Intake Client Specialist

As the Intake Client Specialist, you'll play a pivotal role in managing client data and ensuring accuracy within the CRM system. Responsibilities include:

• Reviewing incoming Medical Service Authorizations and paperwork.
• Creating new client profiles and updating existing accounts.
• Closing accounts as needed.

Communication and Collaboration:

• Correspond and follow up with Agency Case Managers via email, State Portal Messaging, and phone calls.
• Coordinate with internal business partners including Logistics, Customer Care, Billing, and Compliance.
• Assist other departments for Intake-related inquiries.

Problem Solving and Technical Skills:

• Troubleshoot and resolve account issues as required.
• Navigate multiple computer systems, applications, and utilize search tools to find information.
• Prioritize tasks, meet deadlines, and maintain high production and quality standards in a fast-paced environment.