Intake Client Specialist

Mom's Meals•Ankeny, IA

1d•Remote

About The Position

The Intake Client Specialist manages a queue of incoming documents to create new clients and update existing clients in the Customer Relationship Management (CRM) system. The role operates within a service level agreement to support timely client entry while following agency-specific handling procedures and maintaining accuracy for billing and compliance. This is a fully remote position, and employees must be located in Iowa. The employee must also attend orientation onsite at the Ankeny office on the first day of employment. Work hours are Monday through Friday, 8:00 a.m. to 5:00 p.m., with potential overtime. The starting wage is $17.00 per hour, paid weekly, with PTO and benefits available after 30 days of employment. The position is scheduled to start Monday, November 16th; no year is specified.

Requirements

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 solve problems in a timely manner.
Ability to navigate multiple computer systems and applications and use 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 both in a team and individually.
Sincerity and passion for helping people.
Prior experience adhering to company policies and demonstrating core values.
Must be located in Iowa.
Must have a wired home internet connection using an Ethernet port; broadband service must be Cable Modem/service or Fiber Optic. Satellite, 4/5G, and DSL circuits are not accepted.
Must have a quiet workspace free from distraction.

Nice To Haves

Some college experience or equivalent.
Medical billing terminology.

Responsibilities

Review incoming Medical Service Authorizations and medical paperwork to create new client records, update existing clients, and close accounts as needed.
Correspond and follow up with Agency Case Managers by email, State Portal Messaging, and phone for action items or needed information.
Troubleshoot and resolve account issues as required.
Coordinate with internal business partners, including Logistics, Customer Care, Billing, and Compliance.
Assist other departments with Intake-related inquiries.