V104- Social Security Intake Support Specialist II
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Skills
About the role
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Job Description:
The Intake Support Specialist plays a vital role in supporting the Social Security team by ensuring cases move forward accurately, efficiently, and with consistent client care. This role focuses on managing medical records, coordinating appeal documentation, and maintaining proactive communication with clients throughout the intake and follow-up process. The ideal candidate thrives in a detail-driven environment, balances multiple priorities with ease, and approaches client interactions with professionalism and empathy. Through organized follow-up and precise documentation, this position directly contributes to strong case outcomes and a positive client experience. Candidates who enjoy structured workflows, accountability, and meaningful administrative support work will find this role highly rewarding.
• Monthly Compensation Range: $1,150 USD to 1,220 USD.
Responsibilities include, but are not limited to:
Answer incoming calls and respond to client emails as needed
Download and organize electronic files into the case management system
Prepare appeal paperwork ensuring accuracy and completeness prior to submission
Track and properly save all appeal related documentation
Prepare and send cost reminder letters regarding outstanding balances or payments
Upload scan and categorize documents correctly
Support attorneys and supervisors with additional tasks and projects as assigned
Follow up on outstanding medical records to ensure timely receipt and proper documentation
Follow up on intake packets to confirm completion and return of all required docu
Conduct hearing reminders via text message or phone call to support client preparedness
Follow up on appeal forms including DIB and SSA 827 authorizations
Track and document all follow up efforts related to costs and required documentation
Send intake packets and communicate expectations for timely completion
Maintain ongoing communication with clients regarding missing information and next steps
Document all client interactions in the case management system
Review returned packets for completeness and accuracy
Open and organize case files within the system
Requirements:
Additional Job Description:
• Office Hours: 8:30 AM to 5:30 PM EST
• Location: Remote
Experience Requirement:
• Minimum of 1 year of experience in a client-facing role, such as customer service or sales.
• Advanced/native-level English skills (both written and spoken)
Software and Tools:
• Microsoft Office Suite
• Case and document management systems
• Electronic file storage and organization tools
• Email and calendar systems
Required Skills:
• Strong organizational skills with high attention to detail
• Excellent verbal and written communication skills
• Ability to manage multiple tasks and deadlines efficiently
• Professional and empathetic client communication style
• Ability to collaborate with attorneys and internal team members
• Commitment to confidentiality and discretion with sensitive information
• Proficiency with Microsoft Office and document management systems
Work Shift:
8:30 AM - 5:30 PM [EST][EDT] (United States of America)Languages:
English, SpanishReady to dive in? Apply now and make sure to follow all the instructions!
Our application process involves multiple stages, and submitting your application is just the first step. Every candidate must successfully pass each stage to move forward in the process.
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