[Remote] Intake Specialist (Client Service Sales) - Remote
Note: The job is a remote job and is open to candidates in USA. Heard and Smith, LLP is a law firm dedicated to assisting the disabled, with over 30 years of experience. The Intake Specialist will serve as the first point of contact for potential clients seeking Social Security Disability and Income assistance, guiding them through a screening process and assisting with initial applications.
Responsibilities
- 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
Skills
- 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 in computer technology and the Internet (MS Office, Outlook). Including the ability to learn new programs easily
- Minimum 40 WPM typing speed
- 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
- Has professional manner and high energy level, exhibits a positive attitude
- Strong organizational skills
- Good time management skills
- Accepts new ideas and challenges and is 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)
- Computer with up-to-date operating system (No Macs, Chromebooks, Tablets)
- Camera - internal to computer or external
- Fast internet connection (20MB+)
- 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
- Sales experience a plus
- Fluent Spanish a plus
Education Requirements
- High School Diploma; Degree preferred; or equivalent combination
Benefits
- Paid Holidays, Accrued Paid Time Off (FT only)
- Great Medical Benefits Package (FT only)
- Wellness Program (FT only)
- 401k with Annual Employer Profit-Sharing contributions (historically 5% annual salary - employee contributions not required!)
Company Overview