About The Position

For ambitious, culturally diverse, curious minds seeking booming careers, Job Duck unlocks and nurtures your potential. We connect you with rewarding, remote job opportunities with US-based employers who recognize and appreciate your skills, allowing you to not just survive but thrive. As a lifestyle company, we ensure that everybody working here has a fantastic time, which is why we’ve earned the Great Place to Work Certification every year since 2022! Job Description: Join Job Duck as an Intake Case Coordinator and become an essential part of a dynamic team dedicated to delivering exceptional client support. In this role, you will manage critical communications with providers, verify balances, and ensure accurate documentation to keep cases moving efficiently. Your ability to stay organized and maintain professionalism will directly impact client satisfaction and operational success. This position is ideal for someone who thrives in a fast-paced environment, enjoys problem-solving, and values clear, empathetic communication.

Requirements

  • Minimum of 1 year of experience in a client-facing role, such as customer service or sales.
  • Advanced/native-level English skills (both written and spoken)
  • Strong attention to detail and organizational skills
  • Excellent verbal and written communication
  • Emotional maturity and ability to handle sensitive information
  • Empathetic and professional demeanor
  • Ability to work independently and as part of a team
  • Comfortable with CRM systems and VoIP tools
  • Location: Virginia (Remote support for U.S.-based office)
  • Time Zone: Eastern Standard Time (EST)
  • Office Hours: Monday to Friday 8:30 AM – 5:30 PM EST
  • Software/Tools:
  • CRM: Neos
  • VoIP: Intermedia
  • Internal Communication: Neos, Zoom
  • Email: Neos
  • Calendar: Neos
  • Intel i5 or better CPU (i5/i7/i9) or AMD Ryzen 5 series
  • 8GB RAM (16GB recommended)
  • Windows 11
  • Internet speed of 15 Mbps upload and download
  • Headset with microphone (laptop webcam microphones are not acceptable)
  • Apple’s macOS is not supported

Responsibilities

  • Contact providers on behalf of clients to request and review outstanding invoices and verify balances
  • Coordinate timely follow-ups with stakeholders
  • Negotiate with providers on behalf of clients after training period
  • Confirm insurance coverage applicability for clients
  • Accurately document all findings and interactions in the CRM system
  • Participate in daily, weekly, and monthly team meetings
  • Maintain professionalism and empathy in all client and provider interactions
  • Communicate with multiple providers and consolidate inquiries for efficiency
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