Intake Specialist (Customer Services Rep/Sales) Full or Part Time Remote San Antonio Area

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Intake Specialist (Customer Services Rep/Sales) Full or Part Time Remote San Antonio Area

A full-time team member or employee
Opening soon

Skills and experience needed

Problem solving
Customer service

Organization(s) name(s)


Time zone

Monetary compensation

USD$13.5 to 16 /hour

Monetary compensation

USD$13.5 - 16 /hour


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, and 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 with 401k and Profit Sharing!
  • $13.50-$16.00 per hour depending on experience and education
  • Full-time, Monday-Friday 8:30am-5:30pm
  • Part-time, Monday-Friday 10am-3pm

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.

Note: this is typically an "in-office" position in San Antonio, but nearly all of our firm’s staff are working from home at the moment. We do not have the ability to offer this remote position outside the state of Texas.

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 in this role you will need:

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

Minimum Requirements for a Remote Home Office:

  • Computer with up to date operating system
  • 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

Posted: March 13, 2021 08:05 AM

Manuela Vargas Jaramillo
Manuela Vargas Jaramillo Verified
Independent Recruiter
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