Intake and Case Support Specialist

🔥 6 minutes ago

🌐 Mexico, Honduras, +5 more countries – Remote

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💵 $1.1k - $1.2k / month

⏰ Full Time

🟢 Junior

💝 Customer Support

🚫👨‍🎓 No degree required

👻 Ghost score 20%

infoinfo

🗣️🇪🇸 Spanish Required

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Logo of Job Duck

Job Duck

201 - 500 employees

💼 Consulting

📣 Marketing

⚖️ Legal

Consulting • Marketing • Legal

Job Duck is a company specializing in connecting individuals with remote job opportunities for United States-based businesses. The company offers a variety of positions including legal assistants, marketing assistants, executive assistants, and case managers. Job Duck emphasizes helping people build careers by working from home, ensuring a good work-life balance while providing support and resources for career development. The focus is on remote, full-time positions that are well-compensated and offer a range of professional opportunities.

📋 Description

• Review, request, and organize medical records for case development • Prepare and submit status requests to monitor case progress • Review Social Security files and documentation for accuracy and completeness • Answer inbound calls and conduct follow-up phone calls with clients and relevant parties • Manage client follow-ups via text messaging to ensure timely updates • Communicate with Social Security Administration representatives regarding case matters • Coordinate and follow up on medical appointments and related documentation • Maintain accurate and detailed case notes for tracking and updates • Prepare and submit records to medical providers and related institutions • Organize documentation for filings and case submissions • Receive, review, and process incoming records and documentation • Prepare and submit required Social Security forms and documentation on time • Prepare, organize, and submit records to the Social Security Administration

🎯 Requirements

• Minimum of 1 year of experience in a client-facing role, such as customer service, sales, or legal/administrative support roles • Strong ability to manage multiple client interactions and case details simultaneously • Excellent written and verbal communication skills • Ability to handle a moderate call volume daily (approximately 16–30 calls combined inbound and outbound) • High attention to detail when handling documentation and records • Ability to work independently while following established procedures • Strong interpersonal skills with the ability to communicate empathetically and professionally • Excellent organization and time management skills • Detail-oriented with strong documentation accuracy • Ability to balance compassion with productivity and task completion • Strong follow-up and case tracking abilities • Ability to manage multiple communication channels efficiently • Problem-solving mindset with the ability to adapt to changing priorities • Professional phone presence and active listening skills • Ability to work Monday to Friday, 8:00 AM to 5:00 PM EST • English and Spanish language skills • Proficiency with Neos CRM • Experience with Intermedia VoIP System • Experience with Zoom and phone systems • Proficiency with Outlook • Proficiency with Microsoft Word

🏖️ Benefits

• Remote work opportunity • Great Place to Work Certification company environment

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