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Intake and Case Support Specialist
Job DuckIntake Specialist in a fully remote setting assisting clients and handling case-related information. Key responsibilities include managing client interactions and documentation for effective outcomes.
About the role
Key responsibilities & impact- Manage client follow-ups via text messaging to ensure timely updates.
- Answer inbound calls and conduct follow-up phone calls with clients and relevant parties.
- Review Social Security files and documentation for accuracy and completeness.
- Prepare and submit status requests to monitor case progress.
- Review, request, and organize medical records for case development.
- Prepare, organize, and submit records to the Social Security Administration.
- Prepare and submit required Social Security forms and documentation on time.
- Receive, review, and process incoming records and documentation.
- Organize documentation for filings and case submissions.
- Prepare and submit records to medical providers and related institutions.
- Maintain accurate and detailed case notes for tracking and updates.
- Coordinate and follow up on medical appointments and related documentation.
- Communicate with Social Security Administration representatives regarding case matters.
Requirements
What you’ll need- 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.
Benefits
Comp & perks- Competitive salary.
- Paid Time Off.
- Bonuses.
- 100% remote/home-based position.
- Full-time, long-term career opportunities.
- Parental Leave.
- Professional development and training.
- Dedicated team support.
- Alignment with our clients' core values.
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
case managementdocumentation reviewrecord organizationstatus request preparationSocial Security forms submissionmedical record handlingcase note maintenance
Soft Skills
client communicationmultitaskingattention to detailindependent workverbal communicationwritten communication