Intake Specialist (Social Security Disability)

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.

Education and/or Work Experience Requirements:

• High school diploma or equivalent (SSA, SSD, or SSDI experience preferred)
• Excellent customer service and ability to show empathy.
• Attention to detail and accuracy in data entry and record-keeping.
• Ability to maintain confidentiality and handle sensitive information with discretion.
• Bilingual in Spanish (preferred, but not required).

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

Why Join Us? We offer a vibrant and supportive work environment where your contributions are valued, and your professional growth is encouraged. You will have the opportunity to work on challenging cases, develop your legal expertise, and make meaningful contributions to the field. Our firm is committed to fostering a culture of excellence, collaboration, and innovation.
Perks:

• Competitive salary and performance-based incentives
• Free employee only coverage for Medical, Dental, Vision, and Life Insurance
• Option to purchase Long-term & Short-term Disability coverage.
• 401(K) Retirement plan with employer match is available.
• Supportive and collaborative work culture
• Ongoing professional development opportunities

Embark on a career with us where you can truly make a difference. Apply now to become a key player in our legal team and help us drive success for our clients and our firm.