Posted 2 days ago

Intake Client Specialist

AnkenyRemoteFull-time

AI Summary

Manages incoming client documents to create and update client records in a CRM system, ensuring accuracy for billing and compliance within a service level agreement.

About this role

The Intake Client Specialist manages a queue of incoming documents to create new clients, and update existing clients as needed in the Customer Relationship Management (CRM) system. This Specialist operates within a service level agreement managing speed to start entry while observing various agency specific handling procedures maintaining the highest level of accuracy for billing and compliance purposes.

This is a fully remote position. Employees must be located in Iowa (applicants outside of Iowa will not be considered).

The starting wage is $17.00/hour with weekly pay, PTO, and benefits available after 30 days of employment.

Work hours are Monday-Friday 8:00am-5:00pm with the potential of overtime.

This position will start on Monday, October 12th or Monday, October 26th. You must be able to come onsite day 1 of employment for orientation.

Position Responsibilities may include, but not limited to

Review incoming Medical Service Authorizations and Medical paperwork to create new clients, update existing clients, and close accounts as needed

Correspond and follow up with Agency Case Managers via email, State Portal Messaging, and phone calls for action items or needed information

Troubleshoot and resolve account issues as required

Coordinate with internal business partners including but not limited to Logistics, Customer Care, Billing, and Compliance

Assist other departments for Intake-related inquiries

Required Skills and Experience

High school diploma or equivalent

Basic Microsoft Office skills

Previous Data Entry skills

Strong analytical skills with high attention to detail and accuracy

Ability to problem solve issues in a timely manner

Ability to navigate multiple computer systems, applications, and utilize search tools to find information

Strong verbal, written, and interpersonal communication skills

Ability to prioritize, meet deadlines, and adjust as needed in a fast paced environment

Ability to achieve high production and quality standards

Ability to work effectively in both a team and individual environment

Sincerity and passion for helping people

Prior experience adhering to company policies and showing core values

Must have a wired internet connection using an ethernet port. Broadband internet wired to the home is required - Cable Modem/service or Fiber Optic. No Satellite, 4/5G, or DSL circuits

Must have a quiet workspace that is free from distraction