Intake Representative (Centro)

Intake Representative (Centro)

31 jul
|
Intugo
|
Centro

31 jul

Intugo

Centro

Overview

Intugo, in partnership with a foreign company specializing in a full-service social security disability advocacy firm, assists individuals in successfully obtaining their Social Security Disability benefits. In this role, you will provide high-quality telephonic support to potential new law firm/attorney customers through a legal intake process. Follow an established process to gather information, document responses, and follow up with potential new clients on a regular basis.

Responsibilities

- Answering inbound/outbound calls from prospective clients looking for help with applying for Social Security Disability Benefits.
- Properly complete the intake form using our proprietary Customer Relationship System (CRM).
- Explain Social Security Disability eligibility, benefits and our requirements, expectations and standards.
- Positively promote and sell the benefits of using our services to all prospects.
- Accurately document all contact with prospects, enter all information and outcomes in accordance with current company policies and procedures.

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📌 Intake Representative (Centro)
🏢 Intugo
📍 Centro

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