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Eligibility specialist work from home jobs - 294 jobs

  • Remote Paralegal & Intake Specialist - Bilingual

    Roman Health Pharmacy LLC 3.9company rating

    Remote job

    A legal firm specializing in personal injury is looking for a Paralegal & Intake Specialist to manage pre-litigation cases. This 100% remote role requires empathy, detail-orientation, and strong communication skills. The ideal candidate will handle client intake, assess eligibility, and coordinate with medical providers, while providing exceptional service. Bilingual proficiency in Spanish and English preferred. Competitive salary of $680 - $810 per month. #J-18808-Ljbffr
    $680-810 monthly 2d ago
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  • Teen Parent Specialist I AM

    Archdiocese of San Antonio 3.3company rating

    Remote job

    Work Days: Tuesday thru SaturdayWork Hours: 6:30 a.m. to 2:30 p.m.Work Location: 1115 Mission Rd., San Antonio, TX 78210 Mission: Seton Home works to break the cycle of abuse and poverty by providing a caring home, education, and support services necessary to transform the lives of pregnant and parenting teen mothers and their children. Summary: Responsible for the overall wellbeing, care and supervision of adolescent mothers' ages 12- 18. Young adults 18-21 years old and their children ages 0-5 years old. The Teen Parent Specialist works in providing services to clients in a residential setting and applies trauma informed practices to provide a safe and caring environment. The Teen Parent Specialist is responsible for learning life skills and parenting curriculum and teach it to clients in their daily home-like environment. This role is authorized to take reasonable action necessary to carry out responsibilities assigned as long as such actions do not deviate from established organizational policies and are consistent with program guidelines and sound professional judgment. Position Responsibilities: *Plan, lead and implement parenting, educational, independent living skills, and recreational activities during your shift as assigned. * Build a positive relationship with each program participant and foster positive connections with mothers and their children. *Effectively manage the group of children assigned to you. Maintain and enforce agency policies and procedures to maintain youth rights and appropriate discipline. *Actively engage with participants with the goal of fostering positive and age appropriate development of each participant. Ability to meet deadlines and documentation completely and accurately in accordance with state licensing, contractors, and various funders. Conduct yourself in a professional manner as a representative of Seton Home with participants, staff, children, school staff and anyone who comes in contact with your role. Maintain positive culturally competent relationships with residents and staff. Required and responsible for documenting client progress and interactions via online database(s) Follow reporting and notification protocol for serious incidents. Adhering to safety training and protocols on a daily basis, and taking precautionary measure to ensure the safety and well-being of self, others. Responsible for administering medication, as needed, to residents and their children; Provide input into development of resident treatment and service plans as appropriate to your supervisor. Learn and practice DFPS Client Youth Rights, Minimum Standards, contractor and funder requirements. Assume responsibility for transportation when needed to airport, court, activities, hospital emergencies, and other appointments as needed and when transporter is not available. Responsible for the care of tender age children 0-5 in the event that the mother refuses to parent child. Maintain and uphold agency policies regarding professional boundaries with clients. Apply de-escalation techniques and Emergency Behavior Intervention techniques as trained. Gain a working knowledge of policies. Possess maturity, sense of confidence and emotional stability. Must be sensitive to the service population's cultural and socioeconomic characteristics. Responsible for protecting the confidentiality of any information or material obtained in the service with the organization to include but not limited to client names and information, services rendered to clients, donors names and gifts, internal and external investigations or results of any investigations, and financial information. Adherence to the Code of Conduct and the Faith and Moral is mandatory. Every employee is required to take a solution-oriented approach in their interactions and undertakings, as well as being a team member that promotes collaboration and commitment to the Mission and Vision of the organization. As a Seton Home employee, attendance and successful completion of New Employee Orientation and Training is mandated for the position. The inability to meet this requirement will conclude employment with the Agency. Other duties as assigned. Shift Specific Expectation & Responsibilities: Morning Routine Participate in shift transition to obtain information regarding resident's well-being, areas of concern, updates from the leadership team, etc. Conduct medical cart exchange between shift transition to verify medications are accounted for and have been administered and properly logged on the medication logs, etc. Administer prescribed and OTC medications to clients and their children, as needed Ensure that residents and their children are woken up with sufficient time to prepare for their day and inform them of any appointments, meetings or sessions scheduled for the day according to the program daily calendar Transport clients to where they need to be, as needed Supervise, interact and engage clients who are unable to attend school/work Teach resident life-skills through daily interactions and assist residents with tasks as necessary This may include room cleanliness, hygiene practices, how to wash clothes, healthy eating habits, etc. Ensure basic needs of all participants and their children are met Complete room and safety checks with the goal to maintain a safe physical environment for all participants of the program Document client progress and interactions/services provided via online database system(s) Document and notify shift supervisor of any serious incident occurrences Lead and participate in client activities that are assigned during your shift; ensuring to document participation status in resident Activity Logs Process new medication and discard expired or discontinued medication, as necessary or directed by supervisor Process and distribute requested needs such as hygiene products, clothing, toiletries, etc. and document accordingly and timely in agency database Complete transition report with oncoming shift Competencies Competency Description Adaptability Ability to adjust to changing conditions and remain committed to excellence. Communication Ability to effectively share information and ideas of various degree of difficulty and sensitivity through different means of communication and to diverse audiences. (Verbal and/or written) Critical Thinking Ability to actively and skillfully process and generate information and belief using a set of core skills - analysis, evaluation, inference, deductive reasoning, and inductive reasoning. De-escalation Ability to sense a potential or occurring crisis or volatile situation and engage in a manner that reduces the intensity or conflict. Empathy Ability to understand and share the feelings of another. Resilience Ability to deal effectively with pressure, and remain optimistic and persistent, despite challenging situations. Solution Oriented Ability to identify various challenges, think outside the box, be innovative, and formulate possible solutions. Stress Management Ability to remain focused and use emotional intelligence despite stressful situations and competing priorities. Teamwork Ability to listen and respond constructively with others fostering collaboration and team success. Technology Ability to apply technical knowledge and skills to solve a wide range of complex challenges, which may require innovation and attention to security of confidential information. Requirements Minimum Qualifications: * Education and Experience * Associate's Degree Preferred in a Human Services Field, Education, and Psychology etc. Minimum High School Diploma or GED. Physical Demands Frequency Lifting up to 20 to 40 pounds O Reach above shoulder height F Sitting F Reach below shoulder height F Walking F Driving F Running O Stooping F Standing C Pushing R Bending waist (forward or sideways) F Pulling O Balancing R Talking C Squatting R Hearing C Climbing R Crawling R Repetitive motions C Other: Disclaimer: This is not necessarily an exhaustive list of all responsibilities, skills, duties, requirements, efforts or working conditions associated with the job. While this is intended to be an accurate reflection of the current job, management reserves the right to revise the job description or to require that other or different tasks be performed when circumstances change (e.g., emergencies, changes in personnel, workload, etc.) This is a Grant funded position and salary is dependent on funding availability. Position can be eliminated at any time because of lack of funding to support this position. Seton Home is an Equal Opportunity Employer. To view this and other employment opportunities please visit our website at ******************** You must apply through our website and complete the application and upload your resume. No phone calls please. If you are chosen for an interview, you will be contacted. Salary Description $15.00
    $47k-71k yearly est. 6d ago
  • BIM Specialist

