Intake Specialist

Mindset; United States; Remote; USD 42,000 - 60,000; Full time

Job summary

Mindset is seeking an intake professional to conduct structured phone assessments and gather essential medical, employment, and service information. You will document sensitive data accurately and explain the SSI/SSDI process in a compassionate, clear manner.

In this role, you will support distressed clients, manage high volumes of calls, and coordinate with case management to ensure smooth handoffs. A remote-friendly environment requires reliable internet and strong communication skills.

Qualifications

• Experience in intake, phone-based customer service, healthcare, or public benefits.
• Excellent verbal and written communication skills.
• Strong attention to detail and accurate documentation skills.
• Empathy, professionalism, and sound judgment regarding sensitive information.
• Ability to organize follow-up work and multitask in a fast-paced environment.
• Strong analytical and critical-thinking skills.
• Proficiency with Google Workspace.
• Reliable internet connection for remote work.
• High school diploma or equivalent.

Responsibilities

• Conduct structured telephone intake assessments to understand medical, employment, and service needs.
• Collect, verify, and document sensitive client information accurately and confidentially.
• Explain Mindset's services and next steps in clear, compassionate language.
• Support clients who may be distressed or unfamiliar with the SSI/SSDI process.
• Manage inbound and outbound calls, follow-up tasks, and multiple priorities.
• Maintain accurate client records in case management or CRM systems.
• Coordinate with case management and internal teams for smooth client handoff.
• Apply critical thinking to analyze intake information and assess the severity of claimant conditions.

Skills

Verbal communication

Written communication

Attention to detail

Empathy

Multitasking

Analytical thinking

Education

High school diploma or equivalent

Tools

Google Workspace

CRM systems

EHR

Virtual phone systems

Job description

About the Company

Mindset was founded to create a better experience for those with a mental illness and their caregivers in applying for Social Security Disability benefits. Our team of Social Security Disability lawyers and representatives has helped thousands of individuals through the arduous process of obtaining Social Security Disability Insurance (SSDI) and/or Supplemental Security income (SSI) through the Social Security Administration.

Responsibilities

• Conduct structured telephone intake assessments to understand medical, employment, and service needs
• Collect, verify, and document sensitive client information accurately and confidentially
• Explain Mindset's services and next steps in clear, compassionate language
• Support clients who may be distressed or unfamiliar with the SSI/SSDI process
• Manage inbound and outbound calls, follow-up tasks, and multiple priorities
• Maintain accurate client records in case management or CRM systems
• Coordinate with case management and internal teams for smooth client handoff
• Apply critical thinking to analyze intake information and assess the severity of claimant conditions

Requirements

• Experience in intake, phone-based customer service, healthcare, or public benefits
• Excellent verbal and written communication skills
• Strong attention to detail and accurate documentation skills
• Empathy, professionalism, and sound judgment regarding sensitive information
• Ability to organize follow-up work and multitask in a fast-paced environment
• Strong analytical and critical-thinking skills
• Proficiency with Google Workspace
• Reliable internet connection for remote work
• High school diploma or equivalent

Preferred Qualifications

• Direct experience supporting Social Security Disability (SSD) claims (SSI/SSDI)
• Experience in healthcare, behavioral health, or medical records
• Experience with case management, client advocacy, or benefits navigation
• Experience managing high volumes of inbound and outbound calls
• Experience using CRM, EHR, or virtual phone systems
• Spanish-language proficiency