Intake Specialist

Intakes Specialist 

Job Description  

Cesar Ornelas Law is looking for a dynamic, self-motivated, socializer, that knows how to make connections in the community and can empathize with potential new clients.  

The Intakes and Marketing Specialist will handle various tasks related to advertising, events, and social outings, as well as new client processing and discovery. This position will require working on nights or weekends as needed.  

 Qualifications 

• Must have excellent organizational and communication skills  
• To be successful as an Intake Specialist you will need: 
• Call center and customer service experience 
• Strong people skills 
• Excellent telephone, communication, and active listening skills 
• Ability to meet performance standards  
• 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 
• Bilingual (English & Spanish) 
• Has a reliable form of transportation 
• Has a commitment to excellence 
• Must be able to carry or handle 25 pounds 

• 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 
• 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  
• Use good judgment to discern what issues may be urgent and need a manager’s or director’s attention immediately 
• General administrative work and errands 
• Initiate and be willing to take on responsibilities beyond the scope of the job description 
• Promote Cesar Ornelas Law and keep our values top of mind  
• Various projects and duties as assigned 

Work environment 

We are helping people through what may be the worst point in their life. We expect compassion and understanding when not only working with the public but in our team as well. We try to ensure we have a fun environment because of the stress and sensitivity of the cases we work on. Our culture is family oriented and believe we work to live not live to work. 

We keep the future of our staff top of mind by furthering their careers through training and education as well as developing various goals to promote from within to create a long-lasting tenure. 

If you would like to be a part of a company dedicated to our clients, our community, and each other, please apply today!  

World Class Benefits Include 

Pay: $15.00 - $19.00 based on experience  

Medical  

Dental  

Vision  

Long term Disability- 100% Employer covered.  

Basic Life Insurance- 100% Employer covered.  

Job Type: Full-time