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. 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