Heard & Smith, LLP

Intake Specialist – Client Service Sales

Heard & Smith, LLP

full-time

Posted on:

Location Type: Remote

Location: Texas • United States

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Salary

💰 $15 - $17 per hour

About the role

  • Build the initial client relationship and confidence in our firm with every prospective client interaction
  • Take 150 – 200 calls per day in a professional inbound/outbound call center environment
  • Sign up 4 new cases per day to the firm
  • Be expected to meet occupancy and adherence goals
  • Be expected to maintain a minimum call quality score of 90%
  • Consistently build the client relationship and confidence in our firm with every client interaction while proactively contacting clients to ensure the relationship is maintained
  • Solve problems and maintain confidentiality
  • Keep updated records and detailed documentation of client interactions, concerns, and complaints in a paperless database system
  • Use good judgment to discern what issues may be urgent and need a manager’s or director’s attention immediately

Requirements

  • High School Diploma; Degree preferred; or equivalent combination
  • Call center and customer service experience
  • Strong people skills
  • Excellent telephone, communication, and active listening skills
  • Ability to meet performance standards whether in office or working remotely from home
  • Knowledge in computer technology and the Internet (MS Office, Outlook). Including the ability to learn new programs easily
  • Minimum 40 WPM typing speed
  • Multi-tasking skills and the ability to work well under pressure
  • Detail oriented
  • Excellent spelling and grammar
  • Problem analysis and problem-solving
  • Self-motivated, self-disciplined, able to work with little supervision
  • Reliability and dependability
  • Ability to work in fast paced environment
  • Ability to work in a confidential environment always maintaining client confidentiality
  • Has professional manner and high energy level, exhibits a positive attitude
  • Strong organizational skills
  • Good time management skills
  • Accepts new ideas and challenges and is highly motivated
  • Ability to work well with others as a team
  • Ability to work remotely from home as needed per business needs (see remote requirements)
  • Sales experience a plus
  • Fluent Spanish a plus
Benefits
  • Paid Holidays
  • Accrued Paid Time Off (FT only)
  • Great Medical Benefits Package (FT only)
  • Wellness Program (FT only)
  • 401k with Annual Employer Profit-Sharing contributions (historically 5% annual salary - employee contributions not required!)
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
call center experiencecustomer service experiencetyping speed 40 WPMproblem analysisproblem-solvingMS OfficeOutlookpaperless database systemmultitaskingconfidentiality
Soft Skills
strong people skillsexcellent communication skillsactive listening skillsself-motivatedreliabilitydependabilityorganizational skillstime management skillspositive attitudeteamwork
Certifications
High School DiplomaDegree preferred