Intake Client Specialist
Apply NowLocation:
Ankeny, IA, US
Company:
Mom’s Meals is a home-delivered meal service providing tailored nutrition solutions for seniors and patients recovering from various conditions.
Summary:
The Intake Client Specialist will manage incoming documents to create and update client information within a CRM system. Candidates need a high school diploma, basic Microsoft Office experience, and prior data entry skills.
Requirements:
Hard Skills: Basic Microsoft Office skills, Data Entry skills, Analytical skills, Problem solving, Communication skills
Credentials: high-school diploma or equivalent
Job Description:
Intake Client Specialist
Ankeny, IACorporate – Customer Care - Intake /Full-Time /Remote
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.
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
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
Our team members enjoy:
- Free Breakfast & Lunch
- Casual Dress Code
- Tiered growth path for promotion starting Day 1
- Eligible for Referral Bonuses starting Day 1
- Weekly paychecks
- PTO, 401k, & a Full benefits package
