Remote SSDI/SSI Intake Specialist

Mindset; United States; Remote; USD 42,000 - 56,000; Full time

Benefits offered by this job

Remote-first policy

Meaningful responsibility from start

Growth opportunities

Transparent team aligned to Mindset’s

Job summary

Mindset Care, Inc. is seeking an empathetic Intake Specialist to be the first point of contact for prospective clients.

You will conduct structured phone assessments, gather sensitive medical and employment information, and guide clients through the SSDI/SSI process in a remote work setting. The role requires strong communication, detail orientation, and the ability to work independently with reliable internet.

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 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.
• Strong analytical and critical-thinking skills; connect medical info to functional limitations and ask follow-ups.
• Comfort working independently in a remote environment.
• Reliable internet connection for remote work.
• High school diploma or equivalent, or relevant experience.

Responsibilities

• Conduct structured telephone intake assessments to understand clients’ medical, employment, and service needs.
• Collect, verify, and document sensitive client information accurately and confidentially.
• Explain Mindset’s services and next steps in clear, compassionate language.
• Support distressed or overwhelmed clients through the SSI/SSDI process.
• Manage inbound/outbound calls, follow-ups, and multiple priorities while meeting quality targets.
• Maintain accurate client records in case management, CRM, or related systems.
• Coordinate with case management and internal teams for smooth handoffs.
• Follow privacy, security, and documentation requirements.
• Participate in coaching, training, and performance reviews.

Skills

Phone-based service intake

Empathy

Attention to detail

Independent remote work

Google Workspace

Documentation

CRM experience

Education

High school diploma or equivalent

Tools

Google Workspace

CRM systems

Job description

Mindset Care, Inc. is seeking an empathetic Intake Specialist to be the first point of contact for prospective clients.

You will conduct structured phone assessments, gather sensitive medical and employment information, and guide clients through the SSDI/SSI process in a remote work setting. The role requires strong communication, detail orientation, and the ability to work independently with reliable internet.