Client Onboarding Specialist
About The Position
At Parmele Disability Advocates, we help individuals navigate the Social Security Disability and Veterans Disability claims process during some of the most challenging periods of their lives. The first conversation a potential client has with our firm matters—and as a Client Onboarding Specialist, you'll play a critical role in making that experience welcoming, informative, and supportive. If you're someone who enjoys connecting with people, building trust quickly, and helping others feel heard and understood, this could be the perfect opportunity for you. As a Client Onboarding Specialist, you will serve as one of the first points of contact for individuals seeking assistance with Social Security Disability (SSDI) and Veterans Affairs (VA) disability claims. This role combines customer service, relationship building, and administrative support. You'll help prospective clients understand our services, gather important information, and guide them through the next steps in the intake process. The ideal candidate is empathetic, organized, and confident communicating with people from all walks of life.
Requirements
- Excellent verbal communication skills with a professional and confident phone presence.
- Ability to guide conversations, ask thoughtful questions, and build trust quickly.
- Strong interpersonal skills and a genuine desire to help others.
- Exceptional attention to detail and organizational skills.
- Strong problem-solving and critical thinking abilities.
- Proficiency with Microsoft Office applications and computer-based systems.
- Ability to manage multiple priorities in a fast-paced environment.
Nice To Haves
- Experience in customer service, client intake, call center operations, sales, healthcare, insurance, legal services, or account management.
- Experience using CRM, client management, or case management software.
- Experience working with sensitive or confidential information.
Responsibilities
- Respond to inbound phone calls and live chat inquiries with professionalism, compassion, and urgency.
- Conduct outbound follow-up calls with individuals interested in SSDI or VA disability representation.
- Build rapport quickly and create a positive first impression of the firm.
- Clearly explain our services and help prospective clients understand available options.
- Gather and accurately document client information within the firm's systems.
- Schedule consultations and coordinate next steps in the onboarding process.
- Maintain accurate records and ensure all intake documentation is complete and up to date.
- Collaborate with attorneys and internal teams to support a seamless client experience.
- Perform general administrative tasks related to client onboarding and intake.
Benefits
- Health insurance
- Paid time off
- Vision insurance
- Wellness resources
- 401(k)
- 401(k) matching
- Dental insurance
- Employee discounts
- Meaningful work that positively impacts clients and families
- A supportive, collaborative team environment
- Opportunities for growth and career advancement
- Ongoing training and professional development
- Employee recognition programs and company events
- The stability of an established and growing organization
- Medical, dental, and vision insurance with nationwide coverage
- Employer-paid life insurance
- Employee Assistance Program (EAP)
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
