Bilingual Intake Specialist - Remote SSDI/SSI Support

Mindset Care, Inc.; United States; Remote; USD 45,000 - 70,000; Full time

Benefits offered by this job

Remote-first policy

Meaningful responsibility from the day

Growth opportunities

Job summary

Mindset Care, Inc. is seeking an empathetic Intake Specialist to be the first point of contact for prospective clients in a remote setting.

You will conduct structured phone assessments, gather sensitive medical and employment information, and explain the SSDI/SSI process with clarity and compassion. The role requires excellent communication, strong organization, and the ability to work independently in a fast-paced environment, with reliable home office and a dedicated workspace.

Qualifications

• Experience in intake, phone-based customer service, client support, healthcare, public benefits, case support, or a comparable role.
• Excellent verbal and written communication skills.
• Strong attention to detail and a consistent record of accurate documentation.
• Empathy, professionalism, and sound judgment when discussing sensitive medical and financial circumstances.
• Ability to organize follow-up work, multitask, and prioritize in a fast-paced environment.
• Proficiency with Google Workspace and the ability to learn new systems.
• Reliable internet connection for remote work.
• The ability to speak Spanish fluently with clients.
• High school diploma or equivalent.

Responsibilities

• Conduct structured telephone intake assessments to understand each client’s medical, employment, and service needs.
• Collect, verify, and document sensitive client information accurately, completely, and confidentially.
• Explain Mindset's services and next steps in clear, compassionate language.
• Support clients who may be distressed, overwhelmed, or unfamiliar with the SSI/SSDI process.
• Manage inbound and outbound calls, follow-up tasks, and multiple priorities while meeting quality and productivity expectations.
• Maintain accurate client records in case management, CRM, or related systems.
• Coordinate with case management and other internal teams to ensure a smooth client handoff.
• Follow privacy, security, and documentation requirements.
• Participate in coaching, training, quality review, and team meetings.
• Apply critical thinking to analyze intake information, assess the reported severity of a claimant’s conditions and their impact on daily functioning and ability to work, and identify appropriate follow-up questions.

Skills

Empathy

Attention to detail

Verbal communication

Written communication

Bilingual Spanish

Education

High school diploma or equivalent

Tools

Google Workspace

CRM systems

Job description

Mindset Care, Inc. is seeking an empathetic Intake Specialist to be the first point of contact for prospective clients in a remote setting.

You will conduct structured phone assessments, gather sensitive medical and employment information, and explain the SSDI/SSI process with clarity and compassion. The role requires excellent communication, strong organization, and the ability to work independently in a fast-paced environment, with reliable home office and a dedicated workspace.