Customer Service – Intake Specialist

This is a fully remote position, open to applicants in Iowa, +1 more state.

📋 Description

• Manage both inbound and outbound communications via calls, emails, and faxes in a professional and timely manner.

• Provide outstanding customer service and support in every interaction.

• Process intake for all referrals, including those for State-Funded/Medicaid programs.

• Create new client accounts and update existing account and billing information.

• Follow up on outstanding items to ensure prompt resolution.

• Conduct precise data entry across various systems and portals.

• Offer assistance to team members as needed to support overall operations.

• Scan and maintain documentation in compliance with company procedures.

• Inform leadership of any delays or issues affecting deadlines.

• Uphold strict confidentiality regarding client and business information.

• Troubleshoot and resolve issues related to accounts.

• Execute additional tasks as assigned by leadership.

⛳️ Requirements

• High School Diploma or GED is required.

• Preferred 1–3 years of experience in a call center or customer service role.

• Proficiency in Microsoft Office Suite (Word, Excel, Outlook).

• Excellent verbal and written communication skills.

• Strong typing skills with a high degree of accuracy and general computer proficiency.

• Ability to independently troubleshoot minor computer and technical issues.

• Capability to multitask, prioritize, and work efficiently in a fast-paced environment.

• High attention to detail and strong problem-solving skills.

• Reliable high-speed internet connection suitable for remote work.

• Dedicated, quiet home workspace that is free from distractions.

• Ability to utilize multiple systems and applications simultaneously.

• Comfort working with email management systems and internal ticketing or request platforms.

• Capability to troubleshoot basic technical issues independently or with IT support.

• Must be available to work Monday through Friday during business hours between 7AM EST and 5PM EST.

🏝️ Benefits

• 100% remote work.

• Multiple shifts available.

• Monday through Friday business hours between 7AM EST and 5PM EST.

• Equal Opportunity Employer.

• Drug-free workplace.

• E-Verify participation.