Customer Intake Specialist – Extended Coverage Representative

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

📋 Description

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

• Confirm the accuracy of information provided on order forms.

• Engage with customers or referring sources as necessary.

• Utilize healthcare portals to retrieve customer information required during the intake process.

• Input orders and pertinent information into the tailored system.

• Update existing customer records when informed of modifications.

• Terminate customer accounts or services when necessary.

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

• Monitor various queues for new orders, updates to customer records, service cancellations, and other intake communications.

• Analyze communications critically to ascertain the necessary actions prior to processing tasks or data entry.

• Identify missing or inaccurate information and take appropriate measures to rectify and process orders.

• Handle inbound evening calls from members wishing to enroll in eligible Medicare Advantage services.

• Operate independently and sustain productivity during evening hours with minimal or no direct managerial oversight.

• Collaborate with the Intake team and other departments effectively.

⛳️ Requirements

• Must be legally permitted to work in the United States without requiring employer sponsorship now or in the future.

• Minimum of an associate degree in a healthcare-related field (preferred).

• Required proficiency in the Microsoft Office suite of applications.

• Ability to type a minimum of 40 WPM.

• Must complete all daily tasks assigned.

• Must be detail-oriented.

• Ability to adapt to changes effectively.

• Intelligent individual with strong oral and written communication skills.

• Critical thinker - capable of identifying when information is missing or incorrect.

• Accurate and organized - involved in heavy data entry of crucial information.

• Friendly phone demeanor - will interact directly with both customers and referring sources.

• Team player - will collaborate with the Intake team and other departments daily.

• Punctual and dependable with a professional appearance and demeanor.

• Compliance with HIPAA guidelines is mandatory.

🏝️ Benefits

• Health Care Plan (Medical, Dental & Vision)

• Paid Time Off (Vacation & Public Holidays)

• Short Term & Long Term Disability

• Retirement Plan (401k)