SSD Intake Specialist

Description

Division/Department: Social Security 

Reports to: Intake Supervisor

Full-time

Nonexempt

Essential Duties and Responsibilities:

In this role, the primary responsibility is interacting with potential new social security clients and gathering essential information about their legal matters. The primary responsibilities of a law firm intake specialist may include: 

• Acts as the first point of contact for potential clients, either through phone calls, emails, or in-person meetings. They communicate with clients to understand their legal needs, listen to their concerns, and gather relevant details about their cases. Assist clients in completing necessary forms, such as disability reports and appeals documents, ensuring accuracy and completeness. Collect and organize all relevant medical and supporting evidence to strengthen the case.
• Conduct preliminary assessments of potential cases to determine their viability and ensure they fall within the law firm's areas of practice. They may ask questions related to the client's legal issue, evaluate the potential damages or claims involved, and gather relevant documents or evidence.
• Gather comprehensive information from clients, such as personal details, contact information, background information, and specifics about their legal matters. They document this information accurately and maintain confidentiality and data privacy.
• Assists in preparing and organizing legal documents, such as intake forms, engagement letters, and other necessary paperwork. They ensure all required information is accurate, complete, and properly documented.
• Works closely with attorneys and other staff members to provide them with accurate and relevant client information. They may participate in case review meetings, share intake details, and facilitate a smooth transition of cases to the appropriate attorney or legal team.
• Intake specialists may be involved in evaluating and improving the firm's intake processes. They may suggest modifications or enhancements to streamline procedures, improve client experience, and increase efficiency.

Requirements

Education and/or Work Experience Requirements:

• Excellent customer service and ability to show empathy.
• Strong organizational and time management skills, with the ability to prioritize and multitask effectively.
• Excellent verbal and written communication skills, with the ability to communicate professionally and confidently with employees at all levels.
• Proficiency in basic computer knowledge and usage
• Attention to detail and accuracy in data entry and record-keeping.
• Ability to maintain confidentiality and handle sensitive information with discretion.
• High school diploma or equivalent (SSA, SSD, or SSDI experience preferred).
• Bilingual in Spanish (preferred).

Physical Requirements:

• Ability to safely and successfully perform the essential job functions consistent with the ADA, FMLA and other federal, state and local standards, including meeting qualitative and/or quantitative productivity standards. 
• Ability to maintain regular, punctual attendance consistent with the ADA, FMLA and other federal, state and local standards
• Must be able to lift and carry up to 25 lbs
• Must be able to talk, listen and speak clearly on telephone