Intake Specialist (Bilingual, Spanish-Speaking)

Mindset; United States; Remote; USD 42,000 - 56,000; Full time

Benefits offered by this job

Remote first policy

Advancement opportunities

Autonomy with responsibility

Collaborative team culture

Job summary

Mindset Care, Inc. is seeking an Intake Specialist to assess client needs and determine eligibility for SSDI/SSI support. You will collect confidential information, explain available services, and coordinate with the team to ensure smooth service delivery.

The role requires bilingual English/Spanish communication, strong organizational skills, and the ability to thrive in a remote, fast-paced environment. A high school diploma is required, with remote-friendly scheduling and growth opportunities

Qualifications

• Proven experience as an intake specialist or in a similar role.
• Excellent verbal and written communication in English and Spanish.
• Ability to manage a fast-paced work environment.
• Strong interpersonal skills and a friendly demeanor.
• Proficiency in Google Workspace.
• Ability to multitask and prioritize tasks effectively.
• Reliable internet connection for remote work.

Responsibilities

• Conduct initial assessments of clients to determine needs and eligibility.
• Collect and document client information accurately and confidentially.
• Communicate effectively with clients to explain services, answer questions, and provide support.
• Coordinate with team members to ensure seamless service delivery.
• Maintain accurate records of client interactions and services provided.
• Participate in team meetings and training as required.

Skills

Bilingual EN/ES

Google Workspace

Communication skills

Multitasking

Remote work readiness

Education

High school diploma

Tools

Google Workspace

Job description

About Mindset Care, Inc.

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.

Job Responsibilities:

• Conduct initial assessments of clients to determine their needs and eligibility for services.
• Collect and document client information accurately and confidentially.
• Communicate effectively with clients to explain services, answer questions, and provide support.
• Coordinate with other team members to ensure seamless service delivery.
• Maintain accurate records and documentation of client interactions and services provided.
• Participate in team meetings and training as required.

Requirements:

• Proven experience as an intake specialist or in a similar role.
• Excellent verbal and written communication skills in both English and Spanish
• Ability to manage a fast-paced work environment.
• Strong interpersonal skills and a friendly, approachable demeanor.
• Proficiency in Google Workspace.
• Ability to multitask and prioritize tasks effectively.
• Reliable internet connection for remote work.
• High school diploma or equivalent.

Preferred Qualifications:

• Experience working in a remote or virtual office environment.
• Knowledge of virtual phone systems and online scheduling software.

Schedule:

• 8 hours per day, 5 days a week
• Must be willing to work 11:00 AM - 8:00 PM EST

Benefits:

• Remote first policy
• Large responsibility from the start
• The ability to ascend within the company
• A team of creative, transparent entrepreneurs driven to accomplish our mission