V104- Legal Intake Specialist

Summary

Job Duck connects professionals with rewarding remote opportunities supporting US-based employers. The Legal Intake Specialist serves as the first point of contact for individuals seeking Social Security Disability benefits by collecting client information, screening potential eligibility, explaining application and appeals processes, and supporting onboarding. The role also involves coordinating with clients, attorneys, and internal staff while handling sensitive information professionally.

Responsibilities

• Support administrative tasks associated with client and case onboarding
• Maintain confidentiality and comply with HIPAA requirements and firm policies
• Communicate professionally with clients, attorneys, and internal staff
• Schedule consultations and follow up with prospective clients as needed
• Screen potential cases for eligibility under Social Security Disability guidelines
• Conduct detailed intake interviews to collect medical, employment, and personal history
• Explain the disability application and appeals process clearly and compassionately
• Enter, update, and maintain accurate client information in the case management system
• Answer incoming calls and respond to online inquiries from prospective clients

Skills

• High school diploma or equivalent required
• Proficiency with computers, data entry, and CRM or case management systems required
• Ability to manage high call volumes and sensitive situations professionally
• Timezone: EST/EDT
• English, Spanish
• Bachelor's degree preferred but not required
• Previous experience in a law firm, client intake, or call center preferred
• Knowledge of Social Security Disability, including SSDI and SSI, is preferred but not required

Qualifications

Must Haves

• High school diploma or equivalent required
• Proficiency with computers, data entry, and CRM or case management systems required
• Ability to manage high call volumes and sensitive situations professionally
• Timezone: EST/EDT
• English, Spanish

Nice to Haves

• Bachelor's degree preferred but not required
• Previous experience in a law firm, client intake, or call center preferred
• Knowledge of Social Security Disability, including SSDI and SSI, is preferred but not required

Benefits

• Remote work opportunity
• Training on Social Security Disability matters will be provided