Who You Should Talk To At Your Local Social Security Office

I help a lot of people with Social Security. One thing they all have in common is that they’ve called their local Social Security office at least once. Most of these calls have ended in frustration. It doesn’t have to be that way. If you know who to ask for, you’ll get the help you need.

Hierarchy at Social Security officeA decent part of my living comes from consulting with individuals throughout the nation with Social Security issues. For some, it’s simply determining how their filing strategy fits in with their overall retirement plan and making sure they haven’t missed anything. For others, I help solve complex Social Security problems. Many of these people that I help would never call me if they would have received a satisfactory answer and solid advice when they called their local Social Security office. So I may be hurting myself slightly, but I can’t stand to see any more bad (and sometimes non-reversible) decisions made as a result of incorrect guidance from the Social Security Administration. I’m going to tell you who to ask for the next time you call.

If you want to find the number to your local office, here’s the Social Security office locator.

The Hierarchy

If you’ve ever been to your local Social Security office, you’ve probably seen a maze of cubicles and possibly more employees than you expected. All these people have a role and handle very specific areas of Social Security benefits. Within each Social Security office there is a hierarchy of representatives. Not all are created equal. For retirement and disability benefits, the Social Security employee will most likely have one of the following titles.

1) Service Representative

Service Representatives have the responsibility of handling general inquiries, fixing simple post-claim issues and answering the phones. Simply put, they are generalist. Although this is the first position for a new hire, I wouldn’t automatically discount their experience. Some Service Representatives begin, and end, a long Social Security career with the same title. Just understand, the Service Representative that answers your call may be a 6 month employee-or a 25 year employee.

2) Claims Representative

The Claims Representative is there for one reason. To assist individuals in filing claims to benefits under Social Security programs. Unless you are ready to process your claim, you’ll have little interaction with this representative.

3) Technical Expert

The Technical Experts handle the complex cases and do the stuff that’s too complicated for the others. Those I’ve come in contact with have exhibited a deep understanding of the rules and provisions of the Social Security programs.  But you won’t find them answering the phones or meeting with just anyone. Normally, you have to be referred by a Service Representative or a Claims Representative to get in front of the Technical Expert.

How To Get Help

The next time you call (or visit) your local Social Security office, you’ll speak to a Service Representative. Give them a chance and they may be able to help you. However, if you have ANY doubt about what you’re being told, it’s time to escalate. Ask them to let you speak to a Technical Expert. It may take a while, but eventually you’ll be able speak to the most knowledgeable person in the office.

If you still have questions, you could leave a comment below, but what may be an even greater help is to join my FREE Facebook members group. It’s very active and has some really smart people who love to answer any questions you may have about Social Security. From time to time I’ll even drop in to add my thoughts, too.

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1 year ago

I applied in 2016 got a letter of denial in 2020 received medicare August of 2022 got into my account said I had been eligable since may of 2018.been going back and fourth a different answer fro. Every rep. Todays specialist said at processing wait 30 90 more days .please some advice

1 year ago

I have been waiting two months for my retirement benefits I keep getting the runaround when I call the office they keep telling me different dates it was posted to my account each time it’s a lie please can you help me

Irma Martin
Irma Martin
2 years ago

My husband is eligible for Medicare and have submitted the paperwork multiple times to get Medicare and he keeps getting the run around. So much so that he has gone a whole year without coverage that he will be penalized for at tax time. So frustrated!!

5 years ago

i have been red-flagged, because of unproven issues, that i was coerced into pleading guilty too, i have been trying to get reinstated, but all i get is roadblocks, they have rewritten there narrative , so many times, it is nothing but contradictions, when i ask for imformation, or offer the same, they simply blow me off, for fear of exposing the l.ies, that they do not want me to have, maybe there largest fear is, with the info. out of the bag, it would clearly illustrate, i was setup from the start, because i am marked, nobody will help… Read more »

Edna M Shively
Edna M Shively
5 years ago

No one will help with my problem because they have flaged my social security number,and I never can talk to live person on phone. When I go in I am told problem will be looked at. I can’t stay and wait because allotted time is up and a Guard is there. Also I have to drive 100 mile round trip to office I can’t make trip ever day. I need help, I have written congress person but never get a reply. PLEASE I NEED HELP.

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