Intake and Triage Specialist

This is a fully remote position, open to applicants in North Carolina.

📋 Description

• Ingest documents into the OnBase document management system.

• Classify documents in OnBase based on document type, program guidelines, and work instructions.

• Accurately and efficiently enter data from ingested documents into Lynk.

• Escalate incomplete and urgent documents to the Supervisors.

• Inform the Supervisor when OnBase is out of service.

• Alert the Supervisor about significant increases in the document queue.

• Review documents to identify any missing or incorrect information.

• Communicate trends related to missing information or non-conforming materials.

• Report Adverse Events and Product Complaint inquiries in accordance with client procedures.

• Carry out tasks assigned by the manager.

⛳️ Requirements

• A Bachelor’s degree is strongly preferred or equivalent experience is required.

• Customer service and healthcare industry experience is preferred but not mandatory.

• Must be able to work an 8.5-hour shift between 8 am and 8 pm, Monday to Friday.

• Remote work eligibility is subject to work-from-home criteria and business needs.

• Detail-oriented.

• Exceptional data entry speed.

• Strong keyboard skills.

• Basic computer knowledge.

• Ability to accept feedback and coaching.

• Capacity to follow processes timely and accurately.

• Ability to perform routine tasks consistently throughout the workday.

• Capability to sit for extended periods.

• Effective multitasking skills.

• Ability to recognize emotions and their impacts.

• Maintain honesty and integrity.

• Take responsibility for performance.

• Adaptable and flexible in the face of change.

• Innovative and receptive to new ideas.

• Achievement-oriented and committed to continuous improvement.

• Align with group or organizational goals.

• Show initiative and persistence in pursuing objectives.

• Service-oriented towards patients and care partners.

• Clear and effective communication skills.

• Ability to type a minimum of 35 words per minute with 97% accuracy is preferred.

• Flexibility to travel as required is preferred.

• Successful completion of a background check and, depending on the position, a drug screening is required.

🏝️ Benefits

• Medical, dental, and vision plans, including HSA- and FSA-eligible options, with Valeris contributing toward premium costs.

• Telehealth and Employee Assistance Program (EAP) services.

• Company match on Health Savings Account contributions.

• Free Basic Life and AD&D coverage equal to annual earnings, with a minimum of $50,000 and a maximum of $300,000.

• Company-paid Short-Term Disability coverage, with the option to purchase Long-Term Disability.

• 401(k) Retirement Savings Plan with 100% match on the first 5% contributed, with immediate vesting.

• Paid Time Off (PTO) and Sick Leave.

• Nine paid holidays plus two floating holidays.

• Opportunities for advancement and personal and professional growth.

• Challenging, stimulating work environment that encourages new ideas.

• Inclusive workplace and mission-driven culture.

• Background check and, depending on the position, drug screen required as a condition of employment.