Intake Specialist (Client Service Sales) - Remote
Heard & Smith, LLP, San Antonio, Texas, United States, 78208
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 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 DOE
401(k) 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 for the firm
Meet occupancy and adherence goals
Maintain a minimum call quality score of 90%
Consistently build the client relationship and confidence 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 paper‑less database system
Use good judgment to discern urgent issues that require immediate manager’s or director’s attention
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 of computer technology and the Internet (MS Office, Outlook). Ability to learn new programs easily
Minimum 40 WPM typing speed
Multitasking skills and ability to work well under pressure
Detail oriented
Excellent spelling and grammar
Problem analysis and problem‑solving abilities
Self‑motivated, self‑disciplined, able to work with little supervision
Reliability and dependability
Ability to work in a fast‑paced environment
Ability to work in a confidential environment always maintaining client confidentiality
Professional manner and high energy level, positive attitude
Strong organizational skills
Good time management skills
Accepts new ideas and challenges; 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 (20 MB+)
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
#J-18808-Ljbffr
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 DOE
401(k) 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 for the firm
Meet occupancy and adherence goals
Maintain a minimum call quality score of 90%
Consistently build the client relationship and confidence 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 paper‑less database system
Use good judgment to discern urgent issues that require immediate manager’s or director’s attention
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 of computer technology and the Internet (MS Office, Outlook). Ability to learn new programs easily
Minimum 40 WPM typing speed
Multitasking skills and ability to work well under pressure
Detail oriented
Excellent spelling and grammar
Problem analysis and problem‑solving abilities
Self‑motivated, self‑disciplined, able to work with little supervision
Reliability and dependability
Ability to work in a fast‑paced environment
Ability to work in a confidential environment always maintaining client confidentiality
Professional manner and high energy level, positive attitude
Strong organizational skills
Good time management skills
Accepts new ideas and challenges; 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 (20 MB+)
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
#J-18808-Ljbffr