Intake Specialist (Client Service Sales) - Remote
Company: Heard & Smith, LLP
Location: Dallas
Posted on: October 2, 2024
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Job Description:
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 someones 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 DOE401k 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 interactionTake 150 200 calls
per day in a professional inbound/outbound call center
environmentSign up 4 new cases per day to the firmBe expected to
meet occupancy and adherence goalsBe 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
maintainedSolve problems and maintain confidentialityKeep updated
records and detailed documentation of client interactions,
concerns, and complaints in a paperless database systemUse good
judgment to discern what issues may be urgent and need a managers
or directors attention immediatelyTo be successful as an Intake
Specialist you will need:High School Diploma; Degree preferred; or
equivalent combinationCall center and customer service
experienceStrong people skillsExcellent telephone, communication,
and active listening skillsAbility to meet performance standards
whether in office or working remotely from homeKnowledge in
computer technology and the Internet (MS Office, Outlook).
Including the ability to learn new programs easilyMinimum 40 WPM
typing speedMulti-tasking skills and the ability to work well under
pressureDetail orientedExcellent spelling and grammarProblem
analysis and problem-solvingSelf-motivated, self-disciplined, able
to work with little supervisionReliability and dependabilityAbility
to work in fast paced environmentAbility to work in a confidential
environment always maintaining client confidentialityHas
professional manner and high energy level, exhibits a positive
attitudeStrong organizational skillsGood time management
skillsAccepts new ideas and challenges and is highly
motivatedAbility to work well with others as a teamAbility to work
remotely from home as needed per business needs (see remote
requirements)Sales experience a plusFluent Spanish a plusMinimum
Requirements for a Remote Home Office Intake Specialist:Computer
with up-to-date operating system (No Macs, Chromebooks,
Tablets)Camera - internal to computer or externalFast internet
connection (20MB+)Wired Ethernet cable Internet connection in your
home officeLand line telephone or good cell phone signal in home
officeQuiet, private home office with no distractions during
business hoursReside in TexasPIc3ace848d02f-25660-33432702
Keywords: Heard & Smith, LLP, Lewisville , Intake Specialist (Client Service Sales) - Remote, Sales , Dallas, Texas
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