Intake Specialist

Job not on LinkedIn

🕒 August 11

🇺🇸 United States – Remote

💵 $18 - $25 / hour

⏰ Full Time

🟡 Mid-level

🟠 Senior

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 41%

What it means: the chance that no one is really hiring for this job.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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MindSet

WebsiteLinkedInAll Job Openings

1 - 10 employees

Founded 2005

💼 Consulting

📚 Education

👥 HR Tech

Consulting • Education • HR Tech

MindSet is a leadership training and consulting company that focuses on improving company culture and business performance through targeted training programs, assessments, and coaching. Founded by Dr. Kim Hoogeveen, MindSet offers a robust curriculum developed over two decades and is recognized for its effectiveness in fostering lasting change in organizations. The company serves a diverse range of clients, providing insights and tools that empower leaders to create better workplaces. MindSet also promotes its BetterCulture brand, aimed at achieving outstanding workplace environments through a digital-first approach.

📋 Description

• Conduct structured telephone intake assessments covering clients’ medical, employment, and service needs • Collect, verify, and confidentially document sensitive client information • Explain Mindset’s services and next steps clearly and compassionately • Support distressed, overwhelmed, or unfamiliar clients through the SSI/SSDI process • Manage inbound and outbound calls, follow-up tasks, and multiple priorities • Maintain accurate records in case-management, CRM, or related systems • Coordinate with case management and internal teams for smooth client handoffs • Follow privacy, security, and documentation requirements • Participate in coaching, training, quality review, and team meetings • Analyze intake information, assess reported condition severity and effects on functioning and ability to work, and identify follow-up questions • Meet quality, productivity, attendance, availability, confidentiality, and performance expectations during scheduled hours

🎯 Requirements

• Demonstrated experience in intake, phone-based customer service, client support, healthcare, public benefits, case support, or a comparable role • Excellent verbal and written communication skills • Strong attention to detail and accurate documentation • Empathy, professionalism, and sound judgment when discussing sensitive medical and financial circumstances • Ability to organize follow-up work, multitask, and prioritize in a fast-paced environment • Strong analytical and critical-thinking skills • Ability to connect medical information to functional limitations, identify gaps or inconsistencies, ask follow-up questions, and explain complex processes plainly • Ability to work independently and reliably in a remote environment • Proficiency with Google Workspace and ability to learn new systems • Reliable internet connection with at least 100 Mbps download and 30 Mbps upload • High school diploma or equivalent, or equivalent combination of education and relevant experience • Dedicated, private, and quiet workspace for confidential client conversations • Ability to remain attentive, responsive, and free from recurring personal interruptions during scheduled working hours • Direct Social Security Disability claims experience strongly preferred, including SSI/SSDI intake, eligibility screening, medical and work history collection, application preparation, or appeals support • Related healthcare, behavioral health, medical records, or public-benefit experience valuable • Experience with case management, client advocacy, benefits navigation, or eligibility screening • Experience managing high-volume inbound and outbound calls • Experience using CRM, case-management, EHR, virtual phone, or online scheduling systems • Experience with quality assurance, coaching, supervision, or performance metrics • Spanish-language proficiency helpful but not required • College degree and prior law-firm experience are not required

🏖️ Benefits

• Remote-first policy • Meaningful responsibility from the start • Opportunities for growth within the company • Creative, transparent team committed to accomplishing Mindset’s mission • Company-provided MacBook • Headset, keyboard, and monitor as needed • Overtime availability as needed

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