Intake Specialist – Insurance Verification

This is a fully remote position, open to applicants in United States.

📋 Description

• Analyze medical records, clinical documentation, and payer guidelines to assess patient eligibility, qualification status, and compliance before service delivery.

• Engage with patients regarding their financial responsibilities, collect payments when necessary, and accurately document all interactions.

• Reach out to patients when documentation fails to meet payer requirements, offering updates and alternative options to ensure timely care.

• Collaborate with referral sources, physicians, and clinical teams to secure complete and compliant documentation.

• Utilize in-depth knowledge of payer requirements to guarantee compliant service delivery.

• Maintain precise and timely documentation of patient information and communications using electronic systems.

• Process referrals within designated timeframes while adhering to productivity and quality standards.

• Work with leadership to ensure that the appropriate inventory and services are selected and scheduled.

• Coordinate with sales, insurance verification, and internal support teams to streamline referrals and intake processes.

• Navigate various EMR and online systems to obtain and manage required documentation.

• Ensure the correct shipping and delivery methods are chosen in accordance with company guidelines.

• Respond to incoming calls promptly and provide professional assistance to patients and referral sources.

• Participate in on-call rotations during non-business hours as per company policy.

• Contribute to team operations and quality standards by adhering to company policies and procedures.

• Carry out other related tasks as assigned.

⛳️ Requirements

• A minimum of one (1) year of relevant work experience is required.

• High School Diploma or an Associate’s degree in a related field such as Healthcare Administration or Business Administration, or equivalent work experience is necessary.

• Experience in management, administrative roles, clerical work, insurance, billing, claims, call centers, or customer service is preferred but not mandatory.

• Experience within a healthcare organization, pharmacy, HME, medical supply company, or Medicare-certified environment is advantageous but not essential.

• Strong verbal and written communication skills are required, along with analytical, problem-solving, and decision-making abilities that demonstrate attention to detail.

• Capability to multi-task effectively in a fast-paced environment.

• Proficient computer skills, especially in Microsoft Office and healthcare systems, are a plus.

• Willingness to learn new technologies and navigate multiple systems comfortably.

• Ability to work independently while adhering to established procedures and directives.

• A background check conducted by the company is required for all positions.

• Clinical roles necessitate valid licensure or certification, where applicable.

🏝️ Benefits

• Competitive Compensation and Incentives.

• Comprehensive Total Rewards & Benefits.

• Support, Development, and Advancement Opportunities.

• Comprehensive medical, dental, and vision coverage (eligible from the first of the month following hire).

• 401(k) plan with company match.

• Paid Time Off Plans that include 6 paid holidays.

• Employee Stock Purchase Plan.

• Paid Parental Bonding Leave.

• Short and Long-term Disability Insurance.

• Life and AD&D Insurance.

• Flexible Spending Accounts (FSA) and Health Savings Accounts (HSA).

• Access to CVS Minute Clinic and Teledoc services.

• Spousal Advantage Reimbursement Plan.

• Identity Theft Protection and Legal Plan.