Intake Specialist Jobs

About The Position

Requirements

• excellent communication skills
• attention to detail
• ability to manage multiple tasks efficiently

Responsibilities

• Client Outreach: Reach out to potential clients via phone, email, and other communication channels to introduce services and gather preliminary information.
• Assess the client’s needs and provide relevant information to help them make informed decisions about our services.
• Schedule initial consultations or appointments as needed.
• Client Onboarding: Collect and verify required documentation from clients, including insurance information, personal details, and medical records (if applicable).
• Create and maintain accurate client profiles in the system.
• Guide new clients through the onboarding process, ensuring they understand the next steps and expectations.
• Coordinate with relevant departments to ensure a smooth transition for clients into active service.
• Insurance Benefits Verification: Contact insurance providers to verify client coverage, eligibility, and benefits.
• Communicate clearly with clients about their insurance coverage, including what is covered and any out-of-pocket expenses.
• Resolve any issues or discrepancies related to insurance coverage by liaising with insurance providers.

Benefits

• Health Insurance
• Life
• Dental
• vision insurance
• 401k match
• 6 holidays
• 10 days PTO