    Kodiak Construction Recruiting & Staffing

    Remote job

    HVAC/Plumbing Designer Location: Fort Worth, Tx | Schedule: Full-Time, On-Site We are a leading provider of commercial service and construction solutions in the North Texas area. Our team is expanding, and we're seeking an experienced HVAC/Plumbing Designer to join our on-site team. This is a hands-on, in-person role requiring close collaboration with project managers and field teams to deliver high-quality design and coordination for commercial projects. What You'll Do Design and coordinate mechanical ductwork and plumbing systems for commercial projects Collaborate with project managers to resolve design conflicts and document updates Produce accurate, detailed coordination drawings and submittals Attend meetings and visit job sites to ensure design accuracy and alignment Monitor progress, report changes, and support fabrication standards What You Bring Strong understanding of mechanical principles and Plumbing Code Ability to read and interpret drawings, specifications, and submittals Excellent coordination and time management skills Professional communication with internal and external partners Field experience as a sheet metal mechanic, foreman, or licensed plumber Availability to work full-time, on-site, Monday through Friday Flexibility to perform overtime work remotely as needed What You Can Expect Exceptional health, dental, and vision insurance (paid employee-only medical coverage) 401(k) match, paid time off, holiday pay, and annual incentive program Career growth opportunities in operations, sales, or leadership In-house and manufacturer-led training and development programs Stable, long-term work with a guaranteed 40-hour minimum work week Working Environment This position is 100% on-site during standard business hours, with the option to complete any overtime assignments remotely. You'll collaborate closely with project teams in a professional office setting and visit job sites as needed. Equal Opportunity Employer We are proud to provide equal employment opportunities to all employees and applicants, regardless of race, color, religion, sex, sexual orientation, gender identity, age, disability, or any other protected status.
    $44k-87k yearly est. 3d ago
  • Eligibility Specialist

    Midi Health

    Remote job

    Eligibility Specialist @ Midi Health: 👩 ⚕️💻 We are seeking a dedicated Eligibility Specialist to join our Revenue Cycle team. The ideal candidate will be responsible for verifying patient insurance coverage and ensuring eligibility for services, while also maintaining a smooth billing process. You will play a critical role in ensuring patients understand their coverage and financial responsibility before services are rendered by our clinicians. This role requires strong attention to detail, exceptional communication skills, and experience with systems like AthenaHealth, payer portals, and Zendesk. Business impact 📈 Accurately verify patient insurance coverage, benefits, and eligibility using systems like AthenaHealth and payer portals. Obtain and track pre-authorizations for services when required by the payer. Identify primary and secondary insurance coverage to ensure proper coordination of benefits and avoid future claim denials. Maintain accurate and up-to-date documentation of insurance verification outcomes in the system, ensuring billing compliance. Collaborate with billing specialists and patients to resolve eligibility-related issues, claim holds, or denials. In collaboration with Operations team, maintain proprietary insurance-provider mapping database to ensure billing compliance Notify patients of any discrepancies in coverage or issues with their insurance eligibility, providing patients with clear guidance and options. Ensure patient insurance information is correctly recorded and maintained for accurate billing and reimbursement. Conduct follow-up on pending insurance verifications to prevent delays in billing or service delivery. Use AthenaHealth, payer portals and other tools efficiently to confirm patient eligibility and verify coverage before appointments. What you will need to succeed: 🌱 Minimum of 2 years of experience in medical billing, front office, insurance verification, or eligibility-related roles. Proficient with AthenaHealth or another EHR, insurance payer portals and other eligibility verification systems. Must have eligibility experience with major commercial plans, across multiple states in a telehealth model Strong verbal and written communication skills, with the ability to explain complex insurance details to patients and internal team members. Proven ability to investigate, resolve, and prevent issues related to insurance verification and eligibility. High degree of accuracy in verifying patient data and maintaining records. Ability to thrive in a fast-paced, growing environment, while maintaining a focus on patient satisfaction and operational excellence. Who You Are: You are an organized and detail-oriented professional with a deep understanding of insurance policies and coverage verification. Your strong communication skills and problem-solving abilities allow you to de-escalate patient concerns and resolve insurance issues effectively. You are adaptable, proactive, and capable of managing multiple tasks while ensuring the accuracy and integrity of patient information. Your focus on teamwork and patient care makes you a key player in ensuring the revenue cycle runs smoothly and efficiently. What we offer: 100% remote opportunity Competitive compensation aligned with experience Comprehensive health benefits (medical and dental) Paid time off Paid holidays Hours: Full-time, 40-hour a week (Monday thru Friday) Pay: $20-23 hour (dependent on experience and location), non-exempt The interview process will include: 📚 Interview 1: Recruiter (30 min Zoom) Interview 2: Senior Manager, Revenue Cycle Operations & Manager of Revenue Cycle Operations (30 min Zoom) Interview 3: Director of Revenue Cycle Operations (30 min Zoom) #LI-MB1 Please note that all official communication from Midi Health will come from **************** email address. We will never ask for payment of any kind during the application or hiring process. If you receive any suspicious communication claiming to be from Midi Health, please report it immediately by emailing us at ********************. Midi Health is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status. Please find our CCPA Privacy Notice for California Candidates here.
    $20-23 hourly Auto-Apply 3d ago
  • Benefits Eligibility Specialist

