V104C - Social Security Intake Support Specialist II

Job Duck; United States; Remote; USD 13,000 - 14,000; Full time

Job summary

Job Duck, LLC is seeking an Intake Support Specialist to assist the Social Security team by managing medical records, coordinating appeal documentation, and maintaining proactive client communication throughout intake and follow-up processes.

The role emphasizes structured workflows, accountability, and professional, empathetic client interactions, with remote work from the United States. Requires 1 year of client-facing experience and strong English skills (bilingual in Spanish is a plus).

Qualifications

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

Responsibilities

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

Organizational skills

Communication skills

Multitasking

Client communication

Collaboration with attorneys/teams

Confidentiality

Microsoft Office & DM systems

Tools

Microsoft Office Suite

Case management systems

Electronic file storage

Email and calendar systems

Job description

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 include, but are not limited to:

• 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

Additional Job Description:

• Office Hours: 8:30 AM to 5:30 PM EST
• Location: Remote

Experience Requirement

• 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 Shift

8:30 AM - 5:30 PM [EST][EDT] (United States of America)

Languages

• English
• Spanish