Intake Specialist client Service - Sales

Profile

Intake Specialist (Client Service - Sales)

The candidate will guide potential clients through a screening process (triage) to determine eligibility for SSD/SSI and if eligible, invite them to become a client. Assist clients in the completion of initial applications as well as addendums and updates for submission to the Social Security Administration. 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. High School Diploma is required; Degree is preferred; or equivalent combination. Call center and customer service experience is required. Typing skills of 40+ WPM is required. Sales experience is a plus. Spanish skills are preferred.

Company info

Heard & Smith, L.L.P.
Social Security Disability Veterans Disability Law 10715 Gulfdale St. Ste. 100
San Antonio
Texas
United States 78216
Website : http://www.heardandsmith.com/