Intake Client Specialist

The Intake Client Specialist manages a queue of incoming documents to create new clients, and update existing clients as needed in the Customer Relationship Management (CRM) system. This Specialist operates within a service level agreement managing speed to start entry while observing various agency specific handling procedures maintaining the highest level of accuracy for billing and compliance purposes.

• Review incoming Medical Service Authorizations and Medical paperwork to create new clients, update existing clients, and close accounts as needed
• Correspond and follow up with Agency Case Managers via email, State Portal Messaging, and phone calls for action items or needed information
• Troubleshoot and resolve account issues as required
• Coordinate with internal business partners including but not limited to Logistics, Customer Care, Billing, and Compliance
• Assist other departments for Intake-related inquiries

• 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 problem solve issues in a timely manner
• Ability to navigate multiple computer systems, applications, and utilize 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 in both a team and individual environment
• Sincerity and passion for helping people
• Prior experience adhering to company policies and showing core values

• Some college experience or equivalent
• Medical Billing terminology

• Repetitive motions that include the wrists, hands and/or fingers
• Sedentary work that primarily involves sitting, remaining in a stationary position for prolonged periods
• Visual perception to perform job including peripheral vision, depth perception, and the ability to adjust focus

• Free Breakfast & Lunch
• Casual Dress Code
• Tiered growth path for promotion starting Day 1
• Eligible for Referral Bonuses starting Day 1
• Weekly paychecks
• PTO, 401k, & a Full benefits package

Company Overview

Mom’s Meals is a home-delivered meal service providing fully prepared, refrigerated meal solutions direct to homes nationwide for over 25 years. We provide seniors, patients recovering post-discharge and those managing a chronic condition with tailored nutrition solutions to manage their specific needs. If you are passionate about the well-being of others and have a strong sense of community, Mom’s Meals could be the place for you! We are a family operated business looking for fun, compassionate, and friendly people who want to make a difference in the lives of others.

EEO

Mom’s Meals complies with all applicable federal and state non-discrimination laws. All qualified applicants shall receive consideration for employment without regards to race, religion, national origin, ancestry, color, gender, age, disability, sexual orientation or military status.