V104- Social Security Intake Support Specialist II

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Job Description:

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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