Remote SSDI Intake Specialist - Empathetic Client Advocate

Mindset Care, Inc.; New York (NY); On-site; USD 25,000 - 34,000; Full time

Benefits offered by this job

Remote-first policy

Meaningful responsibility from the 시작

Opportunities for growth within the公司

A creative, transparent team committed

Job summary

Mindset Care, Inc. is seeking an empathetic Intake Specialist to serve as the first point of contact for prospective clients in a remote-first environment.

You will conduct structured telephone intakes, gather sensitive medical and employment information, explain the SSDI/SSI intake and application process clearly and compassionately. The ideal candidate combines direct SSD or disability-benefits experience with strong client service, sound judgment, organization, and the ability to work

Qualifications

• Demonstrated experience in intake, phone-based customer service, client support, healthcare, public benefits, case support, or a comparable role.
• Excellent verbal and written communication skills.
• Strong attention to detail and a consistent record of accurate documentation.
• Empathy, professionalism, and sound judgment when discussing sensitive medical and financial circumstances.
• Ability to organize follow-up work, multitask, and prioritize in a fast-paced environment.
• Comfort working independently and reliably in a remote environment.
• Proficiency with Google Workspace and the ability to learn new systems.

Responsibilities

• Conduct structured telephone intake assessments to understand each client’s medical, employment, and service needs.
• Collect, verify, and document sensitive client information accurately, completely, and confidentially.
• Explain Mindset’s services and next steps in clear, compassionate language.
• Support clients who may be distressed, overwhelmed, or unfamiliar with the SSI/SSDI process.
• Manage inbound and outbound calls, follow-up tasks, and multiple priorities while meeting quality and productivity expectations.
• Maintain accurate client records in case management, CRM, or related systems.
• Coordinate with case management and other internal teams to ensure a smooth client handoff.
• Follow privacy, security, and documentation requirements.
• Participate in coaching, training, quality review, and team meetings.
• Apply critical thinking to analyze intake information and assess severity and follow-up needs.

Skills

Intake experience

Verbal communication

Written communication

Attention to detail

Empathy

Remote work

Google Workspace

Education

High school diploma or equivalent

Tools

Google Workspace

Job description

Mindset Care, Inc. is seeking an empathetic Intake Specialist to serve as the first point of contact for prospective clients in a remote-first environment.

You will conduct structured telephone intakes, gather sensitive medical and employment information, explain the SSDI/SSI intake and application process clearly and compassionately. The ideal candidate combines direct SSD or disability-benefits experience with strong client service, sound judgment, organization, and the ability to work