heardandsmith

Intake Specialist (Client Service Sales) - Remote

heardandsmith

1 month ago
Remote
Full Time
Trainee
0 applicants
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About this role

Heard and Smith, LLP is seeking an Intake Specialist to serve as the first point of contact for clients seeking Social Security Disability and Income assistance. The role involves guiding potential clients through screenings, assisting with applications, and building relationships in a call center environment.

Skills

heardandsmith

About heardandsmith

heardandsmith.com

Heard & Smith, LLP is a San Antonio–based law firm that provides nationwide Social Security disability representation (SSDI/SSI and veterans claims) and local probate, estate planning, inheritance, and guardianship services. With more than 30 years of experience and a team of 150+ professionals, the firm serves clients across all 50 states for disability matters and handles probate, trusts, estates, and guardianship cases in the San Antonio area. Emphasizing a client-first approach ("It's All About You"), Heard & Smith has helped thousands of clients navigate disability and elder-law issues.

About heardandsmith

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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