Source-listed Job

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

Job Remote Source description available
Momsmeals Source published Oct 20, 2026 Source retrieved Oct 20, 2026
Source: Momsmeals (lever) · A retrieval date records when our system last obtained the source record. It does not guarantee the vacancy is still open or that every detail has been independently checked.
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EmploymentFull-Time
Work modeRemote / location-flexible

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 (DATE).

You must be able to come onsite to our (LOCATION) office day 1 of employment for orientation.

Last Updated: 10/1/2026

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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