Mindset

Title: Intake Specialist (PST 9-6/EST 11-8) Location: Remote (United States) Schedule: 11:00 a.m. – 8:00 p.m. Eastern Time (EST) / 9:00 a.m. – 6:00 p.m. Pacific Time (PST) Work Arrangement: 100% Remote (United States) Position Overview Mindset was founded to create a better experience for those with a mental illness and their caregivers in applying for Social Security Disability benefits. Our team of Social Security Disability lawyers and representatives has helped thousands of individuals through the arduous process of obtaining Social Security Disability Insurance (SSDI) and/or Supplemental Security income (SSI) through the Social Security Administration. Mindset Care, Inc. is seeking a Remote Intake Specialist to assist individuals applying for Social Security Disability Insurance (SSDI) and Supplemental Security Income (SSI) benefits. This role serves as the first point of contact for clients, conducting intake assessments, gathering documentation, and coordinating with internal team members to ensure a smooth client experience. Key Responsibilities - Conduct initial client intake assessments. - Determine client needs and potential eligibility for services. - Collect and accurately document confidential client information. - Explain services and answer client questions. - Provide compassionate support throughout the intake process. - Coordinate with internal team members to ensure timely service delivery. - Maintain complete and accurate client records. - Participate in team meetings and ongoing training. Qualifications Required - Previous experience as an Intake Specialist or in a similar client-facing role. - Knowledge of Social Security Disability Insurance (SSDI) and Supplemental Security Income (SSI) programs. - Experience assisting with SSDI and/or SSI applications. - Excellent verbal and written communication skills. - Strong interpersonal and customer service skills. - Ability to work in a fast-paced environment. - Strong organizational and multitasking abilities. - Proficiency with Google Workspace. - Reliable high-speed internet connection. - High school diploma or equivalent. Preferred - Experience working in a fully remote or virtual office environment. - Familiarity with: - Virtual phone systems - Online scheduling software Schedule - Full-time - 8-hour shifts - 5 days per week - Regular schedule: - 11:00 a.m. – 8:00 p.m. Eastern Time - 9:00 a.m. – 6:00 p.m. Pacific Time - Overtime opportunities may be available. Compensation Pay: $18.00–$25.00 per hour Benefits - 100% Remote work within the United States - Remote-first company culture - Opportunities for career growth and advancement - Early ownership and responsibility - Collaborative, mission-driven team environment

• Client Consultation: Meet with clients to evaluate their eligibility for SSI/SSDI benefits, discuss case strategy, and prepare them for the disability hearing process. • Application & Appeals Assistance: Assist clients throughout the Social Security Disability claims and appeals process, ensuring applications and supporting documentation are accurate, complete, and positioned for success. • Hearing Representation: Represent clients during hearings before Administrative Law Judges (ALJs), advocating on their behalf throughout the appeals process. • Evidence Gathering: Review and analyze medical records, employment history, vocational evidence, and other supporting documentation to strengthen disability claims. • Legal Research: Stay informed on SSA regulations, policies, and relevant case law to effectively advocate for clients and provide sound legal guidance. • Communication: Serve as the primary legal point of contact for clients while communicating with the Social Security Administration and other agencies as needed. • Advocacy: Passionately advocate for individuals living with disabilities, ensuring they receive the benefits they deserve. • Technology & Case Management: Utilize cloud-based legal technology, digital case management systems, Google Workspace, Slack, and AI-assisted tools to efficiently manage caseloads in a fully remote environment. • Collaboration: Partner closely with case managers, legal support staff, and fellow attorneys to deliver exceptional client service and achieve successful outcomes.

• Client Consultation: Meet with clients to assess their eligibility for SSI/SSDI benefits • Application Assistance: Assisting clients in completing SSI/SSDI applications accurately • Appeals Representation: Representing clients in appeals hearings before administrative law judges • Evidence Gathering: Collecting medical records, employment history, and other relevant documents • Legal Research: Staying updated on SSA regulations and case law • Communication: Acting as a liaison between clients and government agencies • Advocacy: Advocating for clients with disabilities

• Track attorney fee payments issued by the Social Security Administration. • Monitor pending fee authorizations and follow up on outstanding payments. • Review Notices of Award, fee authorizations, and related SSA correspondence. • Research discrepancies between expected and received payments. • Communicate with SSA offices regarding payment status and fee-related inquiries. • Maintain accurate records of payment tracking. • Collaborate with attorneys, paralegals, and accounting teams to resolve payment issues. • Generate reports on outstanding fees and payment trends. • Ensure compliance with firm policies and SSA regulations.

Role Description Medical Claims Coordinators actively work directly with Attorneys and Case Managers in front end development of the claims process. This work is integral to ensuring clients’ disability claims are handled efficiently for clients. Claims Coordinators work hand in hand with other departments within the firm to ensure a smooth process for clients. They help ensure that clients receive the necessary documents and updates regarding their claims. Job Responsibilities - Review and process medical opinion packets, which can include compiling documents within a client’s file, writing a letter to an expert, etc. - Ensuring a smooth workflow by creating forms, assisting with process improvement, uploading and downloading documentation from online portals, and organizing claims. - Providing clients with a courtesy copy of all documents through an internal tracking system. - Updating and maintaining the accuracy of client files. - Scheduling out tasks and/or due dates for other departments. - Completing assignments directly from an assigned Case Manager or Attorney. - All other duties as assigned. Qualifications - Two (2) years of related experience; OR an equivalent combination of related education and experience. - Ability to work autonomously and be self-motivated. - Business English, proofreading, and editing techniques. - Excellent time management and prioritization skills. - Strong interpersonal and communication skills and the ability to work effectively with a wide range of constituencies in a diverse community. - Ability to manage a fast-paced work environment. - Strong interpersonal skills and a friendly, approachable demeanor. - Proficiency in Google Workspace. - Ability to multitask and prioritize tasks effectively. - Reliable internet connection for remote work. - Associate's degree or equivalent education. Preferred Qualifications - Experience working in a remote or virtual office environment. - Knowledge of virtual phone systems and online scheduling software. Schedule This is a full-time, non-exempt position, Monday through Friday. 9:00 am - 6:00 pm EST. Benefits - Remote first policy. - Large responsibility from the start. - The ability to ascend within the company. - A team of creative, transparent entrepreneurs driven to accomplish our mission.

• Handle all incoming corrections-related calls and manage ongoing tasks • Process and manage all leads, ensuring timely follow-ups • Monitor systems for client release dates and take appropriate action • Schedule and coordinate calls, assigning them to intake specialists as needed • Make contact with leads upon their release date and address any additional needs they may have • Send information to an intake specialist for application filing once contact is made with a client • Oversee all existing tasks related to client needs • Perform other tasks as required to support the needs of clients effectively

• Conduct initial assessments of clients to determine their needs and eligibility for services • Collect and document client information accurately and confidentially • Communicate effectively with clients to explain services, answer questions, and provide support • Coordinate with other team members to ensure seamless service delivery • Maintain accurate records and documentation of client interactions and services provided • Participate in team meetings and training as required

• Lead the design, development, and deployment of scalable and secure software solutions using .NET and React. • Collaborate with product managers, designers, and other engineers to build new features and improve existing functionality. • Provide technical leadership and mentorship to a team of engineers, fostering best practices in code quality, testing, and development processes. • Implement and optimize database solutions using SQL Server and Entity Framework. • Participate in architectural discussions and contribute to the design and scalability of the overall system. • Work closely with DevOps to ensure smooth deployment and integration of new features and updates. • Maintain and enhance the performance, security, and reliability of existing systems. • Conduct code reviews and ensure adherence to best practices in software engineering.

• Gather required documentation and information from clients to support their claims • Provide guidance and support to clients throughout the claims process which can be lengthy • Advocate on behalf of clients to ensure that their claims are processed accurately and efficiently • Communicate with social security administration officials to resolve any issues or discrepancies that may arise • Keep detailed records of client interactions and claim status updates • Stay up-to-date on changes to social security policies and procedures

• Gather required documentation and information from clients to support their claims • Provide guidance and support to clients throughout the claims process which can be lengthy • Advocate on behalf of clients to ensure that their claims are processed accurately and efficiently • Communicate with social security administration officials to resolve any issues or discrepancies that may arise • Keep detailed records of client interactions and claim status updates • Stay up-to-date on changes to social security policies and procedures