San Antonio, Texas, United States Full-time USD 15 – 17 / hour

Heard & Smith is hiring an Intake Specialist (Client Service Sales) - Remote

About the Role

This position is responsible for conducting initial consultations with potential clients, assessing eligibility, explaining services, and guiding individuals through the enrollment process while maintaining a high standard of customer care and accuracy.

Responsibilities

  • Conduct initial phone screenings with prospective clients
  • Evaluate client eligibility based on established criteria
  • Explain service offerings in clear, accessible language
  • Guide applicants through enrollment steps
  • Maintain accurate records of client interactions
  • Respond promptly to client inquiries
  • Identify client needs and match them with appropriate services
  • Follow up on pending applications
  • Ensure compliance with data privacy standards
  • Collaborate with internal teams to resolve client issues
  • Meet performance targets for call volume and conversion
  • Adhere to documented service protocols
  • Escalate complex cases to designated team members
  • Provide feedback on client concerns to improve processes
  • Stay current with service updates and policy changes
  • Use CRM tools to log client information
  • Maintain consistent communication standards
  • Manage high call volumes during peak periods
  • Support team goals through reliable performance
  • Participate in training and quality assurance sessions

Compensation

Competitive hourly rate with performance incentives

Work Arrangement

Fully remote position with flexible scheduling options

Team

Part of a client-facing service team focused on initial customer engagement and sales conversion

What We Offer

  • Flexible scheduling options
  • Opportunities for career advancement
  • Comprehensive training program
  • Supportive remote work environment

Application Process

  • Submit resume and cover letter
  • Complete a brief screening form
  • Participate in a phone interview
  • Final candidates may complete a role-specific exercise

Not available for this role

About company
Heard & Smith

At Heard & Smith it's not about our 30+ years experience, or our team of 150+ professionals, or the thousands of clients we have helped in the past, but rather how we can help you.

The firm specializes in Social Security Disability Law and Inheritance, Guardianship, Probate, Estates, and Trusts law.

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Job Details
Department Client/Customer Service
Category other
Posted a month ago