Customer Intake Specialist

Medical Guardian

About The Position

MedScope, a division of Medical Guardian, is seeking a responsible, organized multitasker to join its Customer Intake Department. The role processes new orders received by phone, fax, or email using a customized company system. It includes verifying order information, contacting customers or referring sources when needed, using healthcare portals and online resources to locate information, entering orders and related details, updating customer records, cancelling accounts, and responding to customers and care managers by phone and email. The role requires teamwork across departments and compliance with HIPAA guidelines when handling confidential health information. This is a full-time position with a daily schedule of 9:00 a.m.–5:00 p.m. ET, paying $21 per hour. Permanent residency in PA, DE, GA, MI, NC, TX, NJ, or FL is required. Candidates must be authorized to work in the United States without current or future visa sponsorship and must successfully complete a background check and FBI fingerprinting.

Requirements

Proficiency with the Microsoft Office suite of applications.
Ability to type at least 40 words per minute.
Ability to complete assigned daily tasks.
Strong attention to detail and organizational skills.
Ability to adapt to changes.
Excellent oral and written communication skills.
Critical-thinking ability to identify missing or incorrect information.
Friendly phone demeanor when communicating with customers and referring sources.
Punctuality, reliability, and a professional appearance and demeanor.
Ability to work as part of a team across departments.
Authorization to work in the United States without current or future need for visa sponsorship.
Successful completion of a background check and FBI fingerprinting.
Permanent residency in PA, DE, GA, MI, NC, TX, NJ, or FL.

Nice To Haves

Associate degree in a healthcare-related field (preferred).

Responsibilities

Monitor queues throughout the day for intake communications, including new orders, customer record updates, and service cancellations.
Review communications critically to determine the required action before completing tasks or entering data into the company database.
Use healthcare portals and online resources, when applicable, to find information needed to process new orders.
Identify missing or incorrect information and take the steps needed to correct and process orders.
Make necessary changes to existing customer records and cancel service when needed.
Answer phone calls and emails daily from customers and care managers.
Complete assigned daily tasks.
Work collaboratively with the Intake team and other departments.
Handle confidential health information in compliance with HIPAA guidelines.