About the Role
This opportunity is for a detail-oriented Customer Service Intake Agent supporting individuals seeking assistance with Social Security disability benefits.
The role serves as a direct point of contact for potential new clients, completing consultations and applications, verifying information for accuracy, and delivering a professional and supportive customer experience.
This position requires a clear phone presence, strong attention to detail, comfort with repetitive high-volume calls, and the ability to work efficiently in a structured remote environment.
Schedule: Monday - Friday, 9:00 AM - 6:00 PM EST
Training Schedule: Monday - Friday, 9:00 AM - 6:00 PM EST
What You’ll Do
- Handle inbound and outbound calls with potential disability clients
- Complete consultations and application intake for individuals seeking disability benefits assistance
- Ask a required series of questions verbatim from a script to collect and enter information accurately into the consultation and application system
- Confirm eligibility information and verify that there are no discrepancies within documents
- Provide professional, courteous customer service during every interaction
- Perform general office support duties, including checking email and chat communications consistently
- Enter data accurately while speaking with clients over the phone
- Maintain confidentiality and handle sensitive client information with care
- Manage repetitive, back-to-back calls on the same topic throughout the workday
- Remain logged into the work system and available to answer calls during scheduled work hours
- Adjust work hours when needed based on business needs
- Complete additional related duties and special assignments as needed
Qualifications
- High school diploma or GED required
- At least 2 years of previous high-volume call center experience required
- At least 2 years of experience using auto-dialer software required
- Experience reading verbatim from a script is highly preferred
- Strong reading, writing, and verbal communication skills required
- Active listening skills and the ability to enter data with correct spelling required
- Ability to talk on the phone and type at the same time required
- General multitasking ability required
- Excellent organizational, time management, interpersonal, and customer service skills required
- Strong attention to detail required
- Ability to work well in a fast-paced and sometimes stressful environment required
- Experience using computers and performing data entry functions required
- Reliable and dependable attendance required
- Ability to sit for long periods of time required
- Bilingual English and Spanish skills are a plus
- Must pass a background check
- Must pass a typing test with a minimum speed of 35 words per minute
Remote Work Requirements
- Must have a quiet home office area away from noise and distractions
- Must have a desk, chair, and basic work-from-home essentials
- Must have personal high-speed internet service
- Wi-Fi is not acceptable; a direct ethernet connection is required
- Minimum internet speed must be 100 Mbps download and 20 Mbps upload
- Must be logged into the work computer and available to answer calls during normal work hours
Benefits
- Medical, dental, and vision insurance
- Company-paid life insurance
- Company-paid disability insurance
- 401(k) plan with employer match
- Paid time off
- 10 company-paid holidays after 90 days of employment
Work Environment
This remote role involves prolonged periods of sitting at a desk, speaking on the telephone, and working on a computer. The position requires consistent focus, clear communication, accuracy in data entry, and the ability to maintain professionalism in a structured, high-volume call environment.