    PGA Peck Glasgow

    Remote job

    Grow With Us! At Hilb Group, we recognize that our associates are our greatest asset. We promote a service-driven culture of high performance that encourages career and professional development. The Hilb Group is currently seeking a motivated and ambitious Benefits Eligibility Specialist to join our team. This position will report to our agency located in Cranston, RI. The ideal candidate will be motivated to succeed, is well organized, able to prioritize, and able to work well with a team. This is a remote or hybrid position. Responsibilities: Process employee benefit transactions (adds, terminations, coverage changes) across multiple Insurance enrollment platforms. Manage weekly EDI (Electronic Data Interchange) file feed discrepancy reports Respond to internal team inquiries regarding client eligibility with precision and professionalism. Send professional correspondence directly to clients upon processing completion. Accurately log transactions in our agency management system (BenefitPoint). Prioritize tasks and maintain data integrity in a deadline-driven environment. Navigate multiple software applications, chats, and calls simultaneously. Qualifications: Minimum high school degree Proficiency in Microsoft Office Suite (Word, Excel, Outlook, Teams). Excellent verbal and written communication skills. Highly organized with exceptional attention to detail. Collaborative team player with a growth mindset and eagerness to learn Background with Employee Benefits / Insurance preferred Processing eligibility changes/updates within carrier sites preferred Managing discrepancy reports from Insurance Data exchanges preferred Benefits: Company Paid Life Insurance, Long-Term and Short-Term Disability. Medical, Dental, Vision and FSA/HSA plans. 401(k) with company match. Additional voluntary benefits include Critical Illness, Accident Insurance, Hospital Indemnity and Supplemental Life Insurance, Legal and Identity protection, and Pet benefits. Generous PTO. An awesome team of professionals! The Hilb Group is an equal opportunity employer, and we actively support and comply with all applicable federal, state, and local laws prohibiting all forms of discrimination in employment. Additionally, we have a zero-tolerance policy for all forms of harassment in violation of federal, state, and local laws.
    $33k-41k yearly est. Auto-Apply 5d ago
  • Medicare & Medicaid Eligibility Specialist, Remote

    Centauri Health Solutions 4.6company rating

    Remote job

    As a Medicare/Medicaid Eligibility Specialist, you will advocate and assist low-income Medicare beneficiaries enrolled in a contracted health plan in the application and eventual requalification for government assistance programs. This will require you to project empathy over the phone to gain the applicant's trust and gain their consent for us to provide application assistance. You will then provide program qualifications and expertise to the applicant, manage outreach to government offices to the point of decision. The person performing this role must have a strong working knowledge of program qualification requirements spanning 50 states, 3 territories and hundreds of counties specific to Medicaid, Special Needs Programs (SNP), Low Income Subsidy (LIS) and the Medicare Savings Program (MSP). Role Responsibilities: Conducts telephonic outreach activities for members who need to apply or recertify and are potentially eligible for various Medicaid programs including the Medicare Savings Programs. Collaborates with government offices to ensure accurate application and recertification process. Secures documentation for Medicaid/MSP renewal applications if needed for members. Attention to detail by adhering to state requirements and securing supporting documentation. Meets daily, weekly, and monthly production goals. Must also meet quality standards by ensuring proper phone etiquette and adherence to scripts, state regulations, HIPAA compliance, meet ongoing corporate compliance standards, and make accurate and descriptive documentation. Participates as required in operational development programs. Monitor research changes with any state and federal regulatory requirements to adhere to strict compliance of all aspects of Medicare programs and Medicaid Outreach Operations. Demonstrates behaviors, actions, and attitudes that reflect our vision, mission and values. Performs other duties as assigned. Role Requirements: Medicare/Medicaid program experience, and experience with screening for Medicaid eligibility a strong plus Expertise and knowledge of Medicaid, Special Needs Programs (SNP), Low Income Subsidy (LIS) and the Medicare Savings Program (MSP) Strong working knowledge with Microsoft Office programs, and some experience with Excel. Excellent oral communication skills; ability to communicate with elderly individuals and governmental personnel 2-3 years related experience with direct consumer interaction Outstanding customer service and communication skills Strong organizational, analytical, critical thinking and customer service skills Ability to analyze and interpret governmental program criteria Ability to manage a fast-paced environment Must be able to navigate through multiple databases/monitors with a minimum typing speed of 45 wpm Telephone experience and ability to interact and decipher information via telephonic or correspondence inquires Strong subject matter expertise of Medicaid programs regulations and industry standards Case management experience or related experience / intermediate A compassionate and empathetic nature with a strong desire to help and make a difference Bachelor's or Associate's Degree a plus
    $35k-43k yearly est. 13d ago
  • Medicaid Eligibility Specialist - REMOTE - KS

