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Intake Specialist

Remote · United States Full-time

About Us

Full Potential Solutions (FPS) is a performance-based analytically driven omnichannel solutions organization with operations in Kansas City, MO, Chennai, India, Bogota, Colombia, and Manila, Philippines that puts culture and employees first. We are a rapidly growing global company, employing the best people, processes and proprietary technology to deliver groundbreaking solutions for our clients and fulfilling careers for our employees.

We invest in our people and put culture first because we believe that happy, fulfilled teams deliver breakthrough results. FPS offers a competitive suite of benefits for our employees, including a lucrative compensation program, medical, dental and vision benefits, and the opportunity for high potential career growth with a fast-growing company.

Our Core Values

  • Integrity - Do what’s right for everyone: clients, shareholders, partners & colleagues, TEAM is more important than self, and create an atmosphere of mutual respect

  • Excellence - Deliver exceptional client results, Reward and recognize performance, and Relentless pursuit of improvement

  • Accountability - Act like an owner, take pride in our work, Measure results (your own and our clients), Be passionate

  • Grace - Respect and appreciate differences, Care for one another, Humility, Make work personal

Our Mission: To create conditions within which people can thrive!

Duties and Responsibilities

  • The Intake Specialists position will speak with potential Clients who have passed our initial pre-qualification screening process and appear to be eligible for Social Security Disability Insurance. The agents will ask a series of questions to the Claimant from our script-guide and enter answers that will populate in the application documents we send to the Social Security Administration. We will be working with individuals who have never applied, are in the middle of the process, or have been previously denied.

  • The application itself consists of three main components; the Claimant’s personal information, medical history, and work history. The key to the position is being focused and confident when speaking with Claimants so that we are able to get the most accurate and complete application info. Successful candidates need to be smart and have a desire to help people.

  • Most importantly, specialists must secure the claimant’s approval in allowing the client

to represent them and agree to a fee upon winning the claim.

Qualifications

Soft Skills

  • Strong English-language speaking skills, both reading from the script and unscripted.

  • Strong phone skills. Ability to speak clearly and confidently to the caller.

  • Ability to steer the conversation and not be overwhelmed or lose focus.

  • Highly efficient multitasking skills.

  • Good sales and negotiation skills.

  • Strong attention to detail and retention of information.

  • Ability to relay information/instructions to elderly people comprehensively.

  • Can work without direct supervision.

  • Has a great understanding of FPS’ core values.

Technical Skills & ISP Requirements

  • Good web navigation and computer skills; will navigate and toggle 5 windows at the same time and process 10 pager application forms.

  • Has exposure to google docs and MS Office.

  • Experience in using Salesforce is a plus.

  • Must have a strong and stable internet connection at home.

  • With at least 25 mbps postpaid subscription and proof of internet billing; actual speed of at least 20 mbps download and not less than 10 mbps upload.

  • Having a back up connection is a plus.

Experience, Education, Age

  • Minimum 1 year Call Center experience.

  • Experience in Inbound & Outbound Sales campaigns is required.

  • Background on both and that supported clients in industries such as Medical Insurance, Healthcare, and General Insurance is an advantage.

  • At least 2 years in College, any course or Senior High School graduate or its equivalent.

  • Legal age of employment: at least 18 years to 40 years old.

Minimum 1 year call center experience; inbound/outbound sales experience required; at least 2 years college or senior high school graduate; strong English; stable internet with 25mbps postpaid; age 18-40; Salesforce experience a plus.

Key Responsibilities

  • conducting intake interviews
  • completing application forms
  • securing client approvals

Skills & Tools

Google Docs, Microsoft Office, Salesforce

Job Details

  • Category: Customer Service
  • Seniority: Entry Level
  • Commitment: Full Time
  • Workplace: Remote — Philippines
  • Languages: English

About Full Potential Solutions

A performance-based, analytically driven omnichannel solutions organization that puts culture and employees first. — Industry: Consulting Services

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