Remote Intake & Onboarding Specialist (Social Security)

Human Insights Consulting, LLC; United States; Remote; USD 28,000 - 41,000; Full time

Job summary

Confidential Employer / Law Firm is seeking an Intake & Onboarding Specialist to join its remote team. This role serves as the first point of contact for prospective clients, conducts intake, educates on the Social Security disability process, and ensures a smooth transition to case management.

The ideal candidate communicates with empathy, stays organized in a fast-paced environment, and can manage multiple priorities while maintaining client confidentiality.

Qualifications

• Excellent verbal and written communication skills.
• Strong customer service and interpersonal skills.
• Exceptional organization, attention to detail, and time management.
• Ability to handle sensitive conversations with empathy, patience, and professionalism.
• Proficiency in Microsoft Office, including Word, Excel, and PowerPoint.
• Familiarity with Adobe, Google Workspace, and virtual communication tools.
• Ability to navigate electronic case management systems, online forms, and other technology platforms.
• Ability to manage multiple client intakes while maintaining accuracy and meeting deadlines.

Responsibilities

• Serve as the primary point of contact for prospective clients seeking Social Security disability representation.
• Conduct structured intake interviews to gather medical, employment, financial, and personal background information.
• Review client information to assist in determining potential eligibility for Social Security disability benefits.
• Maintain professional, empathetic communication with individuals navigating challenging circumstances.
• Explain the Social Security disability claims process, anticipated timelines, and next steps in a clear, understandable manner.
• Answer client questions and provide timely updates throughout the intake and onboarding process.
• Prepare, distribute, and track client engagement documents.
• Follow up with clients to obtain completed forms and outstanding documentation.
• Organize and maintain accurate electronic client files.
• Ensure all required information is collected before transferring cases to the assigned case manager.
• Assist clients with completing and submitting applications for Disability Insurance Benefits (DIB), Supplemental Security Income (SSI), and Disabled Widow's Benefits.
• Review application information for completeness and accuracy.
• Guide clients through application requirements and respond to questions throughout the process.
• Accurately enter, update, and maintain client information in electronic case management systems.
• Monitor pending intakes and proactively follow up with prospective clients.
• Communicate non-engagement decisions professionally and compassionately when representation cannot be offered.
• Close unqualified intakes promptly while ensuring accurate recordkeeping.
• Coordinate with case managers to ensure a seamless transition for newly onboarded clients.
• Maintain strict confidentiality of client information.

Skills

Verbal communication

Written communication

Customer service

Organization

Empathy

Remote work

Tools

Microsoft Office

Google Workspace

Adobe

Job description

Confidential Employer / Law Firm is seeking an Intake & Onboarding Specialist to join its remote team. This role serves as the first point of contact for prospective clients, conducts intake, educates on the Social Security disability process, and ensures a smooth transition to case management.

The ideal candidate communicates with empathy, stays organized in a fast-paced environment, and can manage multiple priorities while maintaining client confidentiality.