    Conduent 4.0company rating

    Remote job

    Through our dedicated associates, Conduent delivers mission-critical services and solutions on behalf of Fortune 100 companies and over 500 governments - creating exceptional outcomes for our clients and the millions of people who count on them. You have an opportunity to personally thrive, make a difference and be part of a culture where individuality is noticed and valued every day. Must include a resume when applying Position is Remote - individual should reside in Kansas Tentative Start Date: (Early April) April 6, 2026 Hours: 8 - 4:30 pm CST Training length: approximately 10 weeks mandatory to include sandboxing ** No Time off during training Wage: Transaction Processing Associate III $17.25/hr, which may be below your state's minimum wage. Please take this into consideration when applying. Transaction Processing Associate III Bilingual - $17.75/hr, which may be below your state's minimum wage. Please take this into consideration when applying. Benefits Health benefits (medical, dental, vision) are available on the first day of employment. Paid time off is accrued after 180 days (about 6 months) of employment. Job Description: As part of the KanCare Clearinghouse Program, the Transaction Processing Associate III (ES) will perform a variety of duties. The position is responsible for gathering thorough documentation and entering information into various systems Essential duties may include, but are not limited to: Analyze the initial applications and reviews (for Family Medical programs) and supporting documentation provided by applicants to determine eligibility for federal and state medical assistance. Investigate the applicant circumstances thorough the use of available computer systems (Databases, registries, and informational deposits) researching records provided by the applicant and their contacts to provide the information about the household income, resources, and expenses upon which the eligibility determination is made. Entering household information and authorizing eligibility within the Kansas Economic and Enforcement System (KEES). Professional completes determinations using State and Federal regulations to determine eligibility for medical benefits based on financial and non-financial criteria. Document the eligibility decision in the electronic case journal and send appropriate system-based and manual correspondence to customers and representatives explaining the results of the eligibility determination and information regarding appeal rights. Eligibility Professionals are expected to use knowledge of State eligibility processes, policies, and procedures governing managed care enrollment to communicate with consumers regarding a variety of issues. Attend training as assigned to develop and enhance current understanding of Kansas Medicaid eligibility programs. Through training and experience, begin to develop expertise in additional areas of determination categories. Maintain with up-to-date knowledge of regulations, policies, and guidelines. Preferred Skills or Knowledge: Knowledge of Medicaid and managed care programs Minimum of two (2) years' experience in determining Long-Term Care, Elderly and Disabled, or Family Medical eligibility Successfully complete KDHE Eligibility Training and sandboxing Ability to manage competing priorities Demonstrated critical thinking skills Must possess good interpersonal and communication skills both verbally and in writing including knowledge of basic grammar, spelling & punctuation Willingness to work as part of a team Maintain the integrity and confidentiality of all records and communications All other duties as assigned. Bilingual Spanish/English with the ability to speak and read both languages fluently. Minimum Qualifications/Experience High School diploma or GED equivalent; post-secondary education preferred Strong computer skills with the ability to maneuver in complex software systems Requires excellent data entry skills the ability to type 28-30 minutes per minute accurately MS Office, Outlook, and Internet usage experience Pay Transparency Laws in some locations require disclosure of compensation and/or benefits-related information. For this position, actual salaries will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. In addition to base pay, this position, based on business need, may be eligible for a bonus or incentive. In addition, Conduent provides a variety of benefits to employees including health insurance coverage, voluntary dental and vision programs, life and disability insurance, a retirement savings plan, paid holidays, and paid time off (PTO) or vacation and/or sick time. The estimated hourly rate for this role is $17/hr. Conduent is an Equal Opportunity Employer and considers applicants for all positions without regard to race, color, creed, religion, ancestry, national origin, age, gender identity, gender expression, sex/gender, marital status, sexual orientation, physical or mental disability, medical condition, use of a guide dog or service animal, military/veteran status, citizenship status, basis of genetic information, or any other group protected by law. People with disabilities who need a reasonable accommodation to apply for or compete for employment with Conduent may request such accommodation(s) by submitting their request through this form that must be downloaded: click here to access or download the form. Complete the form and then email it as an attachment to ********************. You may also click here to access Conduent's ADAAA Accommodation Policy. At Conduent we value the health and safety of our associates, their families, and our community. For US applicants while we DO NOT require vaccination for most of our jobs, we DO require that you provide us with your vaccination status, where legally permissible. Providing this information is a requirement of your employment at Conduent.
    $17-17.8 hourly Auto-Apply 30d ago
  • Intake Specialist

