V104- Legal Intake Specialist
About The Position
Join Job Duck as an Intake Specialist and serve as a welcoming first point of contact for individuals seeking guidance with Social Security Disability benefits. In this role, you will gather accurate medical, employment, and personal information, evaluate potential eligibility for SSDI and SSI benefits, and help prospective clients understand the application and appeals process. Your work will contribute to an organized onboarding experience while ensuring every interaction is handled with empathy, discretion, and professionalism. This opportunity is ideal for a detail-oriented and dependable professional who communicates clearly, listens carefully, and remains composed when handling sensitive situations. You will collaborate with clients, attorneys, and internal staff to support prospective clients throughout the intake process.
Requirements
- High school diploma or equivalent required
- Proficiency with computers, data entry, and CRM or case management systems required
- Ability to manage high call volumes and sensitive situations professionally
Nice To Haves
- Bachelor’s degree preferred but not required
- Previous experience in a law firm, client intake, or call center preferred
- Knowledge of Social Security Disability, including SSDI and SSI, is preferred but not required
Responsibilities
- Support administrative tasks associated with client and case onboarding
- Maintain confidentiality and comply with HIPAA requirements and firm policies
- Communicate professionally with clients, attorneys, and internal staff
- Schedule consultations and follow up with prospective clients as needed
- Screen potential cases for eligibility under Social Security Disability guidelines
- Conduct detailed intake interviews to collect medical, employment, and personal history
- Explain the disability application and appeals process clearly and compassionately
- Enter, update, and maintain accurate client information in the case management system
- Answer incoming calls and respond to online inquiries from prospective clients
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
