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 customized system.

• Verify the information provided on order forms.

• Communicate with customers or referring sources as necessary.

• Navigate healthcare portals to access customer information during the intake process.

• Input orders and pertinent details into the customized system.

• Update existing customer records upon notification of changes.

• Cancel customer accounts or services when required.

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

• Monitor queues for new orders, updates to customer records, and service cancellations.

• Critically review communications to determine necessary actions.

• Identify and rectify missing or incorrect information to process orders efficiently.

• Handle inbound calls from members interested in opting into eligible Medicare Advantage services.

• Work autonomously and sustain productivity during evening hours with limited or no direct managerial oversight.

⛳️ 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 is preferred.

• Proficiency in the Microsoft Office suite is essential.

• Ability to type a minimum of 40 WPM.

• Must complete daily tasks assigned.

• Attention to detail is crucial.

• Ability to adapt to changes effectively.

• Intelligent individual possessing excellent oral and written communication skills.

• Critical thinker – capable of identifying missing or incorrect information.

• Accurate and organized, with a focus on heavy data entry of essential information.

• Friendly phone demeanor, as direct contact with customers and referring sources is required.

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

• Punctual and dependable, maintaining 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)