Remote - Intake Agent

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 10:00 am to 7:00 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 after 90 days of employment, and ten company paid holidays.  

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 for the purpose of entering data into the consultation and
application system to confirm eligibility for the potential client.
- Respect client confidentiality.
- Flexibility to change work hours based on company needs.
- Performs other related duties as assigned.

Required Skills/Abilities:

• Must be able to talk on the phone and type at the same time, as well as a general ability to multi-task.
• Excellent reading, writing, and verbal communication skills including active listening and the ability to enter data with correct spelling.
• Excellent organizational, time management, interpersonal, customer service, and attention to detail skills.
• Must pass a background check and typing test with a minimum typing speed of 35WPM
• Must have a quiet area for a home office away from noise and distractions 
• Proficient computer skills with the ability to learn new software.
• Ability to sit for a long period of time.
• Reliable and dependable attendance

Education and Experience:

• This job requires a minimum of a high school diploma or G.E.D, and two years of telephone customer service or previous call center experience.  Associate's degree is preferred.
• Proven ability to function well in a fast paced and sometimes stressful environment.
• Telephone experience is required, experience reading verbatim from a script highly desired. Auto dialer experience is highly preferred.
• Experience using computers and performing data-entry functions.
• Bilingual ability in English and Spanish is a plus.

Physical Requirements:

• Prolonged periods of sitting at a desk, talking on a telephone and working on a computer.

Remote Work from Home Requirements:

• Not all positions are remote; some require that the employee work in the office. 
• Must have a desk, chair and basic essentials to work from home.
• Must have a quiet work area without noise or distractions.
• Must have personal high speed internet service (Wi-Fi is not acceptable, must use an ethernet cable).  Our minimum internet speed requirement is 100 download & 20 upload speed.
• Must be logged onto your work computer and able to answer calls during your normal work hours.
• Remote workers must be based in the United States and must reside in one of the following states:  FL, GA, IL, IN, MA, NC, NJ, NV, NY, PA, SC, TX or WV.