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SSDI Case Manager

Advocate

Role overview

Qualifications

  • Minimum of one year of SSDI/SSI case management experience
  • Strong organizational and time-management skills
  • Thorough knowledge of Social Security’s disability process
  • Familiarity with Salesforce or a similar CRM

Responsibilities

  • Conduct Welcome Calls, file appeals, and manage claims
  • Offer an empathetic, best-in-class experience for claimants
  • Proactively communicate with claimants on case progress
  • Collaborate with SSA/DDS to resolve case-related issues

Key facts

Hard skills

Disability Claims User Feedback

Other skills

  • Organizational Skills
  • Time Management
  • Detail Oriented
  • Empathy
  • Problem Solving
  • Communication

About the company

Advocate logo

Advocate

Individual & Family Services

We are your Advocate, and we’re changing the way Americans get help when they’re too sick or injured to work – one person at a time.

Company details

IndustryIndividual & Family Services
Company size2 - 10

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Job description

Overview
At Advocate, our mission is to empower Americans to obtain the government support they've earned. Advocate aims to reduce long wait times and bureaucratic obstacles of the current government benefits application process by developing a unified intake system for the Social Security Administration, utilizing cutting-edge technologies such as artificial intelligence and machine learning, crossed with the knowledge and experience of our small team of EDPNA’s and case managers. 

We are seeking a highly organized and dedicated Case Manager to join Advocate and oversee the progress of disability cases at the Initial Application (IA) and Reconsideration (Recon) levels. You will manage a large caseload and work directly with claimants, ensuring they receive regular updates and assistance throughout the process. Your role will include analyzing medical records, filing recon appeals, and collaborating with SSA/DDS to resolve case-related issues. If you have strong time-management skills and thrive in a fast-paced, client-focused environment, this position will allow you to make a meaningful impact on the lives of claimants.

Job Responsibilities
  • Conduct Welcome Calls, file appeals, take action on claims needing attention, respond to Claimant calls, SMS, and emails, and other claim management work streams
  • Offer an empathetic, best-in-class experience for our claimants
  • Proactively communicate with claimants, ensuring they are informed of the progress of their cases.
  • Collaborate with SSA/DDS to resolve case-related issues and keep the case on track.
  • Use our technology to support claimants through the application and adjudication process
  • Help improve our technology and operations, providing feedback to strengthen our ability to help claimants
  • Proactively identify challenges and offer solutions.

    • Qualifications
  • Minimum of one year of SSDI/SSI case management experience is required.
  • Strong organizational and time-management skills to handle a large caseload.
  • Thorough knowledge of Social Security’s disability process and familiarity with DDS/SSA forms.
  • Ability to work in a fast-paced environment while maintaining attention to detail and task completion.
  • Preference for a small start-up environment with high ownership and high responsibility.
  • Desire to transform the disability application and adjudication process.
  • Ability to quickly pivot, change process, and adopt new ways of doing things.
  • Familiarity with Salesforce or a similar CRM
    • This is a remote position and Advocate is currently a fully remote team. Advocate is an equal opportunity employer and values diversity in the workplace. We are assembling a well-rounded team of people passionate about helping others and building a great company for the long term.

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    MR

    Marcus Rivera

    Chief Revenue Officer

    m.rivera@company.com
    linkedin.com/in/marcusrivera
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