Intake Specialist (Client Services – Sales)

Heard and Smith, LLP is built on compassion, humility, and a strong commitment to helping clients secure financial support. With over 30 years of experience assisting individuals with disabilities, we have a proven track record. If you have a passion for helping others, we’re looking for dedicated individuals with excellent customer service skills, a strong work ethic, and a genuine desire to make a difference. Working at Heard and Smith is more than just a job—it’s an opportunity to positively impact lives every day.

What We Offer:

– A fast-paced, professional work environment
– Meaningful, challenging, and rewarding work
– Supportive team atmosphere
– Paid holidays and accrued paid time off (for full-time employees)
– Comprehensive medical benefits (for full-time employees)
– Wellness program (for full-time employees)
– Competitive pay: $14.50–$16.50 per hour, depending on experience
– 401(k) with annual employer profit-sharing contributions (typically 5% of annual salary; no employee contributions required)

Position Overview:

As an Intake Specialist, you’ll be the first point of contact for individuals seeking Social Security Disability (SSD) or Supplemental Security Income (SSI) assistance. Working in a call center environment, you’ll screen potential clients to determine eligibility and invite qualified individuals to become clients. You’ll also help them complete initial applications and submit necessary updates to the Social Security Administration.

Key Responsibilities:

– Establish trust and build relationships with potential clients
– Handle 150–200 calls daily in a professional call center setting
– Enroll at least 4 new clients per day
– Meet occupancy and adherence targets
– Maintain a minimum call quality score of 90%
– Proactively follow up with clients to strengthen relationships
– Maintain confidentiality and resolve client concerns
– Accurately document all client interactions in a paperless system
– Identify urgent issues and escalate them as needed

Qualifications:

– High school diploma required; college degree preferred or equivalent experience
– Previous experience in a call center and customer service
– Strong interpersonal and communication skills
– Excellent phone etiquette and active listening abilities
– Ability to meet performance goals both in-office and remotely
– Proficient with computers and Microsoft Office; quick to learn new software
– Minimum typing speed of 40 WPM
– Strong multitasking and stress management skills
– Attention to detail with excellent grammar and spelling
– Strong problem-solving abilities
– Self-motivated and reliable with minimal supervision
– Ability to maintain client confidentiality
– Professional demeanor, high energy, and positive attitude
– Strong organizational and time management skills
– Open to new ideas and challenges
– Team player
– Ability to work remotely as needed
– Sales experience is a plus
– Bilingual in Spanish is a plus

Remote Work Requirements:

– A computer with a current operating system (Macs, Chromebooks, and tablets not supported)
– Built-in or external webcam
– High-speed internet (20MB+)
– Wired Ethernet connection
– Landline or strong mobile signal in home office
– Quiet, private workspace free from distractions
– Must reside in Texas