Intake Specialist; PST​/EST

Job Responsibilities

• Conduct initial assessments of clients to determine their needs and eligibility for services.
• Collect and document client information accurately and confidentially.
• Communicate effectively with clients to explain services, answer questions, and provide support.
• Coordinate with other team members to ensure seamless service delivery.
• Maintain accurate records and documentation of client interactions and services provided.
• Participate in team meetings and training as required.

• Proven experience as an intake specialist or in a similar role.
• Understanding of SSI/SSDI and experience assisting with applications.
• Excellent verbal and written communication skills.
• Ability to manage a fast-paced work environment.
• Strong interpersonal skills and a friendly, approachable demeanor.
• Proficiency in Google Workspace.
• Ability to multitask and prioritize tasks effectively.
• Reliable internet connection for remote work.
• High school diploma or equivalent.

• Experience working in a remote or virtual office environment.
• Knowledge of virtual phone systems and online scheduling software.

• 8 hours per day, 5 days a week, available overtime (Shift 11 - 8 EST).
• Remote first policy.
• Large responsibility from the start.
• The ability to ascend within the company.
• A team of creative, transparent entrepreneurs driven to accomplish our mission.

18 - 25 USD per hour (Remote (United States))