Overview
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
Full job description
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.
This is a fully remote position. Employees must be located in Iowa (applicants outside of Iowa will not be considered).
The starting wage is $17.00/hour with weekly pay, PTO, and benefits available after 30 days of employment.
Work hours are Monday-Friday 8:00am-5:00pm with the potential of overtime.
This position will start on Monday, October 12th, 2026. You must be able to come onsite day 1 of employment for orientation.
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 Must have a wired internet connection using an ethernet port. Broadband internet wired to the home is required - Cable Modem/service or Fiber Optic. No Satellite, 4/5G, or DSL circuits Must have a quiet workspace that is free from distraction
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
Eligible for Referral Bonuses starting Day 1 Weekly paychecks PTO, 401k, & a Full benefits package
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