Intake Specialist

Pond Lehocky Giordano Inc.; Philadelphia (Philadelphia County); À distance; USD 30 000 - 34 000; Plein temps

Résumé du poste

Pond Lehocky Giordano is growing its Social Security Disability practice and is seeking a Social Security Disability Intake Specialist to join our team. In this fully remote role in EST, you’ll be the first point of contact for current workers’ compensation clients who may also qualify for SSD benefits.

You will speak with clients, gather information, explain the SSD process, complete intake questionnaires, and coordinate with attorneys to transition qualified cases, while maintaining a high

Qualifications

• Strong phone presence with a warm, patient, and professional communication style.
• Excellent listening and interpersonal skills.
• Strong attention to detail and organizational skills.
• Ability to work effectively in a high-volume call environment.

Responsabilités

• Contact current workers’ compensation clients to explain Social Security Disability benefits and screen for potential eligibility
• Conduct detailed intake interviews covering employment history, medical conditions, treatment, and daily limitations
• Clearly explain the SSD process, what clients can expect, and their next steps
• Complete intake questionnaires and obtain electronically signed documents
• Enter accurate and thorough client information and notes into internal systems
• Coordinate with attorneys and case teams to transition qualified cases
• Follow up consistently with clients who are difficult to reach
• Maintain a professional, compassionate, and positive client experience throughout the intake process
• Meet daily call, activity, and performance expectations

Connaissances

Phone presence

Listening skills

Interpersonal skills

Attention to detail

Organizational skills

Independent work

Outils

Case management software

Microsoft Office

Description du poste

Social Security Disability Intake Specialist — EST

Location: Remote

Schedule: Monday–Friday, 9:00 AM–5:00 PM EST

Compensation: $22–$25/hour

About the Role:

Pond Lehocky Giordano is growing its Social Security Disability practice and is seeking a Social Security Disability Intake Specialist to join our team. In this role, you’ll be the first point of contact for current workers’ compensation clients who may also qualify for Social Security Disability benefits.

You’ll speak directly with clients, explain the SSD process, gather important information, and determine whether they may be eligible to move forward with our team. This is a highly client-facing role where empathy, communication, and attention to detail are essential.

What You’ll Do

• Contact current workers’ compensation clients to explain Social Security Disability benefits and screen for potential eligibility
• Conduct detailed intake interviews covering employment history, medical conditions, treatment, and daily limitations
• Clearly explain the SSD process, what clients can expect, and their next steps
• Complete intake questionnaires and obtain electronically signed documents
• Enter accurate and thorough client information and notes into internal systems
• Coordinate with attorneys and case teams to transition qualified cases
• Follow up consistently with clients who are difficult to reach
• Maintain a professional, compassionate, and positive client experience throughout the intake process
• Meet daily call, activity, and performance expectations

What You Bring

• Strong phone presence with a warm, patient, and professional communication style
• Excellent listening and interpersonal skills
• Strong attention to detail and organizational skills
• Ability to work effectively in a high-volume call environment
• Reliable follow-through and strong documentation skills
• Comfortable learning and using case management software and Microsoft Office
• Ability to work independently in a fully remote environment
• Must be located in the United States

Nice to Have

• Experience in a law firm, legal intake, call center, or client services environment
• Familiarity with Social Security Disability/SSDI/SSI