Intake Specialist – Client Service Sales

This is a fully remote position, open to applicants in Texas.

📋 Description

• Act as the primary point of contact for prospective clients seeking assistance with Social Security Disability (SSD) and/or Social Security Income (SSI).

• Lead potential clients through a screening and triage procedure to assess their SSD/SSI eligibility.

• Extend invitations to qualified prospects to enroll as clients.

• Support clients with their initial applications, addenda, and updates for submission to the Social Security Administration.

• Foster client relationships and build trust in the firm through every interaction.

• Manage 150–200 calls daily in an inbound/outbound call center setting.

• Facilitate the signing of four new cases each day.

• Achieve occupancy and adherence targets.

• Maintain a minimum call quality score of 90%.

• Proactively reach out to clients to sustain relationships.

• Address issues and uphold confidentiality.

• Keep current records and comprehensive documentation within a paperless database system.

• Recognize urgent concerns that require immediate attention from a manager or director.

⛳️ Requirements

• High School Diploma; Degree preferred, or equivalent experience.

• Experience in a call center and customer service roles.

• Strong interpersonal skills.

• Exceptional telephone, communication, and active listening abilities.

• Capability to meet performance expectations whether working in-office or remotely.

• Familiarity with computer technology and the Internet, including MS Office and Outlook.

• Quick learner when it comes to new software.

• Minimum typing speed of 40 WPM.

• Proficient in multi-tasking and performing well under pressure.

• Detail-oriented approach.

• Excellent spelling and grammar skills.

• Strong problem analysis and resolution abilities.

• Self-motivated and disciplined; capable of working with minimal supervision.

• Reliable and dependable.

• Ability to thrive in a fast-paced environment.

• Capacity to maintain client confidentiality in a private setting.

• Professional demeanor with a high energy level; positive outlook.

• Strong organizational and time management capabilities.

• Willingness to embrace new ideas and challenges while remaining highly motivated.

• Capability to collaborate effectively as part of a team.

• Flexibility to work remotely from home as required by business needs.

• Sales experience is a plus.

• Fluency in Spanish is a plus.

• Access to a computer with an up-to-date operating system (No Macs, Chromebooks, or Tablets).

• A camera, either internal or external.

• A fast internet connection (20MB+).

• A wired Ethernet cable internet connection in the home office.

• A landline telephone or reliable cell phone signal in the home office.

• A quiet and private home office free from distractions during work hours.

• Must reside in Texas.

🏝️ Benefits

• Dynamic and professional work environment.

• Engaging, challenging, and rewarding roles.

• Supportive team atmosphere.

• Paid holidays (for full-time employees only).

• Accrued paid time off (for full-time employees only).

• Comprehensive medical benefits package (for full-time employees only).

• Wellness program (for full-time employees only).

• 401k plan with annual employer profit-sharing contributions (historically 5% of annual salary; employee contributions not mandatory).