Intake Specialist (Customer Services Rep/Sales)

Intake/Client Services San Antonio, Texas


Heard and Smith, LLP was founded on the principles of compassion, humility and the relentless desire to pursue financial assistance for our clients. Our law firm has been helping the disabled for over 30 years and has a proven record. Do you have a heart for those in need? We are seeking individuals with excellent customer relations, strong work ethic, and a true desire to help others. Being part of the Heard and Smith team is more than a job; each day provides you with opportunities to change someone’s life!

  • Fast-paced, and professional environment;
  • Fulfilling, challenging, and rewarding;
  • Great team environment;
  • Paid Holidays, Accrued Paid Time Off;
  • Great Medical Benefits Package;
  • Wellness Program;
  • Competitive Salary with 401k and Profit Sharing!
  • $13.50-$16.00 per hour depending on experience and education

As the Intake Specialist you are the first point of contact for potential clients who are seeking Social Security Disability (SSD) and/or Social Security Income (SSI) assistance. In a call center environment, you will guide potential clients through a screening process (triage) to determine eligibility for SSD/SSI and if eligible, invite them to become a client.  You will assist clients in the completion of initial applications as well as addendums and updates for submission to the Social Security Administration.

To be successful in this role you will need:

  • Some College. Degree preferred; or equivalent combination of education and experience
  • High School Diploma
  • Customer service experience
  • Minimum 40 WPM typing speed
  • Call center experience preferred
  • Fluent in Spanish Preferred
  • Sales experience a plus
  • Knowledge in computer technology and the Internet (MS Word, Excel, Outlook, PowerPoint). Including the ability to learn new programs easily
  • Multi-tasking skills and the ability to work well under pressure
  • Strong people skills
  • Attention to detail and accuracy
  • Excellent telephone, communication, and active listening skills
  • Excellent spelling and grammar
  • Reliability and dependability
  • Ability to work in fast paced environment
  • Ability to work in a confidential environment maintaining client confidentiality at all times
  • Problem analysis and problem-solving
  • Has professional manner and high energy level, exhibits a positive attitude
  • Good time management skills
  • Strong organizational skills
  • Self-motivated, able to work with little supervision
  • Accepts new ideas and challenges and is highly motivated
  • Ability to work well with others as a team