V104- Intake and Case Support Specialist

Job Duck

4d•$1,150 - $1,220•Remote

About The Position

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.

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
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

Nice To Haves

Spanish language proficiency

Responsibilities

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