Social Security Intake Support Specialist II

This is a fully remote position, open to applicants in Honduras, +6 more countries.

📋 Description

• Respond to incoming calls and handle client emails as required.

• Download and systematically organize electronic files within the case management system.

• Prepare appeal documentation, ensuring it is accurate and complete prior to submission.

• Track and appropriately save all documentation related to appeals.

• Draft and dispatch cost reminder letters concerning outstanding balances or payments.

• Upload, scan, and categorize documents accurately.

• Assist attorneys and supervisors with additional tasks and projects as assigned.

• Follow up on outstanding medical records to ensure timely receipt and accurate documentation.

• Verify completion and return of all required documents in intake packets.

• Send hearing reminders via text or phone call to support client preparedness.

• Follow up on appeal forms, including DIB and SSA 827 authorizations.

• Track and document all follow-up efforts related to costs and required documentation.

• Distribute intake packets and communicate expectations for timely completion.

• Maintain continuous communication with clients regarding missing information and next steps.

• Record all client interactions in the case management system.

• Review returned packets for completeness and accuracy.

• Open and organize case files within the system.

⛳️ Requirements

• At least 1 year of experience in a client-facing position, such as customer service or sales.

• Advanced/native-level English proficiency (both written and spoken).

• Proficiency in Microsoft Office Suite.

• Experience with case and document management systems.

• Knowledge of electronic file storage and organizational tools.

• Familiarity with email and calendar systems.

• Strong organizational abilities with a keen attention to detail.

• Excellent verbal and written communication skills.

• Capability to manage multiple tasks and deadlines efficiently.

• Professional and empathetic communication style with clients.

• Ability to collaborate effectively with attorneys and internal team members.

• Commitment to maintaining confidentiality and discretion with sensitive information.

• Proficiency in Microsoft Office and document management systems.

• Bilingual in English and Spanish.

🏝️ Benefits

• Opportunity for remote work.

• Environment certified as a Great Place to Work.

• Remote job opportunities with US-based employers.