Do you want to have a fulfilling career with purpose helping people obtain their Social Security benefits? The Intake Agent will be a direct point of contact for potential new clients to complete the consultation and application for us to assist them with their disability benefits. They will provide great customer service and have a clear phone presence. They will be proficient in using computers, be able to verify that there are no discrepancies within documents, and excel at both verbal and written communication. They will be detail-oriented, professional and have a genuine desire to meet the needs of others. Work hours are Monday - Friday from 9:00 am to 6:00 pm EST. Training for the position will also be from 9:00 am to 6:00 pm EST. This is a remote work from home position.
Our benefits package includes health, dental, and vision insurance, company paid life insurance and disability insurance, a 401(k) plan with an employer match, paid time off and 10 company paid holidays after 90 days of employment.
Essential Functions:
- Receive all inbound and outbound calls for potential disability clients.
- Perform general office clerk duties (i.e., check email and Chat communication consistently).
- Ask a series of questions verbatim from a script for the purpose of entering data into the consultation and
application system to confirm eligibility for the potential client.
- Respect client confidentiality.
- Comfortable taking repetitive, back-to-back calls speaking about the same topic, every work day for every call.
- Flexibility to change work hours based on company needs.
- Performs other related duties as assigned.
Required Skills/Abilities: