Back to Jobs
CRM

SSDI/SSI Intake Specialist (1+ yr SSD experience required)

Confidential employer

Posted 10/16/2026Rate visible after sign-upSource: Curated from source
Salesforce
Customer Service
Case Management
CRM
About the Role

OneAdvocate (oneadvocate.co) helps people apply for Social Security Disability benefits (SSDI and SSI). We work with partner law firms and are growing fast. We're hiring a full-time Intake Specialist to call new leads, screen their cases, and move qualified claimants forward.

SCHEDULE
Monday-Friday, 9am-6pm US Eastern Time (night shift in the Philippines), 40 hours/week

WHAT YOU'LL DO

  • Call new leads within minutes of their inquiry, and follow up with leads you didn't reach
  • Run intake screenings: work history, medical conditions, treatment, prior SSA applications and current claim status
  • Judge whether a lead likely qualifies, and flag anything that strengthens or weakens the case
  • Document every call clearly in our CRM (Salesforce)
  • Hand qualified leads off for a consultation with a partner law firm

REQUIREMENTS

  • At least 1 year of SSDI/SSI intake experience (2-3+ years strongly preferred)
  • Solid understanding of how SSA evaluates disability claims
  • Clear, confident spoken English and a calm, empathetic phone manner
  • Comfortable with sensitive personal and medical information, handled confidentially
  • Reliable laptop, stable internet, a headset, and a quiet workspace

PAY
$1,000-1,500/month plus a performance-based bonus. The top of the range is for candidates who can run a call independently and use real judgment about a case, not just read a script.

HOW TO APPLY
Start your application with the word "INTAKE" so we know you read this post. Include:
1. Your years of SSD intake experience, and the firms or companies you did it for
2. A 2-3 minute video (Loom or similar) where you introduce yourself and tell us about a past intake call with a claimant who was really struggling. What was going on, how did you handle the call, and how did it turn out? Please leave out names or any details that could identify the person.

Final candidates will complete a short paid trial.

Applications missing any of these won't be considered.

Track this external role

Sign in to save this listing and apply through the original source.

Sign in to SaveReport JobOpen Original Listing