Want to have a fulfilling and purposeful career helping military veterans?
We are a growing dog-friendly veterans disability law office in Clearwater, Florida seeking a dependable, enthusiastic, motivated person for a full-time Intake Specialist position. The ideal candidate will have strong Customer Service or Sales Experience, a minimum education of an Associate Degree, and must be a team player. VA experience not required but helpful. This is not your typical call center type job. It is at its core a sales position that requires high energy, enthusiasm and competitive nature with the goal being to sign up new clients as opposed to a customer service job dealing with complaints.
The Intake Specialist is primarily responsible for all facets of handling new prospect contacts. Duties and responsibilities include:
- Receiving new client phone calls, contact forms, live chats, walk-ins
- Maintaining a calm and friendly phone demeanor with all prospective clients
- Completing a questionnaire with prospective new clients in the management system
- Directing prospective new clients in sending in the necessary paperwork to our office for review
- Staying in communication with all new prospective clients and assisting them with gathering and submitting their documentation, answering questions as needed
- Responding to client/staff emails accordingly
- Setting tasks in calendar
- Following up with potential clients that have not sent in their paperwork to retrieve status
- Obtaining prospective new client documentation and forwarding to the proper team leader for review
- Preparing and sending newly accepted clients an Initial Package welcoming them to the firm with contract and documents for signature
- Reporting to the Intake Manager
Competitive benefits package includes full paid premiums for medical, eye, and dental insurance, 401k (after one year of employment) and generous paid time off package.
Additional Compensation:
- Bonuses
Benefits:
- Health insurance
- Dental insurance
- Vision insurance
- Retirement plan
- Paid time off
- Flexible schedule
EEOC