Intake Coordinator

2 days ago


Dallas, Texas, United States Heard & Smith, LLP Full time
Intake Specialist Opportunity

Heard and Smith, LLP is seeking a highly motivated and compassionate 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 Social Security Disability (SSD) and/or Social Security Income (SSI) application process.

Key Responsibilities:
  • Build strong relationships with prospective clients and ensure their confidence in our firm
  • Manage a high-volume call center environment, taking 150-200 calls per day
  • Sign up 4 new cases per day and meet occupancy and adherence goals
  • Maintain a minimum call quality score of 90%
  • Proactively contact clients to ensure the relationship is maintained and resolve any issues that may arise
Requirements:
  • High School Diploma or equivalent; degree preferred
  • Call center and customer service experience
  • Strong people skills and excellent telephone, communication, and active listening skills
  • Ability to meet performance standards in a fast-paced environment
  • Knowledge of computer technology and the Internet, including MS Office and Outlook
  • Minimum 40 WPM typing speed and multi-tasking skills
  • Detail-oriented, with excellent spelling and grammar
  • Self-motivated, self-disciplined, and able to work with little supervision
  • Reliability and dependability, with a professional manner and high energy level
Work Environment:

As a remote Home Office Intake Specialist, you will work from the comfort of your own home office, equipped with a computer, camera, and fast internet connection. You will be expected to maintain a quiet, private workspace with no distractions during business hours.

Heard and Smith, LLP is an equal opportunity employer and welcomes applications from diverse candidates. If you are a motivated and compassionate individual with excellent communication skills, we encourage you to apply for this exciting opportunity.


  • Intake Coordinator

    3 weeks ago


    Dallas, Texas, United States Frontline Source Group Full time

    Legal Intake Coordinator RoleWe are seeking a highly organized and detail-oriented Legal Intake Coordinator to join our team at Frontline Source Group. As a Legal Intake Coordinator, you will be responsible for handling a high volume of incoming calls and providing excellent customer service and support to our clients.Key Responsibilities:Assess new client...

  • RN Intake Coordinator

    2 weeks ago


    Dallas, Texas, United States University of Texas Southwestern Medical Center Full time

    Job SummaryWe are seeking a highly skilled RN Intake Coordinator to join our team at the Simmons Comprehensive Cancer Center in the department of Patient Access Services. As a key member of our team, you will play a critical role in ensuring that patient referrals are properly vetted, prioritized, scheduled, and records collected to provide a positive...


  • Dallas, Texas, United States University of Texas Southwestern Medical Center Full time

    Job SummaryWe are seeking a highly skilled RN Intake Coordinator to join our team at the Simmons Comprehensive Cancer Center in the department of Patient Access Services. As a key member of our team, you will play a critical role in ensuring that patient referrals are properly vetted, prioritized, scheduled, and records collected to provide a positive...

  • Intake Coordinator

    2 weeks ago


    Dallas, Texas, United States Frontline Source Group Full time

    Legal Intake Coordinator RoleFrontline Source Group, a prominent law firm, is seeking a highly skilled Legal Intake Coordinator to join their team in Dallas, TX. This is an excellent opportunity for individuals with a passion for helping people and a strong background in client services.Key Responsibilities:Handle a high volume of incoming calls in English...

  • Intake Coordinator

    3 weeks ago


    Dallas, Texas, United States Frontline Source Group Full time

    Legal Intake Coordinator RoleFrontline Source Group, a prominent law firm, is seeking a highly skilled Legal Intake Coordinator to join their team in Dallas, TX. This is an excellent opportunity for individuals with a passion for helping people and a strong background in plaintiff personal injury law.Key Responsibilities:Handle a high volume of incoming...


  • Dallas, Texas, United States VitalCaring Group Full time

    About VitalCaring GroupVitalCaring Group is a leading home health and hospice provider with a heart for delivering exceptional quality care. Our mission is to transform lives and foster hope through genuine caring.Job Title: Home Health Intake CoordinatorWe are seeking a skilled Home Health Intake Coordinator to join our team. As a Home Health Intake...


  • Dallas, Texas, United States VitalCaring Group Full time

    About VitalCaring GroupVitalCaring Group is a leading home health and hospice provider with a heart for home health care. We are committed to transforming lives and fostering hope through genuine caring.Job Title: Home Health Intake CoordinatorWe are seeking a skilled Home Health Intake Coordinator to join our team. As a Home Health Intake Coordinator, you...


