V104C - Social Security Intake Support Specialist II

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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, Spanish

Ready 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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