Remote SSDI Onboarding Specialist

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Advocate Health Care

📍Remote - United States

Job highlights

Summary

Join our team as an Onboarding Specialist to welcome and guide new claimants through the critical first steps of their journey with Advocate, handling intake process, ensuring accuracy of forms, filing appeals, and developing initial applications for submission to the SSA.

Requirements

  • Experience with Social Security disability processes, including filing IAs, appeals, and completing DDS/SSA forms, is highly desired
  • Strong organizational skills with a keen attention to detail
  • Persistent approach to keeping clients moving through the onboarding process efficiently
  • Ability to work independently while ensuring accuracy and timely submission of forms

Responsibilities

  • Manage the intake process by reviewing and ensuring the accuracy of SSA-16 and SSA-3368 forms
  • File appeals for new clients who have recently been denied
  • Monitor Advocate’s Intake line for new client calls and texts
  • Develop and submit fully-developed initial applications (IAs) to the SSA
  • Pass cases to Case Managers after submission, focusing solely on the intake process

Job description

Overview

At Advocate, our mission is to empower Americans to obtain the government support they’ve earned. Advocate aims to reduce long wait times and bureaucratic obstacles of the current government benefits application process by developing a unified intake system for the Social Security Administration, utilizing cutting-edge technologies such as artificial intelligence and machine learning, crossed with the knowledge and experience of our small team of EDPNA’s and case managers.

We are seeking an Onboarding Specialist to be a key player in welcoming and guiding new claimants through the critical first steps of their journey with Advocate. In this role, you will handle the intake process, ensuring the accuracy of forms and filing appeals for recently denied clients. You’ll focus on creating fully-developed initial applications (IAs) for submission to the SSA, passing cases to the Case Manager once the initial steps are completed. If you are organized, detail-oriented, and passionate about client success, this role provides the opportunity to build a strong foundation for new cases without the pressure of managing an ongoing caseload.

Job Responsibilities

  • Manage the intake process by reviewing and ensuring the accuracy of SSA-16 and SSA-3368 forms.
  • File appeals for new clients who have recently been denied.
  • Monitor Advocate’s Intake line for new client calls and texts.
  • Develop and submit fully-developed initial applications (IAs) to the SSA.
  • Pass cases to Case Managers after submission, focusing solely on the intake process.

Qualifications

  • Experience with Social Security disability processes, including filing IAs, appeals, and completing DDS/SSA forms, is highly desired.
  • Strong organizational skills with a keen attention to detail.
  • Persistent approach to keeping clients moving through the onboarding process efficiently.
  • Ability to work independently while ensuring accuracy and timely submission of forms.

This is a remote position and Advocate is currently a fully remote team. Advocate is an equal opportunity employer and values diversity in the workplace. We are assembling a well-rounded team of people passionate about helping others and building a great company for the long term.

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