Intakes Specialist
Job Description
Cesar Ornelas Law is looking for a dynamic, self-motivated, socializer, that knows how to make connections in the community and can empathize with potential new clients.
The Intakes Specialist will handle various tasks related to new client processing and discovery. This position will be working nights and/or weekends as needed.
Qualifications
Must have excellent organizational and communication skills
Call center and customer service experience
Strong people skills
Excellent telephone, communication, and active listening skills
Ability to meet performance standards
Familiarity with intake software or call center platforms
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
Strong organizational and time management skills
Comfortable with phone, headset, and VoIP tools
Accepts new ideas and challenges and is highly motivated
Bilingual (English & Spanish)
Responsibilities
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
Take 150 – 200 calls per day in a professional inbound/outbound call center environment
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
Use good judgment to discern what issues may be urgent and need a manager’s or director’s attention immediately
General administrative work and errands
Initiate and be willing to take on responsibilities beyond the scope of the job description
Promote Cesar Ornelas Law and keep our values top of mind
Various projects and duties as assigned
Benefits Include
Medical
Dental
Vision
Long-term Disability- 100% Employer covered
Basic Life Insurance- 100% Employer covered
Multiple team building and professional networking opportunities
Work Environment The main goals of the firm are to grow and have satisfied clients. Although not directly responsible for either, this role plays a crucial part in the attitude and perception of both our internal and external audience.
When you join a firm like Cesar Ornelas law you are joining a team of like-minded professionals dedicated to getting the best outcome for our clients.
We keep the future of our staff top of mind by furthering their careers through training and education as well as developing various goals to promote from within to create a long-lasting tenure.
If you would like to be a part of a company dedicated to our clients, our community, and each other, please apply today!
#J-18808-Ljbffr
The Intakes Specialist will handle various tasks related to new client processing and discovery. This position will be working nights and/or weekends as needed.
Qualifications
Must have excellent organizational and communication skills
Call center and customer service experience
Strong people skills
Excellent telephone, communication, and active listening skills
Ability to meet performance standards
Familiarity with intake software or call center platforms
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
Strong organizational and time management skills
Comfortable with phone, headset, and VoIP tools
Accepts new ideas and challenges and is highly motivated
Bilingual (English & Spanish)
Responsibilities
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
Take 150 – 200 calls per day in a professional inbound/outbound call center environment
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
Use good judgment to discern what issues may be urgent and need a manager’s or director’s attention immediately
General administrative work and errands
Initiate and be willing to take on responsibilities beyond the scope of the job description
Promote Cesar Ornelas Law and keep our values top of mind
Various projects and duties as assigned
Benefits Include
Medical
Dental
Vision
Long-term Disability- 100% Employer covered
Basic Life Insurance- 100% Employer covered
Multiple team building and professional networking opportunities
Work Environment The main goals of the firm are to grow and have satisfied clients. Although not directly responsible for either, this role plays a crucial part in the attitude and perception of both our internal and external audience.
When you join a firm like Cesar Ornelas law you are joining a team of like-minded professionals dedicated to getting the best outcome for our clients.
We keep the future of our staff top of mind by furthering their careers through training and education as well as developing various goals to promote from within to create a long-lasting tenure.
If you would like to be a part of a company dedicated to our clients, our community, and each other, please apply today!
#J-18808-Ljbffr