Intake Specialist (Client Service Sales) - Remote

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; 401k 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 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

To be successful as an Intake Specialist you will need :

Minimum Requirements for a Remote Home Office Intake Specialist :