Job Summary:
We are seeking a motivated and detail-oriented Client Intake Specialist to join our team. The ideal candidate will be responsible for reaching out to potential clients, guiding them through the onboarding process, verifying insurance benefits, and ensuring ongoing client satisfaction. This position requires excellent communication skills, attention to detail, and the ability to manage multiple tasks efficiently.
Key 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.
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Are you passionate about helping others and looking to make a real impact? Join our team at Lakewood, NJ as a Spanish Speaking Client Intake Coordinator! We’re excited to welcome an organized and vibrant individual who loves connecting with people. In this crucial role, you'll be the first point of contact for our potential clients, guiding them through our services with empathy and patience. You’ll start by reaching out to potential clients through calls and emails, introducing our array of services while collecting essential preliminary information. Your excellent communication skills will shine as you assess clients’ needs and schedule that all-important initial consultation. As you transition clients through the onboarding journey, you'll collect and verify critical documentation, ensuring that everything from insurance details to personal records is spot-on. But your role doesn’t stop there! You’ll also liaise with insurance providers to validate coverage and benefits, making sure our clients fully understand their options. Your attention to detail and ability to juggle various tasks will play a big part in keeping everything running smoothly. Plus, with a competitive hourly rate of $25 to $30, and great benefits like health insurance, a 401k match, and generous PTO, you’ll be well taken care of while making a difference in someone's life every day. If you're ready to take on this fulfilling position where your skills will truly shine, we can’t wait to hear from you!
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