Role Description We are looking for a dedicated Intake Specialist who thrives in a fast-paced, client-focused environment and enjoys making a meaningful difference in people’s lives. In this role, you will serve as a key point of contact for clients, guiding them through important processes while ensuring clear, compassionate, and timely communication. You will play a vital role in managing case-related information, coordinating with external parties, and maintaining organized records that support successful outcomes. This position is ideal for someone who is naturally empathetic, detail-oriented, and capable of balancing professionalism with efficiency in high-volume interactions. If you enjoy structured workflows while still adapting to client needs, this opportunity offers both purpose and growth.

• Monthly Compensation Range: $1,150 USD to $1,220 USD.

Responsibilities include, but are not limited to:

• Manage client follow-ups via text messaging to ensure timely updates
• Answer inbound calls and conduct follow-up phone calls with clients and relevant parties
• Review Social Security files and documentation for accuracy and completeness
• Prepare and submit status requests to monitor case progress
• Review, request, and organize medical records for case development
• Prepare, organize, and submit records to the Social Security Administration
• Prepare and submit required Social Security forms and documentation on time
• Receive, review, and process incoming records and documentation
• Organize documentation for filings and case submissions
• Prepare and submit records to medical providers and related institutions
• Maintain accurate and detailed case notes for tracking and updates
• Coordinate and follow up on medical appointments and related documentation
• Communicate with Social Security Administration representatives regarding case matters

Qualifications

• Strong interpersonal skills with the ability to communicate empathetically and professionally
• Excellent organization and time management skills
• Detail-oriented with strong documentation accuracy
• Ability to balance compassion with productivity and task completion
• Strong follow-up and case tracking abilities
• Ability to manage multiple communication channels efficiently
• Problem-solving mindset with the ability to adapt to changing priorities
• Professional phone presence and active listening skills

Requirements

• Minimum of 1 year of experience in a client-facing role, such as customer service, sales, or legal/administrative support roles
• Strong ability to manage multiple client interactions and case details simultaneously
• Excellent written and verbal communication skills
• Ability to handle a moderate call volume daily (approximately 16–30 calls combined inbound and outbound)
• High attention to detail when handling documentation and records
• Ability to work independently while following established procedures

Benefits

• Timezone: EST
• Schedule: Monday to Friday, 8:00 AM to 5:00 PM EST
• Location: Remote

Software and Tools

• CRM: Neos
• VoIP System: Intermedia
• Communication: Zoom, phone systems
• Email and Calendar: Neos, Outlook
• Document Management: Microsoft Word

Work Shift

• 8:00 AM - 5:00 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. Please keep an eye on your email and WhatsApp for the next steps. A recruiter will be assigned to guide you through the application process. Be sure to check your spam folder as well.