Benefit Intake Specialist

TEKsystems•Dallas, TX

1d•$22 - $24•Hybrid

About The Position

The Benefits Intake Specialist is responsible for managing the initial patient referral and benefits verification process. This role serves as a key liaison between patients, healthcare providers, and insurance payers, ensuring coverage requirements are met, documentation is complete, and referrals move forward efficiently.

Requirements

High school diploma or equivalent required
Minimum of 2 years’ experience in benefits verification, patient intake, reimbursement support, or a related healthcare role
Working knowledge of commercial insurance plans, Medicare, and Medicaid
Strong attention to detail and excellent organizational skills
Effective verbal and written communication skills
Proficiency with healthcare systems, EMRs, and/or CRM platforms
Ability to work independently while collaborating within a cross‑functional team environment

Responsibilities

Receive, review, and process patient referrals and intake documentation accurately and timely
Verify insurance coverage, eligibility, and benefits with commercial, Medicare, and Medicaid payers
Clearly communicate coverage details, financial responsibility, and next steps to patients and providers
Collaborate cross‑functionally with reimbursement, clinical, and operations teams to resolve intake‑related issues
Ensure accurate and timely data entry within CRM and case management systems
Track referral progress, including following up on pending authorizations and missing or incomplete documentation
Maintain organized records and ensure compliance with internal and payer requirements
Serve as a point of contact for intake‑related questions from internal teams and external partners