Intake Specialist

About the Role

Title: Intake Specialist (PST 9-6/EST 11-8)

Location: Remote (United States)

Schedule: 11:00 a.m. – 8:00 p.m. Eastern Time (EST) / 9:00 a.m. – 6:00 p.m. Pacific Time (PST)

Work Arrangement: 100% Remote (United States)

Position Overview

Mindset was founded to create a better experience for those with a mental illness and their caregivers in applying for Social Security Disability benefits.

Our team of Social Security Disability lawyers and representatives has helped thousands of individuals through the arduous process of obtaining Social Security Disability Insurance (SSDI) and/or Supplemental Security income (SSI) through the Social Security Administration.  

Mindset Care, Inc. is seeking a Remote Intake Specialist to assist individuals applying for Social Security Disability Insurance (SSDI) and Supplemental Security Income (SSI) benefits. This role serves as the first point of contact for clients, conducting intake assessments, gathering documentation, and coordinating with internal team members to ensure a smooth client experience.

Key Responsibilities

• Conduct initial client intake assessments.

• Determine client needs and potential eligibility for services.

• Collect and accurately document confidential client information.

• Explain services and answer client questions.

• Provide compassionate support throughout the intake process.

• Coordinate with internal team members to ensure timely service delivery.

• Maintain complete and accurate client records.

• Participate in team meetings and ongoing training.

Qualifications

Required

• Previous experience as an Intake Specialist or in a similar client-facing role.

• Knowledge of Social Security Disability Insurance (SSDI) and Supplemental Security Income (SSI) programs.

• Experience assisting with SSDI and/or SSI applications.

• Excellent verbal and written communication skills.

• Strong interpersonal and customer service skills.

• Ability to work in a fast-paced environment.

• Strong organizational and multitasking abilities.

• Proficiency with Google Workspace.

• Reliable high-speed internet connection.

• High school diploma or equivalent.

Preferred

• Experience working in a fully remote or virtual office environment.

• Familiarity with:

  • Virtual phone systems

  • Online scheduling software

Schedule

• Full-time

• 8-hour shifts

• 5 days per week

• Regular schedule:

  • 11:00 a.m. – 8:00 p.m. Eastern Time

  • 9:00 a.m. – 6:00 p.m. Pacific Time

• Overtime opportunities may be available.

Compensation

Pay: $18.00–$25.00 per hour

Benefits

• 100% Remote work within the United States

• Remote-first company culture

• Opportunities for career growth and advancement

• Early ownership and responsibility

• Collaborative, mission-driven team environment