initial applications, addendums, and updates for submission to the Social Security Administration.

Responsibilities

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
Meet occupancy and adherence goals
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 manager’s or director’s attention immediately

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 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
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

Skills

Customer relations
Work ethic
Helping others
Communication
Active listening
Computer technology
Internet
MS Office
Outlook
Typing
Multi-tasking
Problem analysis
Problem-solving
Self-motivation
Self-discipline
Reliability
Dependability
Organizational skills
Time management
Teamwork
Sales experience
Fluent Spanish

Location

Remote
Texas

Work Type

Full-time
Remote

Experience Level

Education Level

High School Diploma
Degree preferred

Salary/Compensations

$14.50-$16.50 per hour

Benefits

Paid Holidays
Accrued Paid Time Off (FT only)
Great Medical Benefits Package (FT only)
Wellness Program (FT only)
401k with Annual Employer Profit-Sharing contributions

About the Company

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.
Fast-paced, professional environment
Fulfilling, challenging, and rewarding
Great team environment