    Vital Connect 4.6company rating

    Remote job

    Purpose The Intake Financial Clearance Specialist role belongs to the Revenue Cycle team and is responsible for coordinating all financial clearance activities by navigating all pre-registration (to include acquiring or validating patient demographic, insurance, and other required elements along with insurance verification activities), obtaining referral authorization, or precertification number(s). The role ensures timely access to care while maximizing reimbursement. This role requires adherence to quality assurance guidelines as well as established productivity standards to support the work unit's performance expectations. This position reports to the Intake Financial Clearance Manager and requires interaction and collaboration with important stakeholders in the financial clearance process including but not limited to insurance company representatives, patients, physicians, and practice staff. **This is a fully remote role** Responsibilities Monitors accounts routed to registration, referral and prior authorization work queues and clears work queues by obtaining all necessary patient and/or payer-specific financial clearance elements in accordance with established management guidelines. Maintains knowledge of and complies with insurance companies' requirements for obtaining prior authorizations/referrals and completes other activities to facilitate all aspects of financial clearance. Acts as subject matter experts in navigating payer policies to get the appropriate approvals (authorizations, pre-certs, referrals, for example) for the ordered services to proceed. The Intake Financial Clearance Specialist is an important part of the larger patient care team and helps clinicians understand what payer requirements are necessary for the widest possible patient access to services. Supports staff at all levels for hands-on help understanding and navigating financial clearance issues. Uses appropriate strategies to underscore the most efficient process to obtaining insurance verification, authorizations, and referrals, including online databases, electronic correspondence, faxes, and phone calls. Obtains and clearly documents all referral/prior authorizations for scheduled services Works collaboratively with primary care practices, specialty practices, referring physicians, primary care physicians, insurance carriers, patients, and any other parties to ensure that required managed care referrals and prior authorizations are obtained and appropriately recorded in the relevant systems. When it is determined that a valid referral does not exist, utilize computer-based tools, or contact the appropriate party to obtain/generate referral/authorization and related information. Record the referral/authorization in the practice management system. Contact physicians to obtain referral/authorization numbers. Perform follow-up activities indicated by relevant management reports. Collaborates with patients, providers, and departments to obtain all necessary information and payer permissions prior to patients' scheduled services. Communicates with patients, providers, and other departments such as Utilization Review to resolve any issues or problems with obtaining required referral/prior authorizations. Work collaboratively with the practices to resolve registration, insurance verification, referral, or authorization issue to the extent that these unresolved issues impact the ability to obtain a referral/authorization. Escalates accounts that have been denied or will not be financially cleared as outlined by department policy Accept registration updates from various intake points, including but not limited to those received via paper forms, internet registration forms, telephones located in practices and direct calls from patients. Ensure that all updated demographic and insurance information is accurately recorded in the appropriate registration systems for primary, secondary, and tertiary insurances. Review all registration and insurance information in systems and reconcile with information available from insurance carriers. For any insurance updates, utilize any available resources to validate the updated insurance information, insurance plan eligibility, primary care physician, subscriber information, employer information and appointment/visit information. Contact patients as necessary if clarifications or other follow-up is required, and at all times maintain sensitivity and a clear customer friendly approach. For self-pay patients or patients with unresolved insurance, and for financial counseling, refer patients Patient Financial Counseling. Maintains confidentiality of patient's financial and medical records; adheres to the State and Federal laws regulating collection in healthcare; adheres to enterprise and other regulatory confidentiality policies; and advises management of any potential compliance issues immediately. Demonstrates knowledge & skills necessary to provide level of customer experience as aligned with BMC management expectations. Demonstrates the ability to recognize situations that require escalation to the Supervisor. Establishes relationships and effectively collaborates with revenue cycle staff to support continuous improvement aligned with management expectations as outlined. Takes opportunity to know and learn other roles and processes and works together to assist with process improvement initiatives as directed. Consistently meets productivity and quality expectations to align performance with assigned roles and responsibilities. Handle telephone calls in a timely fashion, following applicable scripting and customer service standards. Appropriately manage all calls by either working with the customer or referring the call to the appropriate party. Communicate with all internal and external customers effectively and courteously. Maintain patient confidentiality, including but not limited to, compliance with HIPAA. Perform other related duties as assigned or required. Requirements Qualifications High School Diploma or GED required, Associates degree or higher preferred. 1-3 years patient registration and/or Insurance experience desirable. At least one year of experience must be in a customer service role General knowledge of healthcare terminology and CPT-ICD10 codes. Complete understanding of insurance is required. Demonstrated customer service skills, including the ability to use appropriate judgment, independent thinking and creativity when resolving customer issues. Exceptional interpersonal skills, including the ability to establish and maintain effective relationships with patients, physicians, management, staff, and other customers. Able to communicate effectively in writing. Requires excellent verbal communication skills, and the ability to work in a complex environment with varying points of view. Must be comfortable with ambiguity, exhibit good decision making and judgment capabilities, attention to detail. Must be able to maintain strict confidentiality of all personal/health sensitive information. Ability to effectively handle challenging situations and to balance multiple priorities. Basic computer proficiency inclusive of ability to access, enter and interpret computerized data/information including proficiency in Microsoft Suite applications, specifically Excel, Word, Outlook and Zoom. Displays a thorough knowledge of various sections within the work unit to provide assistance and back-up coverage as directed. Displays a deep understanding of Revenue Cycle processes and applies knowledge to meet and maintain productivity standards as outlined by Management Salary & Benefits The estimated hiring salary range for this position is $22/hr - $24/hr. * The actual salary will be based on a variety of job-related factors, including geography, skills, education and experience. The range is a good faith estimate and may be modified in the future. This role is also eligible for a range of benefits including medical, dental and 401K retirement plan.
    $22-24 hourly 60d+ ago
  • CFSS Intake Specialist

