Intake Specialist
Social Security Disability Intake Specialist — EST Location: Remote Schedule: Monday–Friday, 9:00 AM–5:00 PM EST Compensation: $22–$25/hour About the Role: Pond Lehocky Giordano is growing its Social Security Disability practice and is seeking a Social Security Disability Intake Specialist to join our team. In this role, you’ll be the first point of contact for current workers’ compensation clients who may also qualify for Social Security Disability benefits. You’ll speak directly with clients, explain the SSD process, gather important information, and determine whether they may be eligible to move forward with our team. This is a highly client-facing role where empathy, communication, and attention to detail are essential. What You’ll Do
- Contact current workers’ compensation clients to explain Social Security Disability benefits and screen for potential eligibility
- Conduct detailed intake interviews covering employment history, medical conditions, treatment, and daily limitations
- Clearly explain the SSD process, what clients can expect, and their next steps
- Complete intake questionnaires and obtain electronically signed documents
- Enter accurate and thorough client information and notes into internal systems
- Coordinate with attorneys and case teams to transition qualified cases
- Follow up consistently with clients who are difficult to reach
- Maintain a professional, compassionate, and positive client experience throughout the intake process
- Meet daily call, activity, and performance expectations
What You Bring
- Strong phone presence with a warm, patient, and professional communication style
- Excellent listening and interpersonal skills
- Strong attention to detail and organizational skills
- Ability to work effectively in a high-volume call environment
- Reliable follow-through and strong documentation skills
- Comfortable learning and using case management software and Microsoft Office
- Ability to work independently in a fully remote environment
- Must be located in the United States
Nice to Have
- Experience in a law firm, legal intake, call center, or client services environment
- Familiarity with Social Security Disability/SSDI/SSI
- Workers’ compensation experience
- Familiarity with medical terminology
- Spanish bilingual skills are a plus