Source Job

US

  • Serve as the point of contact for new client referrals and guide families through the intake process.
  • Obtain insurance benefit information and assist families with understanding their plan details.
  • Collaborate with cross-functional team members to ensure optimal service delivery.

Microsoft Office Suite Customer Service Communication Skills

20 jobs similar to Bilingual Intake Associate (Remote)

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US 3w PTO

  • Make outbound calls to schedule new patient consultations from warm leads within 24 hours of receipt.
  • Answer patient questions and communicate the benefits of treatment in easy-to-understand ways to overcome objections.
  • Coordinate with territory sales representatives on leads that are unresponsive or have declined treatment.

Cranial Technologies is the world's only company completely dedicated to researching and treating plagiocephaly (flat head syndrome) and correcting infant ear shapes with non-invasive orthoses. It has successfully treated hundreds of thousands of babies and is a growing leader in pediatric cranial shaping.

US Unlimited PTO

  • Maintain ongoing caseload of individuals through the utilization of evidence based approaches to promote engagement and achievement of health goals
  • Use relationship-based strategies to support members with social support navigation, understanding that many may have lived personal experiences causing them to be initially hesitant or distrusting of the health care system
  • Conducts periodic telephonic and SMS outreach to ensure timely follow-up to members

Pair Team is an innovative, mission-driven company reimagining how Medicaid and Medicare serves underserved populations. As a tech-enabled medical group, they deliver whole-person care by partnering with organizations deeply connected to communities.

US

  • Communicate with patients via phone, email and text messaging.
  • Verify insurance and confirm appointment details.
  • Collaborate with internal teams to support a seamless patient experience.

Metro Vein Centers specializes in state-of-the-art vein treatments, with a mission to improve people’s quality of life. With over 60 clinics across 7 states and a Net Promoter Score (NPS) of 93, they deliver compassionate, results-driven care.

US

  • Connect with customers via phone/email/chat/and or social media to resolve their questions or concerns.
  • Calmly attempt to resolve and de-escalate any issues.
  • Escalate interactions when necessary and appropriate.

TP is a global, digital business services company that delivers advanced, digitally powered business services. They have more than 500,000 employees and aim to support their communities, clients, and the environment.

US 4w PTO

  • Support both English and Spanish speaking customers by delivering clear, professional, and empathetic communication across warm inbound leads, and email interactions.
  • Build genuine trust and rapport with pet parents by utilizing a consultative approach to understand their unique needs and recommend appropriate coverage solutions.
  • Educate potential customers on the value and benefits of Trupanion coverage to empower informed decision-making.

Trupanion is a leading provider of medical insurance for cats and dogs in North America with a mission to help loving, responsible pet owners budget and care for their pets. At Trupanion, they offer a collaborative, casual, and pet-friendly environment where everyone is encouraged to be themselves.

US 2w PTO

  • Serve as the first point of contact for families seeking behavioral health treatment during after-hours, providing empathetic support and guidance.
  • Conduct initial phone assessments to understand client needs and use active listening to build rapport with families.
  • Accurately document all interactions in Salesforce CRM and coordinate with internal teams to ensure seamless care transitions.

Embark Behavioral Health provides behavioral health treatment programs, offering hope and healing to families. It is an organization committed to diversity and enriching therapeutic experiences for its community.

Global

  • Act as the primary gatekeeper for all inbound communication, ensuring a professional and welcoming first impression.
  • Process insurance payments and handle basic billing inquiries.
  • Maintain clear communication between the client and the internal production team.

Savvital provides diversified services to small and medium-sized businesses in the international market. Their team of educated experts are motivated individuals excited to handle tasks that can bring capacity to your workday.

  • Responds to business phones, directs callers, schedules client appointments, and addresses voicemail messages within 24 hours.
  • Responds to virtual chat, directing participants to appropriate resources via referral or direct engagement.
  • Engages with a system-wide referral database, creating referrals for a diversity of internal and external partners.

Equus Workforce Solutions provides workforce development services in North America. They focus on the development, design, and delivery of demand-driven workforce solutions and have a dedicated and passionate team, offering extensive learning opportunities and networking programs.

$90,000–$90,000/yr
US

  • Manage a caseload of ECM members with complex behavioral health needs.
  • Conduct in-person home visits and community-based meetings.
  • Utilize brief behavioral health therapeutic interventions as necessary.

Zócalo Health is a tech-enabled, community-oriented primary care organization serving people who have historically been underserved by the one-size-fits-all healthcare system. Founded in 2021, Zócalo Health is backed by leading healthcare and mission-aligned investors and is scaling rapidly across states and populations.