    Pinnacle Services 4.1company rating

    Remote job

    Key Responsibilities: 1. Client Intake and Communication: Serve as the first point of contact for incoming person served calls and emails. Accurately complete intake forms, ensuring all necessary person served information is documented. Coordinate follow-ups for missing documentation or incomplete service agreements. 2. Data Entry and Record Management: Maintain detailed and organized records of all intakes in agency systems. Update and maintain spreadsheets by entering accurate information received through the intake process. 3. Team Collaboration: Work closely with CFSS workers to transition completed intakes for consultation. Provide status updates and feedback to the CFSS Supervisor as needed. 4. Administrative Support: Respond to client inquiries promptly and professionally. Assist in improving intake workflows to enhance efficiency. Company Perks: Training Program - 30 days, once training has been completed, and approved by direct supervisor, then position moves to fully remote. Health Insurance Dental Insurance Vision Insurance Life Insurance Short Term Disability Voluntary Life Insurance Flexible Spending Account Paid Time Off 7 Holidays 401K Eligible to contribute 6 months from start date. Animal Friendly Corporate Office Professional Growth Opportunities Employee Recognition Programs Flexible Schedules Team Atmosphere MSSA membership & paid CEUs Licensing supervision Flex-time available after the first 90 days. Requirements: DHS Requirements for Employees Working Directly with CFSS Participants: Must be at least 18 years old. Successfully pass a background study. Meet one of the following criteria: One year of full-time experience providing direct services to individuals with disabilities or those over 65. Experience coordinating or directing services for these populations, including self-directed services. Personal experience in coordinating their own services. PI47e0901712d9-31181-37023115
    $29k-34k yearly est. 7d ago
  • Claimant Outreach & Intake Specialist

    Advocates 4.4company rating

    Remote job

    OverviewAt Advocate, our mission is to empower Americans to obtain the government support they've earned. Advocate aims to reduce long wait times and bureaucratic obstacles of the current government benefits application process by developing a unified intake system for the Social Security Administration, utilizing cutting-edge technologies such as artificial intelligence and machine learning, crossed with the knowledge and experience of our small team of EDPNA's and case managers. We are seeking a dynamic and persistent Outreach & Intake Specialist to be the crucial first point of contact for potential claimants. In this role, you will engage new leads, guide them through the initial information gathering and contract signing process via our Onboarding Flow, and effectively convert interested individuals into Advocate claimants. You'll focus on initiating the claimant journey, ensuring potential claimants feel supported and informed from the very beginning. If you are results-oriented, possess excellent communication skills, and are passionate about helping people navigate complex processes, this role offers the opportunity to make a significant impact without managing ongoing case submissions.Job Responsibilities Act as the first point of contact for potential claimants, managing inbound leads via phone, text, and potentially other channels. Conduct prompt and persistent outreach to new leads (within 5 minutes) using tools like Salesforce and Aircall Power Dialer, following established contact sequences (calls, texts, voicemails). Clearly articulate Advocate's value proposition and answer frequently asked questions to build trust and encourage engagement. Guide potential claimants through Advocate's online Onboarding Flow, assisting them in providing necessary initial information and signing the representation contract. Maintain accurate and timely records of all outreach activities, claimant interactions, and lead statuses within Salesforce. Identify and appropriately handle leads who may not be eligible for services based on initial criteria. Collaborate with the team to meet and exceed lead conversion goals. Monitor Advocate's Intake communication lines for new client calls and texts, responding appropriately. Qualifications Proven experience in a high-volume outreach, sales, or customer engagement role (e.g., call center, intake specialist, sales development). Excellent verbal and written communication skills, with an ability to explain processes clearly and empathetically. Strong interpersonal and persuasion skills with a persistent approach to achieving goals. Experience using CRM software (Salesforce preferred) and communication tools (Dialers like Aircall preferred). Highly organized with strong attention to detail for tracking lead progress and documenting interactions. Ability to work independently and manage time effectively in a remote setting. Passionate about helping others and contributing to a mission-driven company. Familiarity with the Social Security disability process is a plus, but not required. This is a remote position and Advocate is currently a fully remote team. Advocate is an equal opportunity employer and values diversity in the workplace. We are assembling a well-rounded team of people passionate about helping others and building a great company for the long term.
    $26k-31k yearly est. Auto-Apply 60d+ ago
  • Client Intake Specialist- Law Firm

    Legal Services of North Florida 3.8company rating

    Remote job

    ←Back to all jobs at Legal Services of North Florida Client Intake Specialist- Law Firm Legal Services of North Florida has an opening for a full-time (35 hours/week) Intake Specialist to support the firm's client intake in our Tallahassee office. Come work with great people who do hard work to better the lives of low-income and vulnerable individuals in our communities. Work for a non-profit law firm, with 140+ employees in eight offices across North Florida, that seeks legal justice while understanding the value of work-life balance. Work independently and as part of a team to obtain positive results in civil legal matters for vulnerable members of our community. As the first point of contact for individuals seeking help, Intake Specialists play a key role in connecting people with the legal support they need. They engage directly with potential clients to collect initial information about their legal problems, income, and personal circumstances, often during times of stress or crisis. Through active listening and clear documentation, Intake Specialists lay the groundwork for our attorneys to assess and respond to each client's situation. The ideal candidate will be a skilled typist with strong grammar and writing skills, high attention to detail, and the ability to listen carefully and ask clear, thoughtful follow-up questions. Applicants should be comfortable working with individuals in high-stress or emotional situations and able to collaborate effectively with others in both local and remote team settings. Qualified applicants must have a high-level of comfort with the Microsoft Office Suite and use of technology. Preference for candidates who are fluent in a second language or have experience working with victims or individuals who are experiencing trauma. Applicants must complete a Legal Services of North Florida online employment application and submit a resume to be considered for this position. Entry level salary of $34,000 is negotiable, depending on experience. Comprehensive fringe benefits package includes: A four day (35 hour) work week Paid time off includes: holidays, sick leave, and personal leave (which after two years, increases to four weeks per year) 100% fully paid health insurance for employee & dependent children after 60 days of employment Employer paid life insurance policy of $25,000 Employer contributes 6% to retirement/ 401K plan, after one year of full time service Additional voluntary options of dental, vision, term life, disability, and other insurance coverage is also available. Flexible Work Plans including remote work options available after 6 months of employment To learn more about Legal Services of North Florida: ********************* ****************************** ***************************************************** ************************************** This company is an equal opportunity employer and does not discriminate because of race, color, religion, sex, age, marital status, disability, veteran status, national origin, pregnancy, genetic information, sexual orientation, gender identity, or any other protected category. This position is subject to Florida Level 2 background screening requirements through the Florida Care Provider Background Screening Clearinghouse. For more information, visit ********************************* Please visit our careers page to see more job opportunities.
    $34k yearly 20d ago
  • V104 - Sales Intake Specialist

