Public Consulting Group

Data Intake Specialist

Job Locations US-WA-Clarkston | US-NY-Troy
Posted Date 4 days ago(1/25/2023 1:29 PM)
Job ID
# of Openings
Customer Service/Support
Regular Full-Time
Practice Area
Human Services


Company Overview:

Public Consulting Group, LLC (PCG) is a leading public sector management consulting and operations improvement firm that partners with health, education, and human services agencies to improve lives. PCG helps primarily public sector health, education, and human services organizations make measurable improvements to their performance and processes to better serve populations in need. Founded in 1986 and headquartered in Boston, Massachusetts, PCG has more than 2,000+ professionals in 45 offices in the United States, Canada and Poland. The firm draws on more than three decades of consulting to public sector clients in all 50 states and Canada to deliver best-practice solutions and measurable results to state and local public agencies, state-operated facilities, and private providers that do business with government agencies. PCG is committed to a diverse workforce which is reflected in our clients and the people they serve. Our organizational culture attracts and rewards people who are results-oriented and interested in making an immediate impact on their community as well as their own career.



The Data Intake Specialist assists individuals seeking representation in their pursuit of Social Security Disability (SSDI/SSI) benefits by collecting and documenting information needed to file their claim. This person will conduct in-depth phone interviews to gather a variety of detailed information regarding specific issues related to their SSI/SSDI claim, create internal electronic files, and manage processes that assure timeliness and customer satisfaction.


Specific Responsibilities:

  • Manage appointments and conduct in-depth interviews with individuals, including collecting updated medical source information, discussing their impairments and limitations, work history and financial information.
  • Request necessary medical, psychological, school and work records.
  • Ensure all appropriate information is gathered into the SSAMS Case Management System.
  • 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.


Required Experience:

  • 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).



Claims operations setting or remote, depending on circumstances related to the project.


  • #LI-MB1 


Compensation for roles at Public Consulting Group varies depending on a wide array of factors including, but not limited to, the specific office location, role, skill set, and level of experience. As required by applicable law, PCG provides the following reasonable range of compensation for this role: $33,938 - $50427 . In addition, PCG provides a range of benefits for this role.

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.


Sorry the Share function is not working properly at this moment. Please refresh the page and try again later.
Share on your newsfeed