Job Description

Job Description

Job Description

THIS IS A FULL TIME REMOTE POSITION WITH EASTERN SPECIFIC TIME ZONE REQUIREMENTS.

SHIFT REQUIREMENTS ARE MONDAY-FRIDAY 8AM-5PM EST.

POSITION SUMMARY

To properly assist the Social Security Disability department in conducting disability intakes for all new and existing prospect clients. The Intake specialist will be responsible for creating intakes in our system, conducting client intakes, generating retainers, scheduling Attorney appointments and completing Social Security Disability applications. The Intake specialist will also be responsible for sending retainers to the Social Security Administration. Additionally, assisting the firm with case management, preparing files for Initial claims, reconsideration, hearings, and appeals council obtaining up to date medical records, answering phones and heavy client contact. The position also requires working with medical records, creation of retainer packages, and compliance with Social Security Law.

This role will require heavy client contact and providing support to Attorneys and Management. The Paralegal is a hands-on position which requires attention to detail and compassion for clients

RESPONSIBILITIES

Client Intake Management

• Conduct thorough Social Security intakes via telephone within 48 hours of assignment, gathering detailed personal and medical information.
• Follow up with potential clients through phone, email, and text to obtain necessary information and documentation.

Documentation and Record-Keeping

• Generate and dispatch retainer packets to clients via email or mail promptly
• Create and maintain accurate client records in the firm's case management system.
• File Social Security applications and appeals, submitting requisite forms and documentation to SSA local offices.
• Submit medical records to SSA via ERE

Scheduling and Coordination

• Schedule appointments for Intake Attorneys/Advocates based on availability.
• Coordinate with clients to provide status updates and resolve inquiries.

Communication

• Respond to phone calls, voicemails, emails, and text messages within 24 hours.
• Liaise with attorneys, management, and the SSA to facilitate optimal client service.
• Send correspondence including contact letters, closing letters, and forms such as RFCs.

Administrative Support

• Monitor daily dashboards to prioritize tasks.
• Create reminders and track intake-related actions in the case management system.
• Verify and update client contact details.

Other Duties

• Answer calls in a professional, empathetic manner.
• Apply critical thinking and problem-solving skills to ensure client satisfaction.
• Perform additional duties as assigned.

QUALIFICATIONS

Education

• High School Diploma or GED required.
• Bachelor’s Degree in a related field preferred.

Experience

• Previous experience in data entry, customer service, legal, or medical environments preferred.
• Familiarity with Government benefits, specifically Social Security benefits is a plus.

Skills

• Proficiency in Microsoft Office Suite; experience with case management software.
• Excellent verbal and written communication skills.
• Strong organizational skills: ability to multitask and prioritize effectively.
• Empathetic and compassionate client-facing demeanor.
• Ability to manage confidential information appropriately.
• Bilingual in Spanish is a plus.

PHYSICAL DEMANDS & WORK ENVIRONMENT:

The physical demands and work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions of the job.

Physical Demands : While performing the duties of this job the employee is frequently required to sit, stand, walk, talk, hear, bend, stoop, and have finger, hand, and arm dexterity.

Work Environment : This job operates in a professional office/remote environment and routinely uses standard office equipment. We are a paperless work environment utilizing Vonage, Docubee, Microsoft Office Suite package, & Smart Advocate legal software

EOE STATEMENT: The Law Offices of Joseph A. Romano, P.C. offers equal opportunities to all persons without regard to actual or perceived race, color, religion, age, gender, pregnancy (including childbirth and related medical conditions), disability, national origin, ancestry, citizenship, military or veteran status, marital status, sexual orientation, gender identity or expression, domestic violence victim status, predisposing genetic characteristics or genetic information, or any other status protected by applicable law. We will endeavor to make a reasonable accommodation/modification for the known physical or mental limitations of a qualified applicant with a disability to assist in the hiring process, unless the accommodation would impose an undue hardship on the operation of our business, in accordance with applicable federal, state, and local law. Applicants who require reasonable accommodation during the application process may contact Human Resources.

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