    Flywheel Software 4.3company rating

    Remote job

    For ambitious, culturally diverse, curious minds seeking booming careers, Job Duck unlocks and nurtures your potential. We connect you with rewarding, remote job opportunities with US-based employers who recognize and appreciate your skills, allowing you to not just survive but thrive. As a lifestyle company, we ensure that everybody working here has a fantastic time, which is why we've earned the Great Place to Work Certification every year since 2022! Job Description: The Client Engagement Specialist serves as the welcoming first point of contact for prospective clients seeking guidance from Job Duck and the Estate Planning and Probate Law practice they support. In this role, you will manage inbound inquiries, guide individuals through qualification steps, and ensure they feel supported and informed throughout their experience. Your work will directly influence the firm's growth by helping potential clients move confidently toward scheduling consultations and completing onboarding. Candidates who excel here are polished communicators who remain organized, steady under pressure, and naturally driven by measurable results. This opportunity is ideal for someone who enjoys meaningful client interaction, thrives in a structured workflow, and takes pride in consistent high performance. • Salary Range: $1 150 USD to $1 220 USD Responsibilities include, but are not limited to: Maintain and update client data in CRM for seamless tracking Schedule consultations and process fees with accuracy and professionalism Track conversion performance and meet weekly and monthly KPI expectations Ensure every caller receives a professional and consistent client experience Collaborate with team members to drive firm growth Manage communication timelines to avoid delays in the intake funnel Organize and update client intake records with precision Support continuous improvement of intake strategies and workflows Drive lead conversion by engaging prospects and guiding them toward consultations Answer inbound calls with confidence and persuasive communication Qualify leads to identify high-value opportunities and assess client needs Follow up relentlessly to move prospects through the pipeline until they sign Requirements: Required Skills • Previous sales experience with proven ability to overcome objections • Excellent verbal communication and persuasive techniques • Sales‑driven mindset with proven ability to convert leads • Reliability, trustworthiness, and detail‑oriented work style • Comfortable working toward measurable KPI goals such as conversion rates • 1 to 2 years in sales or client‑facing roles • Experience maintaining CRM hygiene and pipelines • Familiarity with estate planning or legal services is a plus • Strong follow up and time management skills • Ability to manage multiple priorities while meeting targets • Empathetic communication style that builds trust while closing deals • Goal‑focused, proactive, and resilient under pressure • Professional and neutral communication Addiontal Information • Time zone EST • Working hours Monday to Friday • Practice area Estate Planning and Probate Law • Role type : Client Engagement and Sales‑Focused Intake Work Shift: 9:00 AM - 6:00 PM [EST][EDT] (United States of America) Languages: English Ready to dive in? Apply now and make sure to follow all the instructions! Our application process involves multiple stages, and submitting your application is just the first step. Every candidate must successfully pass each stage to move forward in the process. Please keep an eye on your email and WhatsApp for the next steps. A recruiter will be assigned to guide you through the application process. Be sure to check your spam folder as well.
    $1.2k weekly Auto-Apply 12d ago
  • Intake Specialist - Remote in California

    Recover Medical Group

    Remote job

    Intake Specialist - Job Description About the company Recover is a startup working to make mental health and addiction treatment more effective and accessible. We work with governments to improve outcomes for people who need treatment and are working to make sure low-income Americans have access to best-in-class treatment. We use a harm reduction approach to treatment and are focused on serving marginalized and underserved communities. We are growing quickly, and looking for people to grow with us. Our team includes people from Yale Law, UCLA School of Medicine, Harvard Medical School, and White House alums. The opportunity We're seeking a full-time Intake Specialist to help people access outpatient substance use treatment. In this role, you'll be responsible for reaching out to referred individuals, educating them about our services, completing a full intake-including a screening and supporting documentation-and ensuring they are connected to the appropriate level of care. You'll focus on outreach to assigned leads, connecting with people calling in, building quick rapport, and completing the intake process with clients over the phone. Some clients will engage right away, while others may require follow-up and continued outreach. This also includes re-engaging clients who were previously in treatment, helping them reconnect to services and continue their recovery journey. This role is best suited for someone who is organized, self-motivated, and comfortable working in a fast-paced, client-centered environment. You'll report to the Head of Partnerships for your program. Salary is commensurate with experience and includes benefits. Requirements CALIFORNIA: Certified or Registered Alcohol Drug Counselor (RADT, CADC-I or higher, or equivalent) 1+ years of experience in addiction treatment 1+ years of experience in intake, admissions, or engagement-focused roles Comfortable working independently and managing a caseload of intakes Nice to have: Bilingual in Spanish and English Experience with EHR systems Strong communication and time management skills Benefits Health Care Plan (Medical, Dental & Vision) Paid Time Off (Vacation, Sick & Public Holidays) Family Leave (Maternity, Paternity) Training & Development Salary Range: $33.00-36.00 per hour
    $33-36 hourly Auto-Apply 60d+ ago
  • Legal Intake Specialist

