Public Consulting Group

Intake Specialist

Job Locations US-WA-Clarkston
Posted Date 2 months ago(11/17/2021 6:03 PM)
Job ID
# of Openings
Operation Support
Regular Full-Time
Practice Area
Human Services


About Public Consulting Group

Public Consulting Group, Inc. (PCG) is a leading public sector solutions implementation and operations improvement firm that partners with health, education, and human services agencies to improve lives. Founded in 1986 and headquartered in Boston, Massachusetts, PCG has over 2,500 professionals in more than 60 offices worldwide. PCG’s Human Services practice helps state, county, and municipal human services agencies to achieve their performance goals in order to better serve populations in need. PCG’s seasoned professionals offer proven solutions to help agencies design programs, services, and systems; increase program revenue; cut costs; and improve regulatory compliance with state and federal regulations. To learn more, visit


       Social Security Advocacy Management Service SSAMS™:


PCG’s SSAMS™ team provides comprehensive technology driven Social Security disability identification and advocacy services.  Our work encompasses contracts with public sector child welfare, TANF, Medicaid, and private sector individuals and pension/retirement plan agencies to identify and enroll disabled individuals onto Social Security’s Supplemental Security Income (SSI) and/or Social Security Disability Insurance (SSDI) programs.


PCG SSAMS™ provides advocacy services for Orange County, California, Social Services Agency (SSA), assisting hard to serve individuals with medical and/or mental health impairments, and who may qualify for federal benefits, in applying for and obtaining SSI, SSDI and, State Supplementary Payment (SSP). These programs are designed to promote employment opportunities and self-sufficiency.  PCG assists potentially eligible CalWORKs/GR clients with the application process for SSI/SSP and SSDI benefits, including providing representation for claims pending at the Social Security Administration from the initial level through the hearing and appeals level.


The Intake Specialist assists individuals seeking representation in their pursuit of Social Security Disability (SSDI/SSI) benefits by conducting initial screenings to determine whether their health issues have merit to support pursuing a SSDI/SSI claim. The Intake Specialist also collects, and documents information needed to file their claim. This person will initiate new claims in the SSAMS Case Management System, enter data in SSAMS database, create internal electronic files, and manage processes that assure timeliness and customer satisfaction.

Specific Responsibilities:

  • Manage appointments, ensure all appropriate information is gathered into the data base.
  • Conduct screening interviews with individuals while entering data in the data base.
  • Request necessary medical, physiological, school and work records.

Send out and retrieve intake packet including obtaining signatures on required forms.


       Required Skills:


  • Intermediate skill with Microsoft office products
  • Strong typing skills: ability to verbally collect data while simultaneously entering data into the database.
  • Strong verbal communication skills: ability to explain complex topics in an easy-to-understand manner.
  • Strong Interpersonal skills, including the ability to establish positive interactions with clients.
  • Ability to recognize and maintain confidentiality of all materials in the work setting.
  • Knowledge and understanding of SSA’s laws and regulations.
  • Knowledge and understanding of SSA’s medical, phycological and vocational criteria.
  • Knowledge and understanding of the relationship between SSI/SSDI and Medicaid Medicare.
  • Strong time management skills with the ability to manage high volume caseloads.
  • Ability to work independently, requiring minimal supervision.





A Bachelor’s degree or 3 years of relevant experience


Minimum 3 years related experience or equivalent combination of education and experience


SSI/SSDI Outreach, Access, and Recovery (SOAR) certified (can obtain post-employment).



EEO Statement

Public Consulting Group is an Equal Opportunity Employer dedicated to celebrating diversity and intentionally creating a culture of inclusion. We believe that we work best when our employees feel empowered and accepted, and that starts by honoring each of our unique life experiences. At PCG, all aspects of employment regarding recruitment, hiring, training, promotion, compensation, benefits, transfers, layoffs, return from layoff, company-sponsored training, education, and social and recreational programs are based on merit, business needs, job requirements, and individual qualifications. We do not discriminate on the basis of race, color, religion or belief, national, social, or ethnic origin, sex, gender identity and/or expression, age, physical, mental, or sensory disability, sexual orientation, marital, civil union, or domestic partnership status, past or present military service, citizenship status, family medical history or genetic information, family or parental status, or any other status protected under federal, state, or local law. PCG will not tolerate discrimination or harassment based on any of these characteristics. PCG believes in health, equality, and prosperity for everyone so we can succeed in changing the ways the public sector, including health, education, technology and human services industries, work.


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