Intake Specialist; PST​/EST

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.

• 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))