Intake Client Specialist

Mom's Meals • Ankeny, IA

3d • Remote

About The Position

The Intake Client Specialist manages incoming documents to create new clients and update existing client records in the Customer Relationship Management (CRM) system. The role works within service-level agreements to support timely service starts while following agency-specific procedures and maintaining accuracy for billing and compliance.

This is a fully remote position for applicants located in Iowa. The employee must attend orientation onsite at the Ankeny office on the first day of employment. The stated schedule is 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; PTO and benefits are available after 30 days of employment. The position is stated to start Monday, November 16th, but 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 independently.
• 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 via Ethernet using cable modem/service or fiber optic; satellite, 4/5G, and DSL connections are not accepted.
• Must have a quiet workspace free from distractions.

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 regarding action items or required 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.

Benefits

• Referral bonus eligibility starting on Day 1.
• Weekly paychecks.
• PTO.
• 401(k).
• Full benefits package available after 30 days of employment.

What This Job Offers

• Job Type: Full-time
• Education Level: High school or GED