Remote Intake Specialist — Social Security Cases

Job Duck, LLC; United States; Remote; USD 13,000 - 14,000; Full time

Job summary

Job Duck, LLC is seeking an Intake Support Specialist to assist the Social Security team by managing medical records, coordinating appeal documentation, and maintaining proactive client communication throughout intake and follow-up processes.

The role emphasizes structured workflows, accountability, and professional, empathetic client interactions, with remote work from the United States. Requires 1 year of client-facing experience and strong English skills (bilingual in Spanish is a plus).

Qualifications

• Minimum of 1 year of experience in a client-facing role (customer service or sales).
• Advanced/native-level English skills (written and spoken).

Responsibilities

• Follow up on intake packets to confirm completion and return of all required documentation.
• Follow up on outstanding medical records to ensure timely receipt and proper documentation.
• Support attorneys and supervisors with additional tasks and projects as assigned.
• Upload scan and categorize documents correctly.
• Prepare and send cost reminder letters regarding outstanding balances or payments.
• Track and properly save all appeal related documentation.
• Prepare appeal paperwork ensuring accuracy and completeness prior to submission.
• Download and organize electronic files into the case management system.
• Answer incoming calls and respond to client emails as needed.
• Open and organize case files within the system.
• Review returned packets for completeness and accuracy.
• Document all client interactions in the case management system.
• Maintain ongoing communication with clients regarding missing information and next steps.
• Send intake packets and communicate expectations for timely completion.
• Track and document all follow up efforts related to costs and required documentation.
• Follow up on appeal forms including DIB and SSA 827 authorizations.
• Conduct hearing reminders via text message or phone call to support client preparedness

Skills

Organizational skills

Communication skills

Multitasking

Client communication

Collaboration with attorneys/teams

Confidentiality

Microsoft Office & DM systems

Tools

Microsoft Office Suite

Case management systems

Electronic file storage

Email and calendar systems

Job description

Job Duck, LLC is seeking an Intake Support Specialist to assist the Social Security team by managing medical records, coordinating appeal documentation, and maintaining proactive client communication throughout intake and follow-up processes.

The role emphasizes structured workflows, accountability, and professional, empathetic client interactions, with remote work from the United States. Requires 1 year of client-facing experience and strong English skills (bilingual in Spanish is a plus).