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Intake Client Specialist (INTERNAL)

Ankeny, IA | Corporate | Customer Care - Intake | Full-Time

Summary

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.    

Position Responsibilities may include, but not limited to

    • 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

Required Skills and Experience

    • 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

Preferred Skills and Experience

    • Some college experience or equivalent
    • Medical Billing terminology

Physical Requirements

    • 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
Company Overview
 
Mom’s Meals is a home-delivered meal service providing fully prepared, refrigerated meal solutions direct to homes nationwide since 1999. 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.

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EEO Statement: Mom’s Meals provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, immigration status, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Equity and Diversity Statement: At Mom’s Meals, we recognize our team members possess a wealth of experience and talent beyond the technical requirements of a job. Our employees are amazing people who come from a wide variety of backgrounds—it’s what sets us apart and makes us stronger as a company. Diversity of experience and skills combined with passion and desire to help others is essential in our success. That is why we encourage team members from all backgrounds to apply to our open positions. Please contact us if you have questions or require accommodations during the interview process.

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