V104- Social Security Intake Support Specialist II

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 back the Social Security team with handling medical records, coordinating appeal documentation, and maintaining proactive client communication throughout intake and follow-up. The role rewards detail-oriented colleagues who value professional client care and structured workflows.

Remote position with EST business hours (8:30 AM–5:30 PM) and Spanish language capability is a plus.

Qualifications

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

Responsibilities

• Follow up on intake packets to confirm completion and return of all required documents.
• 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

Client-facing experience

English proficiency

Strong organizational skills

Attention to detail

Communication skills

Time management

Tools

Microsoft Office Suite

Case management systems

Document storage tools

Email & calendar systems

Job description

For ambitious, culturally diverse, curious minds seeking booming careers, Job Duck unlocks and nurtures your potential. We connect you with rewarding, remote job opportunities with US-based employers who recognize and appreciate your skills, allowing you to not just survive but thrive. As a lifestyle company, we ensure that everybody working here has a fantastic time, which is why we've earned the Great Place to Work Certification every year since 2022!

Job Description

The Intake Support Specialist plays a vital role in supporting the Social Security team by ensuring cases move forward accurately, efficiently, and with consistent client care. This role focuses on managing medical records, coordinating appeal documentation, and maintaining proactive communication with clients throughout the intake and follow-up process. The ideal candidate thrives in a detail-driven environment, balances multiple priorities with ease, and approaches client interactions with professionalism and empathy. Through organized follow-up and precise documentation, this position directly contributes to strong case outcomes and a positive client experience. Candidates who enjoy structured workflows, accountability, and meaningful administrative support work will find this role highly rewarding.

Monthly Compensation Range: $1,150 USD to 1,220 USD.

Responsibilities

• Follow up on intake packets to confirm completion and return of all required docu
• 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

Requirements

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

Software and Tools

• Microsoft Office Suite
• Case and document management systems
• Electronic file storage and organization tools
• Email and calendar systems

Required Skills

• Strong organizational skills with high attention to detail
• Excellent verbal and written communication skills
• Ability to manage multiple tasks and deadlines efficiently
• Professional and empathetic client communication style
• Ability to collaborate with attorneys and internal team members
• Commitment to confidentiality and discretion with sensitive information
• Proficiency with Microsoft Office and document management systems

Work Hours and Options

• Office Hours: 8:30 AM to 5:30 PM EST
• Location: Remote
• Work Shift: 8:30 AM - 5:30 PM [EST][EDT] (United States of America)
• Languages: English, Spanish