Intake Client Specialist

Position Responsibilities

• 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
• Sincere 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

Preferred Skills and Experience

• Some college experience or equivalent
• Medical Billing terminology

Physical Requirements

• Repetitive motions that include the wrists, hands, and/or fingers
• Sedentary work that primarily involves sitting, remaining in a stationary position for prolonged periods
• Visual perception to perform job including peripheral vision, depth perception, and the ability to adjust focus