Intake Specialist (Client Service Sales) - Remote jobs in United States
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Heard & Smith, LLP · 2 months ago

Intake Specialist (Client Service Sales) - Remote

Heard and Smith, LLP is a law firm dedicated to assisting the disabled, with over 30 years of experience. The Intake Specialist will serve as the first point of contact for potential clients seeking Social Security Disability and Income assistance, guiding them through a screening process and assisting with initial applications.

LegalProfessional ServicesService Industry
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Diversity & Inclusion

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
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 manager’s or director’s attention immediately

Qualification

Call center experienceCustomer service experienceCommunication skillsComputer technology knowledgeFluent SpanishPeople skillsMulti-tasking skillsDependabilityDetail orientedProblem-solving skillsOrganizational skillsTime managementSelf-motivatedReliabilityWork in teams

Required

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)
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

Preferred

Sales experience a plus
Fluent Spanish a plus

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 (historically 5% annual salary - employee contributions not required!)

Company

Heard & Smith, LLP

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Heard & Smith's social security disability attorneys have been helping clients obtain social security disability (SSDI and or SSI) benefits for more than 30 years.

Funding

Current Stage
Growth Stage

Leadership Team

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Joshua Eyestone
Attorney / COO
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John R. Heard
Partner
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