Mexico LATAM

  • Manage inbound and outbound calls
  • Resolve customer concerns effectively and efficiently
  • Build sustainable relationships and trust with customer accounts through open and interactive communication

Wing is redefining the future of work for companies worldwide. They aim to be a one-stop shop for companies looking to build world-class teams & place their operations on autopilot.

$17–$17/hr
US

  • Answer incoming calls for new claims
  • Make outgoing calls for messages received regarding new claims
  • Enter new claim information into the client website

ClaimsPro LP is an international programs group that handles a variety of claims including auto physical damage and property damage. They are Canada's largest privately owned provider of insurance services empowering employees with the tools and technology to provide clients with the highest quality of service.

US

  • Initiate courtesy calls to clients upon case assignment, providing detailed explanations of the reduction process.
  • Meticulously log phone calls, case statuses, and documents into the online document management software.
  • Ensure the efficient linkage of releases onto Litify, confirming PIP benefits, and validating damages with a complete provider list.

The Ward Law Group is recognized as one of the Best Places to Work. They serve their community with compassion and excellence, empowering employees to deliver real results for clients and values faith, accountability, leadership, loyalty, and service.

  • Answer incoming calls and initiate outbound calls.
  • Create interest in reverse mortgage program and qualify customer.
  • Transfer interested and qualified customer to sales team and create appointments.

Longbridge helps seniors unlock the power of their home equity, aiming to help older homeowners make the most of their assets so they can live the retirement they imagined. They have been named a Great Place to Work® three years in a row, providing careers that grow with their team members.

US

  • Plan, direct, and evaluate potential patients through assigned referral system.
  • Establish consistent communication with admitting hospitals to ensure a best-in-class admission process for patients, families, and NPH team members.
  • Build a positive relationship with physicians, physician office staff, and hospitals to help market facilities and their services.

NeuroPsychiatric Hospitals (NPH) is a national leader in behavioral healthcare, specializing in patients with acute psychiatric and complex medical needs. With locations in Indiana, Michigan, Texas, and Arizona, they’re expanding access to our unique model of care across the United States.

US

  • Handle inbound and outbound customer service calls, including de-escalations to the best of your abilities with our clients placing their meal order.
  • Address questions, and provide exceptional customer service; input order information into the appropriate client order screen.
  • Contact case managers via telephone, email, and/or fax when a special situation arises regarding one of their clients.

Mom's Meals is a home-delivered meal service providing fully prepared, refrigerated meal solutions direct to homes nationwide since 1999. They are a family operated business looking for fun, compassionate, and friendly people who want to make a difference in the lives of others.

LATAM

  • Contact potential customers to create a pipeline of leads.
  • Engage and build rapport with potential customers to determine their needs.
  • Schedule sales demos and meetings with business owners.

Wing is redefining the future of work for companies worldwide. They aim to be the one-stop shop for companies looking to build world-class teams and automate their operations.

Global

  • Support client consultations, lead follow-up, onboarding, and customer support activities.
  • Conduct phone and virtual consultations and explain the credit repair process.
  • Follow up with warm leads and assist with outbound lead follow-up activities.

20four7VA connects businesses with virtual assistants. They offer various open roles, free training, constant support, and a vibrant community.

US

  • Answer inbound calls and schedule service appointments
  • Respond to customer requests (email, webchat, text) to resolve issues
  • Maintain and update customer database with complete and accurate information

T3 Services Group is transforming the trades one customer at a time with their top notch residential HVAC, Plumbing, & Electrical services. They operate under a philosophy of running their business in new and unconventional ways that elevate the experience customers have when they enter their home.

United States

  • Manage the Co-CEO's calendar, appointments, and scheduling across multiple priorities.
  • Build and maintain Excel trackers, reports, and operational spreadsheets while tracking action items and deadlines.
  • Prepare agendas, meeting notes, and recap summaries for internal meetings and handle day-to-day administrative tasks.

Adolescent Wellness Academy and Principles Recovery Center are behavioral health organizations committed to transforming the lives of adolescents and adults through compassionate, evidence-based care. The company values its people as much as the mission itself, fostering a team-first culture.

Canada

  • Assist clients with their home and auto insurance needs, answering questions and providing documentation.
  • Proactively reach out to clients regarding their policies to ensure their needs are being met.
  • Communicate effectively via phone, email, and SMS with potential clients to build trust and deliver outstanding customer service.

YouSet is revolutionizing the insurance industry by combining technology, data, and human expertise. They’re on a mission to build the most user-friendly and highly rated insurance platform in Canada and have helped over 250,000 users shop for insurance.