Mindset
Intake Specialist (11am - 8pm EST)
Remote · Remote · Full-time · Posted Aug 10, 2026
- Experience
- No specific number of years stated.
- Education
- High school diploma or equivalent, or an equivalent combination of education and relevant experience.
About the job
Conducts phone-based intake assessments for prospective clients seeking Social Security Disability benefits, collects and documents their information, explains next steps, and coordinates client handoffs.
What you'll do
- Conduct structured phone assessments and gather, verify, and document sensitive client information.
- Explain services and the SSI/SSDI process compassionately, including for clients who are distressed or unfamiliar with the process.
- Manage calls and follow-ups, maintain records, and coordinate with internal teams.
What they ask for
- Experience in intake, phone-based customer service, client support, healthcare, public benefits, case support, or a comparable role.
- Strong communication, documentation, organization, analytical thinking, and judgment when handling sensitive information.
- Proficiency with Google Workspace and ability to learn new systems.
- High school diploma or equivalent, or an equivalent combination of education and relevant experience.
Nice to have
- Direct experience supporting SSD claims, including SSI/SSDI intake or related healthcare, behavioral health, medical-records, or public-benefit experience.
- Experience with case management, client advocacy, benefits navigation, eligibility screening, or high-volume calls.
Pay
USD 18–25 per hour (base salary)
Tools
Google Workspace, CRM, case management systems, EHR
Model-written summary · the original posting is authoritative