Heard & Smith, LLP

Mailroom Coordinator Heard and Smith, LLP was founded on the principles of compassion, humility and the relentless desire to pursue financial assistance for our clients. Our law firm has been helping the disabled for over 30 years and has a proven record. Do you have a heart for those in need? We are seeking individuals with excellent customer relations, strong work ethic, and a true desire to help others. Being part of the Heard and Smith team is more than a job; each day provides you with opportunities to change someone's life! Fast-paced, and professional environment; Fulfilling, challenging, and rewarding; Great team environment; Paid Holidays, Accrued Paid Time Off; Great Medical Benefits Package; Wellness Program; Competitive Salary and 401k with Profit Sharing; $16.00+ per hour depending on experience and education Position Summary: As the Mailroom Coordinator you will be responsible for processing and coordinating the activities of the main office mail room including printing and packaging documents and all outgoing mail for the Firm. In this role you will: Collect, sort, distribute, or prepare outgoing mail, messages, or courier deliveries. File and maintain records. Print and package Firm documents. Deliver and pick up mail from other offices/providers. Transmit information or documents to customers, using computer, mail, or facsimile machine. Maintain account of postage machine. Coordinate with Mailroom equipment vendors regarding maintenance of all machines. Coordinate with all departments to ensure all mail, marketing, client packet or mail needs are being met. Coordinate with the Marketing Department to ensure inventory of marketing materials is maintained. Receive all incoming mail and packages. To be successful in this role you will need: High School Diploma Some College, technical or trade school preferred Customer service experience Experience with Office Equipment including Copiers and Printers Minimum 35 WPM typing speed Strong communication skills, both oral and written Ability to work well with others as a team Multi-tasking skills and the ability to work well under pressure Reliability and dependability The ability to maintain confidentiality at all times Valid driver's license and clean driving record Physical Requirements: Office setting, sitting or standing for prolonged periods of time, keyboarding, visual w/monitor, use of telephone, computer, copiers, printers, walking, standing, bending, stooping, and lifting 10-30 lbs. PI554864e5-

Intake Specialist (Client Service - Sales) Heard and Smith, LLP was founded on the principles of compassion, humility and the relentless desire to pursue financial assistance for our clients. Our law firm has been helping the disabled for over 30 years and has a proven record. Do you have a heart for those in need? We are seeking individuals with excellent customer relations, strong work ethic, and a true desire to help others. Being part of the Heard and Smith team is more than a job; each day provides you with opportunities to change someone's life! Fast-paced, professional environment; Fulfilling, challenging, and rewarding; Great team environment; Paid Holidays, Accrued Paid Time Off (FT only); Great Medical Benefits Package (FT only); Wellness Program (FT only); Competitive Salary $14.50-$16.50 per hour DOE 401k with Annual Employer Profit-Sharing contributions(historically 5% annual salary - employee contributions not required!) As the Intake Specialist you are the first point of contact for potential clients who are seeking Social Security Disability (SSD) and/or Social Security Income (SSI) assistance. In a call center environment, you will guide potential clients through a screening process (triage) to determine eligibility for SSD/SSI and if eligible, invite them to become a client. You will assist clients in the completion of initial applications as well as addendums and updates for submission to the Social Security Administration. In this role you will: Build the initial client relationship and confidence in our firm with every prospective client interaction Take 150 - 200 calls per day in a professional inbound/outbound call center environment Sign up 4 new cases per day to the firm Be expected to meet occupancy and adherence goals Be expected to maintain a minimum call quality score of 90% Consistently build the client relationship and confidence in our firm with every client interaction while proactively contacting clients to ensure the relationship is maintained Solve problems and maintain confidentiality Keep updated records and detailed documentation of client interactions, concerns, and complaints in a paperless database system Use good judgment to discern what issues may be urgent and need a manager's or director's attention immediately To be successful as an Intake Specialist you will need: High School Diploma; Degree preferred; or equivalent combination Call center and customer service experience Strong people skills Excellent telephone, communication, and active listening skills Ability to meet performance standards whether in office or working remotely from home Knowledge in computer technology and the Internet (MS Office, Outlook). Including the ability to learn new programs easily Minimum 40 WPM typing speed Multi-tasking skills and the ability to work well under pressure Detail oriented Excellent spelling and grammar Problem analysis and problem-solving Self-motivated, self-disciplined, able to work with little supervision Reliability and dependability Ability to work in fast paced environment Ability to work in a confidential environment always maintaining client confidentiality Has professional manner and high energy level, exhibits a positive attitude Strong organizational skills Good time management skills Accepts new ideas and challenges and is highly motivated Ability to work well with others as a team Ability to work remotely from home as needed per business needs (see remote requirements) Sales experience a plus Fluent Spanish a plus Minimum Requirements for a Remote Home Office Intake Specialist: Computer with up-to-date operating system (No Macs, Chromebooks, Tablets) Camera - internal to computer or external Fast internet connection (20MB+) Wired Ethernet cable Internet connection in your home office Land line telephone or good cell phone signal in home office Quiet, private home office with no distractions during business hours Reside in Texas PI4e8b00c9c2ef-3268

