V104- 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:

Languages:

Ready to dive in? Apply now and make sure to follow all the instructions! 

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