  • Dallas, Texas, United States VitalCaring Group Full time

    About VitalCaring GroupVitalCaring Group is a leading home health and hospice provider with a heart for delivering exceptional quality care. Our mission is to transform lives and foster hope through genuine caring.Job Title: Home Health Intake CoordinatorWe are seeking a skilled Home Health Intake Coordinator to join our team. As a Home Health Intake...


  • Dallas, Texas, United States VitalCaring Group Full time

    About VitalCaring GroupVitalCaring Group is a leading home health and hospice provider with over 65 locations across the southeastern and southwestern United States. Our mission is to transform lives and foster hope through genuine caring.Job Title: Home Health Intake CoordinatorWe are seeking a highly motivated and detail-oriented Home Health Intake...


  • Dallas, Texas, United States Turnwell Mental Health Network, Inc. Full time

    Job SummaryTurnwell Mental Health Network, Inc. is seeking a highly organized and detail-oriented Specialty Service Intake Coordinator to join our team. As a critical point of contact, you will work directly with potential and existing patients, processing specialty service intakes and coordinating ongoing care with a compassionate and clinically informed...


  • Dallas, Texas, United States Platt Richmond Full time

    Job SummaryPlatt Richmond is seeking a highly organized and detail-oriented Client Intake Coordinator to join our team. The primary focus of this position is to assist in onboarding new clients and matters for the Firm by managing conflict checks, new client creation, new matter creation, and engagement letter drafting and client communications. This role...

  • Intake Coordinator

    2 weeks ago


    Dallas, Texas, United States Lisinski Law Firm Full time

    Job Title: Intake SpecialistAbout the Role:The Lisinski Law Firm is seeking a highly skilled Intake Specialist to join our Business Development team. As an Intake Specialist, you will play a critical role in driving revenue by delivering exceptional service to our clients.Key Responsibilities:Participate in comprehensive training programs to learn about the...


  • Dallas, Texas, United States Katie L. Lewis, P.C. Family Law Full time

    Legal Intake SpecialistWe are seeking a highly skilled and empathetic Legal Intake Specialist to join our team at Katie L. Lewis, P.C. Family Law. As a key member of our team, you will be responsible for surveying prospective clients, managing new client onboarding, and data entry. Your excellent communication skills and passion for helping others will make...


  • Dallas, Texas, United States Katie L. Lewis, P.C. Family Law Full time

    Job Title: Legal Intake SpecialistWe are seeking a highly skilled and empathetic Legal Intake Specialist to join our team at Katie L. Lewis, P.C. Family Law. As a key member of our team, you will be responsible for surveying prospective clients, managing new client onboarding, and ensuring seamless communication with our lawyers.Key Responsibilities:Screen...


  • Dallas, Texas, United States My People Person Full time

    Job Title: Patient Intake CoordinatorAre you passionate about creating positive patient interactions and dedicated to caring for the well-being of others? If so, this could be your next opportunity.Job Summary:This full-time Patient Intake Coordinator role is responsible for providing exceptional customer service to potential patients/families, professional...


  • Dallas, Texas, United States Katie L. Lewis, P.C. Family Law Full time

    Legal Intake SpecialistWe are seeking a highly skilled and empathetic Legal Intake Specialist to join our team at Katie L. Lewis, P.C. Family Law. As a key member of our team, you will play a crucial role in ensuring a seamless client experience from initial contact to case management.Responsibilities:Screen and qualify potential clients to determine their...


  • Dallas, Texas, United States AIS HealthCare Full time

    Job Title: Lead Infusion Intake CoordinatorAIS HealthCare is seeking an experienced and motivated Lead Infusion Intake Coordinator to join our dynamic team. As a key member of our Infusion Intake team, you will be responsible for assisting in leading the verification and authorization activities from insurance companies or other responsible parties for...


  • Dallas, Texas, United States Anderson Injury Lawyers Full time

    Job Title: Legal Intake SpecialistAnderson Injury Lawyers is a renowned personal injury law firm with a strong presence in Dallas and Fort Worth. With over 17 years of experience in serving the community, we are seeking a highly motivated and detail-oriented Intake Specialist to join our team.Key Responsibilities:Evaluate Potential New Client (PNC) inquiries...

  • Intake Coordinator

    1 day ago


    Dallas, Texas, United States undisclosed Full time

    Job Title: Intake SpecialistAt Heard and Smith, LLP, we are seeking a highly motivated and detail-oriented 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...


  • Dallas, Texas, United States Campbell Legal Search Full time

    Job Title: Legal Intake SpecialistCampbell Legal Search is seeking a highly skilled and bilingual Legal Intake Specialist to join our team. As a key member of our intake team, you will be responsible for handling incoming calls, evaluating new client inquiries, and setting up new cases in our system.Responsibilities:Client Communication: Answer incoming...