Bilingual Intake Specialist - Spanish, SSD/SSI Support

Mindset Care Inc.; United States; Remote; USD 25,000 - 39,000; Full time

Job summary

Mindset Care, Inc. is seeking an empathetic Intake Specialist to be the trusted first contact for clients applying for SSDI/SSI.

This remote role conducts structured phone assessments, gathers sensitive medical and employment information, explains the SSDI/SSI process, and maintains accurate records. You will work independently in a fast-paced remote environment, coordinate with case teams, and ensure privacy compliance.

Qualifications

• Experience in intake, phone-based customer service, or case support.
• Clear, compassionate communication and precise documentation.
• Ability to work remotely with minimal supervision.
• Fluency in Spanish required; English proficiency as well.

Responsibilities

• Conduct structured telephone intake assessments for clients.
• Collect, verify, and document sensitive information confidentially.
• Explain SSDI/SSI processes and next steps clearly.
• Support distressed clients with empathy and professionalism.
• Manage calls, follow-ups, and competing priorities efficiently.
• Keep accurate records in case management and CRM systems.
• Coordinate with case teams for smooth handoffs and privacy compliance.
• Attend coaching, training, and team meetings; follow quality standards.
• Analyze intake information and identify necessary follow-up questions.

Skills

Bilingual Spanish

Verbal communication

Written communication

Attention to detail

Empathy

Remote work reliability

Google Workspace

Education

High school diploma or equivalent

Tools

Google Workspace

CRM

EHR

Virtual phone

Online scheduling

Job description

Mindset Care, Inc. is seeking an empathetic Intake Specialist to be the trusted first contact for clients applying for SSDI/SSI.

This remote role conducts structured phone assessments, gathers sensitive medical and employment information, explains the SSDI/SSI process, and maintains accurate records. You will work independently in a fast-paced remote environment, coordinate with case teams, and ensure privacy compliance.