Intake Representative
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AI Summary
Manage inbound and outbound intake calls to qualify disabled veterans and verify their eligibility for VA disability compensation. Educate veterans on available resources and maintain accurate records within the CRM system.
ForTheVeteran is a medical consulting company who partners with veterans to navigate the
confusing and challenging VA disability compensation process. We believe that it should be easy
for veterans to receive the benefits that they have already sacrificed to earn. Our in-house
medical team are experts in the VA claims process, so they can help veterans identify and
prepare the claims most valuable to their unique medical conditions.
Core Values: ForTheVeteran’s core values that we expect all of our team members to embody
are:
• Be a lifelong learner
• Commitment to the Veteran’s best interest
• Solve tomorrow’s problems today
• Build mutual trust
• Go the extra mile
• No one is just a number
• Attitude is everything
Summary: Are you a motivated, driven individual looking for an opportunity to truly make a
difference? If you have a must-win mentality and are willing to go the extra mile, this role is
for you. As an Sales Representative, you'll handle inbound and outbound calls, process new
leads, and qualify them based on specific criteria. Passion and eagerness to learn are
essential!
Essential Duties and Responsibilities: Include, but are not limited to:
• Manage outbound and inbound intake calls with disabled veterans, ensuring accurate eligibility verification, collection of required documentation, and scheduling appointments across multiple time zones.
• Educate veterans on ForTheVeteran’s mission, available resources, and how we can support them in successfully filing their disability claim through the VA.
• Provide compassionate and empathetic support to veterans, addressing questions or concerns about the claims process.
• Collaborate with our team of experts to ensure veterans receive comprehensive and personalized assistance tailored to their unique needs.
• Maintain accurate and up-to-date records of all interactions in our CRM system.
• Stay informed about changes to VA regulations and policies that may impact veterans’ eligibility for benefits and communicate updates as needed.
• Consistently meet performance standards by generating 15 qualified leads weekly while managing a high volume of inbound and outbound calls.
• Previous experience in sales, customer service, or a related field, with a proven track record of meeting or exceeding targets, including handling high-volume inbound and outbound calls.
• Exceptional written and verbal communication skills, with the ability to effectively engage and build rapport with veterans over the phone and through clear, professional correspondence.
• Strong organizational skills and attention to detail, with the ability to multitask and prioritize tasks in a fast-paced environment.
• Self-motivated and results-driven, with the ability to work independently while collaborating effectively within a team environment.
• Comfortable working in a fully remote environment, with access to reliable internet and a quiet, designated workspace.
• Knowledge of VA benefits and the claims process is preferred but not required.
• Ability to successfully pass a criminal background check.
• Competitive Pay: $16-20 / hour based on experience.
• Paid Time Off (PTO): Generous PTO after 90 days to help you maintain balance.
• Health Insurance: Benefits available immediately.
• Growth Opportunities: Opportunities for advancement and skill development.
confusing and challenging VA disability compensation process. We believe that it should be easy
for veterans to receive the benefits that they have already sacrificed to earn. Our in-house
medical team are experts in the VA claims process, so they can help veterans identify and
prepare the claims most valuable to their unique medical conditions.
Core Values: ForTheVeteran’s core values that we expect all of our team members to embody
are:
• Be a lifelong learner
• Commitment to the Veteran’s best interest
• Solve tomorrow’s problems today
• Build mutual trust
• Go the extra mile
• No one is just a number
• Attitude is everything
Summary: Are you a motivated, driven individual looking for an opportunity to truly make a
difference? If you have a must-win mentality and are willing to go the extra mile, this role is
for you. As an Sales Representative, you'll handle inbound and outbound calls, process new
leads, and qualify them based on specific criteria. Passion and eagerness to learn are
essential!
Essential Duties and Responsibilities: Include, but are not limited to:
• Manage outbound and inbound intake calls with disabled veterans, ensuring accurate eligibility verification, collection of required documentation, and scheduling appointments across multiple time zones.
• Educate veterans on ForTheVeteran’s mission, available resources, and how we can support them in successfully filing their disability claim through the VA.
• Provide compassionate and empathetic support to veterans, addressing questions or concerns about the claims process.
• Collaborate with our team of experts to ensure veterans receive comprehensive and personalized assistance tailored to their unique needs.
• Maintain accurate and up-to-date records of all interactions in our CRM system.
• Stay informed about changes to VA regulations and policies that may impact veterans’ eligibility for benefits and communicate updates as needed.
• Consistently meet performance standards by generating 15 qualified leads weekly while managing a high volume of inbound and outbound calls.
Requirements
• Genuine passion for helping disabled veterans, paired with empathy and a commitment to making a positive impact in their lives.• Previous experience in sales, customer service, or a related field, with a proven track record of meeting or exceeding targets, including handling high-volume inbound and outbound calls.
• Exceptional written and verbal communication skills, with the ability to effectively engage and build rapport with veterans over the phone and through clear, professional correspondence.
• Strong organizational skills and attention to detail, with the ability to multitask and prioritize tasks in a fast-paced environment.
• Self-motivated and results-driven, with the ability to work independently while collaborating effectively within a team environment.
• Comfortable working in a fully remote environment, with access to reliable internet and a quiet, designated workspace.
• Knowledge of VA benefits and the claims process is preferred but not required.
• Ability to successfully pass a criminal background check.
Benefits
Fully Remote Work: Enjoy the flexibility and balance of remote work• Competitive Pay: $16-20 / hour based on experience.
• Paid Time Off (PTO): Generous PTO after 90 days to help you maintain balance.
• Health Insurance: Benefits available immediately.
• Growth Opportunities: Opportunities for advancement and skill development.
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