Remote SSDI/SSI Intake Specialist

Mindset Care, Inc.; New York (NY); Remote; USD 25.000 - 34.000; Vollzeit

Benefits dieser Stelle

Remote-first policy

Growth opportunities

Transparent team

Equipment provided

Zusammenfassung

Mindset Care, Inc. is seeking an empathetic Intake Specialist to be the trusted first contact for prospective clients seeking SSDI/SSI benefits. The role conducts structured phone assessments, gathers sensitive medical and employment information, and maintains complete records.

This remote position provides equipment and requires reliable internet, with flexible hours and growth opportunities. The role emphasizes clear, compassionate communication, attention to detail, and ability to work

Qualifikationen

• Experience in intake, phone-based customer service, or similar roles.
• Excellent verbal and written communication skills.
• Strong attention to detail with accurate documentation.
• Empathy, professionalism, and sound judgment for sensitive information.
• Ability to multitask and prioritize in a fast-paced, remote environment.

Aufgaben

• Conduct structured telephone intake assessments to understand medical and service needs.
• Collect, verify, and document sensitive client information confidentially.
• Explain Mindset’s services and next steps clearly.
• Support distressed or unfamiliar clients in SSI/SSDI processes.
• Manage inbound/outbound calls and follow-up tasks while meeting quality goals.
• Maintain accurate client records in case management or CRM.

Kenntnisse

Intake experience

Verbal communication

Written communication

Attention to detail

Empathy

Organization

Analytical thinking

Remote work

Google Workspace

Reliable internet

Ausbildung

High school diploma or equivalent

Tools

Google Workspace

Jobbeschreibung

Mindset Care, Inc. is seeking an empathetic Intake Specialist to be the trusted first contact for prospective clients seeking SSDI/SSI benefits. The role conducts structured phone assessments, gathers sensitive medical and employment information, and maintains complete records.

This remote position provides equipment and requires reliable internet, with flexible hours and growth opportunities. The role emphasizes clear, compassionate communication, attention to detail, and ability to work