Remote Tx- Intake Specialist (Client Service - Sales)

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!

• Great team environment;
• 401k with Annual Employer Profit-Sharing contributions (historically 5% annual salary - employee contributions not required!)
• Wellness Program (FT only);
• Paid Holidays, Accrued Paid Time Off (FT only);
• Fast-paced, professional environment;
• Competitive Salary $14.50-$16.50 per hour with potential for incremental increases during your first 180 days up to an additional $2/hour based on performance.
• Fulfilling, challenging, and rewarding;
• Great Medical Benefits Package (FT only);

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:

• Take 150 – 200 calls per day in a professional inbound/outbound call center environment
• Build the initial client relationship and confidence in our firm with every prospective client interaction
• Be expected to meet occupancy and adherence goals
• Consistently build the client relationship and confidence in our firm with every client interaction while proactively contacting clients to ensure the relationship is maintained
• Be expected to maintain a minimum call quality score of 90%
• Keep updated records and detailed documentation of client interactions, concerns, and complaints in a paperless database system
• Sign up 4 new cases per day to the firm
• Solve problems and maintain confidentiality
• Use good judgment to discern what issues may be urgent and need a manager’s or director’s attention immediately

To be successful as an Intake Specialist you will need:

• Has professional manner and high energy level, exhibits a positive attitude
• Ability to meet performance standards whether in office or working remotely from home
• Good time management skills
• Strong people skills
• Accepts new ideas and challenges and is highly motivated
• Ability to work well with others as a team
• Reliability and dependability
• Strong organizational skills
• Detail oriented
• Call center and customer service experience
• Self-motivated, self-disciplined, able to work with little supervision
• Fluent Spanish a plus
• Sales experience a plus
• Ability to work in a confidential environment always maintaining client confidentiality
• Multi-tasking skills and the ability to work well under pressure
• Problem analysis and problem-solving
• Ability to work remotely from home as needed per business needs (see remote requirements)
• Excellent spelling and grammar
• Minimum 40 WPM typing speed
• Ability to work in fast paced environment
• High School Diploma; Degree preferred; or equivalent combination
• Knowledge in computer technology and the Internet (MS Office, Outlook). Including the ability to learn new programs easily
• Excellent telephone, communication, and active listening skills

Minimum Requirements for a Remote Home Office Intake Specialist:

• Computer with up-to-date operating system (No Macs, Chromebooks, Tablets)
• Reside in Texas
• Fast internet connection (20MB+)
• Land line telephone or good cell phone signal in home office
• Quiet, private home office with no distractions during business hours
• Wired Ethernet cable Internet connection in your home office