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.
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.

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).
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.

Social Security Intake Support Specialist

Key skills