[Remote] Intake Client Specialist

Note: The job is a remote job and is open to candidates in USA. Mom's Meals is a home-delivered meal service providing tailored nutrition solutions for seniors and patients. The Intake Client Specialist manages incoming documents to create and update client records in the CRM system, ensuring accuracy for billing and compliance purposes.

Responsibilities

• Review incoming Medical Service Authorizations and Medical paperwork to create new clients, update existing clients, and close accounts as needed
• Correspond and follow up with Agency Case Managers via email, State Portal Messaging, and phone calls for action items or needed information
• Troubleshoot and resolve account issues as required
• Coordinate with internal business partners including but not limited to Logistics, Customer Care, Billing, and Compliance
• Assist other departments for Intake-related inquiries

Skills

• High school diploma or equivalent
• Basic Microsoft Office skills
• Previous Data Entry skills
• Strong analytical skills with high attention to detail and accuracy
• Ability to problem solve issues in a timely manner
• Ability to navigate multiple computer systems, applications, and utilize search tools to find information
• Strong verbal, written, and interpersonal communication skills
• Ability to prioritize, meet deadlines, and adjust as needed in a fast paced environment
• Ability to achieve high production and quality standards
• Ability to work effectively in both a team and individual environment
• Sincerity and passion for helping people
• Prior experience adhering to company policies and showing core values
• Must have a wired internet connection using an ethernet port. Broadband internet wired to the home is required - Cable Modem/service or Fiber Optic. No Satellite, 4/5G, or DSL circuits
• Must have a quiet workspace that is free from distraction
• Some college experience or equivalent
• Medical Billing terminology

Benefits

• Free Breakfast & Lunch
• Casual Dress Code
• Tiered growth path for promotion starting Day 1
• Eligible for Referral Bonuses starting Day 1
• Weekly paychecks
• PTO, 401k, & a Full benefits package

Company Overview