Intake Coordinator

3 days ago


San Antonio, Texas, United States Heard & Smith, LLP Full time
Intake Specialist

Heard and Smith, LLP is seeking a highly motivated and customer-focused Intake Specialist to join our team. As the first point of contact for potential clients, you will play a critical role in guiding them through the screening process and determining their eligibility for Social Security Disability (SSD) and/or Social Security Income (SSI) assistance.

Key Responsibilities:
  • Build strong relationships with potential clients and provide exceptional customer service
  • Conduct thorough screenings to determine eligibility for SSD/SSI
  • Assist clients in completing initial applications and addendums for submission to the Social Security Administration
  • Meet occupancy and adherence goals in a fast-paced call center environment
  • Consistently meet or exceed call quality scores and maintain a high level of professionalism
Requirements:
  • High school diploma or equivalent; degree preferred
  • Call center and customer service experience
  • Strong people skills and excellent communication and active listening skills
  • Ability to work in a fast-paced environment and meet performance standards
  • Knowledge of computer technology and the Internet, including MS Office and Outlook
  • Minimum 40 WPM typing speed and strong organizational skills
  • Ability to work well under pressure and maintain confidentiality
What We Offer:
  • Competitive salary range of $14.50-$16.50 per hour
  • Paid holidays and accrued paid time off
  • Great medical benefits package and wellness program
  • 401k with annual employer profit-sharing contributions
  • Opportunities for professional growth and development

Heard and Smith, LLP is an equal opportunity employer and welcomes applications from diverse candidates. If you are a motivated and customer-focused individual with a passion for helping others, we encourage you to apply for this exciting opportunity.


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