V104- Social Security Intake Support Specialist II

Job Duck

10d•$1,150 - $1,220•Remote

About The Position

The Intake Support Specialist supports the Social Security team by helping cases move forward accurately and efficiently while providing consistent client care. The role centers on managing medical records, coordinating appeal documentation, and communicating proactively with clients during intake and follow-up. The position suits someone who is detail-oriented, can manage multiple priorities, and communicates with professionalism and empathy. Organized follow-up and accurate documentation contribute to case outcomes and the client experience.

Requirements

At least 1 year of experience in a client-facing role, such as customer service or sales.
Advanced or native-level English skills, both written and spoken.
Strong organizational skills and 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.

Responsibilities

Answer incoming calls and respond to client emails as needed.
Download and organize electronic files in the case management system.
Prepare appeal paperwork and verify its accuracy and completeness before submission.
Track and save appeal-related documentation.
Prepare and send cost reminder letters about 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 required documents.
Send hearing reminders by text or phone to help clients prepare.
Follow up on appeal forms, including DIB and SSA 827 authorizations.
Track and document follow-up efforts related to costs and required documentation.
Send intake packets and communicate expectations for timely completion.
Maintain communication with clients about 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 in the system.