Job Description

Job Description

Job Description

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

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

POSITION SUMMARY

The Social Security Intake Specialist/ Paralegal serves as the initial point of contact for prospective clients seeking assistance with Social Security benefits. This role involves conducting comprehensive client intakes, managing documentation, scheduling appointments, and ensuring seamless communication between clients, attorneys, and the Social Security Administration.

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.
• Request medical records using HIPAA guidelines.
• 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.
• Communicate with case managers, hearing and field offices
• Assist clients with questionnaires sent by SSA

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 environment and routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. We are a paperless work environment utilizing E-fax, Nextiva Applications, the Microsoft Office Suite package, & Pro Law legal database 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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