Heard and Smith, LLP was founded on the principles of compassion, humility and the relentless desire to pursue financial assistance for our clients. Our law firm has been helping the disabled for over 30 years and has a proven record. Do you have a heart for those in need? We are seeking individuals with excellent customer relations, strong work ethic, and a true desire to help others. Being part of the Heard and Smith team is more than a job; each day provides you with opportunities to change someone's life! Fast-paced, and professional environment; Fulfilling, challenging, and rewarding; Great team environment; Paid Holidays, Accrued Paid Time Off (FT only); Great Medical Benefits Package (FT only); Wellness Program (FT only); Competitive Salary with 401k and Profit Sharing! $13.50-$15.00 per hour depending on experience and education As a Client Services Representative you will have the opportunity to build lasting relationships and provide support for clients throughout the claims process. Note: this is typically an "in-office" position in San Antonio, but nearly all of our firm's staff are working from home at the moment. We do not have the ability to offer this remote position outside the state of Texas. Both Full Time and Part Time positions available. In this role you will: Consistently build the client relationship and confidence in our firm with every client interaction while proactively contacting clients to ensure the relationship is maintained Take approximately 50-75 calls per day in a professional call center environment Focus on retention of every client while providing excellent customer service Maintain a 90% or above quality score on calls Retain and recall SSA (Social Security Administration) and company policies and processes Solve problems and maintain confidentiality Keep updated records and detailed documentation of client interactions, concerns, and complaints in a paperless database system Confidently address client's concerns and complaints including those of upset clients Use good judgment to discern what issues may be urgent and need a manager's or director's attention immediately To be successful in this role you will need: High School Diploma; Degree preferred; or equivalent combination of education and experience Customer service experience Minimum 40 WPM typing speed Call center experience Ability to work remotely from home as needed per business needs (see remote requirements) Ability to meet performance standards whether in office or working remotely from home Knowledge in computer technology and the Internet (MS Word, Excel, Outlook, PowerPoint). Including the ability to learn new programs easily Multi-tasking skills and the ability to work well under pressure Self-disciplined Strong people skills Attention to detail and accuracy Excellent telephone, communication, and active listening skills Excellent spelling and grammar Reliability and dependability Ability to work in fast paced environment Ability to work in a confidential environment maintaining client confidentiality at all times Problem analysis and problem-solving Has professional manner and high energy level, exhibits a positive attitude Good time management skills Strong organizational skills Self-motivated, able to work with little supervision Accepts new ideas and challenges and is highly motivated Ability to work well with others as a team Social Security Disability Law or other disability or medical background strongly preferred, including former DDS, ODAR and SSA employees Legal Assistant, Legal Secretary, Paralegal or other legal experience preferred Fluent in Spanish Preferred Minimum Requirements for a Remote Home Office: Fast internet connection (20MB+) Wired Ethernet cable Internet connection in your home office Land line telephone or good cell phone signal in home office Quiet home office with no distractions during business hours Reside in Texas PI