Customer Intake Specialist

This is a fully remote position, open to applicants in Florida, +5 more states.

📋 Description

• Enter new customer orders received through phone, fax, or email into the tailored system.

• Confirm details on order forms.

• Communicate with customers or referring sources as necessary.

• Utilize healthcare portals and online resources to access customer information.

• Input orders and pertinent information into the tailored system.

• Update existing customer records when modifications are reported.

• Cancel customer accounts or services as required.

• Respond to calls and emails from customers and care managers on a daily basis.

• Monitor Intake communication channels for new orders, record updates, and service cancellations.

• Thoroughly review communications to determine necessary actions.

• Identify any missing or incorrect information and take appropriate steps to rectify and process orders.

• Collaborate across departments while adhering to HIPAA regulations and managing confidential health information.

⛳️ Requirements

• A minimum of an associate degree in a healthcare-related field is preferred.

• Required proficiency in the Microsoft Office suite of applications.

• Candidates must be eligible to work in the United States without the need for current or future visa sponsorship.

• A successful background check and FBI fingerprinting must be completed.

• Ability to type a minimum of 40 words per minute.

• Must fulfill daily assigned tasks.

• Attention to detail is essential.

• Ability to adapt to changes effectively.

• An intelligent individual with strong oral and written communication skills.

• A critical thinker with the capability to identify missing or incorrect information.

• Must be accurate and organized, with a focus on heavy data entry of important information.

• A friendly phone demeanor is necessary, as there will be direct contact with both customers and referring sources.

• A team player who will collaborate with the Intake team and other departments on a daily basis.

• Punctuality and reliability are crucial, along with a professional appearance and demeanor.

• Permanent residency in PA, DE, GA, MI, NC, TX, NJ, or FL is required.

🏝️ Benefits

• Health Care Plan (Medical, Dental & Vision)

• Paid Time Off (Vacation & Public Holidays)

• Short Term & Long Term Disability

• Retirement Plan (401k)