Remote SSD/SSI Eligibility Specialist

Mindset Care Inc.; United States; Remote; USD 25,000 - 34,000; Full time

Job summary

Mindset Care Inc. is seeking an empathetic SSD Eligibility Specialist to conduct structured phone assessments, gather medical and employment information, and guide clients through the SSD intake and SSI/SSDI process. You will maintain detailed, confidential records in a fast-paced remote environment.

The role is remote with a reliable home setup, and Mindset provides a MacBook and peripherals. Schedule is 8 hours daily, 5 days weekly, with overtime as needed; strong client service and SSD/SSI

Qualifications

• Experience in intake, phone-based customer service, or related roles.
• Direct SSD/SSI intake and eligibility screening experience.
• Excellent verbal and written communication.
• Strong attention to detail and accurate documentation.
• Empathy and sound judgment for sensitive information.
• Ability to multitask and prioritize in a fast-paced environment.
• Comfort working remotely with reliable internet.

Responsibilities

• Conduct structured telephone intake and eligibility assessments.
• Collect, verify, and document sensitive client information.
• Explain Mindset's services and next steps clearly.
• Support distressed clients through the SSI/SSDI process.
• Manage inbound/outbound calls and follow-up tasks efficiently.
• Maintain accurate client records in case management systems.
• Coordinate with internal teams for smooth handoffs.
• Follow privacy, security, and documentation requirements.
• Participate in coaching, training, and performance reviews.
• Apply critical thinking to assess conditions and follow up as needed.
• All other duties as assigned by leadership.

Skills

Intake experience

Phone-based support

SSD/SSI familiarity

Empathy & communication

Documentation accuracy

Education

High school diploma or equivalent

Job description

Mindset Care Inc. is seeking an empathetic SSD Eligibility Specialist to conduct structured phone assessments, gather medical and employment information, and guide clients through the SSD intake and SSI/SSDI process. You will maintain detailed, confidential records in a fast-paced remote environment.

The role is remote with a reliable home setup, and Mindset provides a MacBook and peripherals. Schedule is 8 hours daily, 5 days weekly, with overtime as needed; strong client service and SSD/SSI