Intake Specialist

Job not on LinkedIn

🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $18 - $25 / hour

⏰ Full Time

🟡 Mid-level

🟠 Senior

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

Apply Now

Find Similar Remote Jobs

Set Up Email Alert For New Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume

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 to understand each client’s medical, employment, and service needs • Collect, verify, and document sensitive client information accurately, completely, and confidentially • Explain Mindset’s services and next steps in clear, compassionate language • Support clients who may be distressed, overwhelmed, or unfamiliar with the SSI/SSDI process • Manage inbound and outbound calls, follow-up tasks, and multiple priorities while meeting quality and productivity expectations • Maintain accurate client records in case management, CRM, or related systems • Coordinate with case management and other internal teams to ensure a smooth client handoff • Follow privacy, security, and documentation requirements • Participate in coaching, training, quality review, and team meetings • Analyze intake information, assess the reported severity of claimants’ conditions and their impact on daily functioning and ability to work, and identify appropriate follow-up questions

🎯 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 a consistent record of 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, including connecting medical information to functional limitations, identifying gaps or inconsistencies, asking follow-up questions, and explaining complex processes in plain language • Ability to work independently and reliably in a remote environment • Proficiency with Google Workspace and ability to learn new systems • Reliable internet connection for remote work • High school diploma or equivalent, or an equivalent combination of education and relevant experience • Direct SSD claims experience, including SSI/SSDI intake, eligibility screening, medical and work history collection, application preparation, or appeals support, strongly preferred • 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 client 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 • A creative, transparent team committed to accomplishing Mindset’s mission • Overtime availability as needed