Paralegal/Case Manager - Social Security Disability

Social Security Disability Paralegal/Case Manager works closely with other Paralegals/Case Managers, assigned attorneys, and other administrative staff to provide legal support and case management of Social Security Disability Claims.

The SSD Paralegal/Case Manager does not have the authority to practice law, give legal advice, or set strategy on a pre-case/per-client basis.

Responsibilities

• Case Management & Client Support: Manage a caseload of SSD applicants from initial application through appeals. Conduct client intake interviews to assess eligibility and gather necessary case details. Maintain frequent client communication, providing updates and answering questions regarding their claims.
• Application & Documentation Support: Assist clients in completing SSD applications, reconsiderations, and appeals. Collect, review, and submit medical records, work history, and other supporting documents.
• Attorney & Hearing Support: Prepare case files for attorney review, ensuring all necessary evidence and forms are included. Assist attorneys in drafting legal correspondence and hearing preparation materials. Coordinate and schedule medical evaluations and SSA hearings.
• Compliance & Process Management: Ensure all claims adhere to Social Security Administration (SSA) guidelines and deadlines. Track case progress, follow up on pending applications, and respond to SSA requests. Stay updated on Social Security Disability laws, regulations, and procedural changes.

Work Experience

Required:

• Proficient with Microsoft 365 Suite Applications, including but not limited to, Outlook, Word, and Teams.
• Verbal and Written Communication Skills.
• Organizational Skills.

Preferred:

• Experience with Case File Management such as Filevine.
• Experience with lead generation systems such as Lead Docket.
• Experience in Customer Service via in-person and over the phone, while monitoring and diffusing escalated issues.
• Experience talking on the phone regularly and corresponding through email with a professional and confident tone.

Education/Certifications/Success Traits

Required:

• Must have a High School Diploma or Equivalent.
• Ensure Accountability: Takes responsibility for their work and the performance of the firm. Owns commitments and shows a willingness to answer for their actions without being defensive or shifting blame.
• Client Focus: Intentionally seeks to understand Client needs. Proactively identifies opportunities to serve or create a benefit to the Client. Looks to exceed Client expectations by creating delight. Establishes and maintains effective Client relationships.
• Situational Adaptability: Rebounds from setbacks vs. emotionally responding with drama. Is confident under pressure. Handles or Manages change or crises effectively. Maintains a positive attitude despite adversity. Grows from hardships and negative experiences.
• Action Oriented: Embraces challenges and takes action, without unnecessary delay. Identifies and seizes new opportunities. Displays a can-do attitude in good and bad times. Steps up to handle tough issues without avoidance.

Preferred:

• Secondary education, bachelor’s degree preferred, or equivalent combination of education, training, and experience.