    Trestle Law, APC

    Remote job

    Looking to join a close-knit, compassionate team of dedicated legal professionals? Our growing law firm is seeking an intake specialist to enhance client relations and manage our increasing caseload. This role is perfect for someone who is great on the phone, is a naturally compassionate and empathetic listener, and is passionate about customer service. You'll play a key part in helping our thriving firm succeed while making a real difference in client's lives every day. If this sounds like a job you'd love, apply now! Candidates interested in sales and management are preferred. What You'll Do: Client Engagement: Survey prospective clients, empathize with their situations, and ensure they feel heard and valued New Client Onboarding: Manage the onboarding process, including data entry and setting up client files Appointment Management: Book and confirm consultations using Calendly, and help maintain our lawyers' schedules Follow-Up: Diligently follow up with prospective clients, generate fee agreements, and ensure smooth client engagements Office Efficiency: Handle tasks such as email correspondence, document management, and data organization Collaboration with Marketing: Work with our marketing team to optimize client intake processes and foster prospective client streams Why Join Us? Career Development: We offer training and resources to help you grow into a non-attorney sales role Dynamic Team: Be part of a tight-knit, supportive, and passionate legal team Innovative Work Environment: Contribute to a boutique, woman-of-color-owned intellectual property law firm Flexibility: Enjoy the flexibility to work from home while helping professionals leverage their intangible assets to build financial legacies What We're Looking For: Communication Skills: Outstanding communication abilities and a sense of empathy Customer Service Experience: Previous experience in customer service or sales is preferred Tech Savvy: Proficiency with Microsoft Office, especially Excel, and strong computer and data entry skills Educational Background: A high school diploma or equivalent is required; a Bachelor's degree is desired Phone Enthusiast: Must enjoy talking on the phone and making calls
    $38k-62k yearly est. 60d+ ago
  • Intake Specialist

    Modern Family Law 3.7company rating

    Remote job

    Modern Family Law, a rapidly expanding law firm specializing in Family Law, is seeking a remote Intake Specialist to join our sales team in Colorado, Texas or Georgia. This candidate will be required to work an MT timezone shift. If you are a dedicated professional seeking a dynamic and rewarding career in client services, this is your opportunity to shine with a leading firm. As a key member of our intake department, you will play a critical role in welcoming potential clients and guiding them through their initialinteractions with the firm. Your ability to communicate clearly and empathetically, manage client records with precision, and collaborate with other departments will ensure a positive and seamless intake experience. Primary Duties: Monitor and respond promptly to inquiries across email, chat, and web forms, providing potential clients with information about the firm's services and setting expectations for the intake process. Conduct conflict checks to ensure compliance with firm policies. Answer incoming calls with professionalism and empathy, transferring calls to the appropriate team members, and handling voicemails and follow-ups as needed. Manage and update client records in the CRM, ensuring accuracy and timeliness in data entry. Distribute, collect, and process fee agreements and credit card authorizations, entering details into the system with precision and facilitatingretainer fee transactions. Schedule meetings and initial consultations for attorneys, coordinating with both clients and firm calendars. Follow up with potential clients via phone, email, or chat to address questions, encourage engagement, and guide them through the next steps. Track and log follow-up activities to maintain a complete record in the CRM. Identify high priority leads and escalate them to attorneys or senior intake team members as necessary. Actively participate in weekly intake meetings and contribute to continuous improvement efforts within the intake department. Collaborate with other departments, including marketing, IT, and sales, to ensure smooth client experiences. Requirements Two to Five (2-5) years of experience in sales, customer service, or a related field, with a proven track record of client engagement and follow-up. Experience in legal intake or a client service role is a plus. As our culture is remote-first, all employees are expected to have the ability to work from home with a reliable internet connection and to set up a workstation that supports productive work during normal business hours. Proficiency with Apple products and CRM systems, with a typing speed of 50 WPM or higher and excellent attention to detail. Ability to communicate calmly and effectively with clients in stressful situations, demonstrating empathy and professionalism. Strong organizational skills and the ability to prioritize multiple competing tasks in a fast-paced environment. Client-focused mindset, dedicated to delivering exceptional service and fostering positive client relationships. Skills and Competencies: Excellent written and verbal communication skills with the ability to handle client interactions with care and clarity. Strong organizational skills, with the ability to handle multiple priorities and meet tight deadlines. High attention to detail, ensuring accuracy in client records, communications, and transaction processing. Ability to collaborate effectively within a supportive, professional work culture. Adaptability and flexibility, thriving in both remote work and in-person settings when required. Proficiency in CRM systems and technology used in remote client management. Mandatory Notices for Applicants: ADA Compliance: All candidates and incumbents are expected to perform the duties as assigned so long as they can meet the expectations set forth with or without reasonable accommodations. Should a candidate require accommodation, they need to advise the Director of People & Culture in advance. Compensation: $20- $24 per hour. The range presented is a reliable estimate of the base salary that this individual is expected to receive. Actual pay will be adjusted based on experience, location, internal and external pay equity, and other job-related factors as permitted by law. Full-time employees may be eligible for health insurance with an optional Flexible Spending Account or a Health Savings Account, short-term disability, long-term disability, dental insurance, vision care, life insurance, 401(k) Retirement, vacation, sick time, and an employee assistance program to support the personal wellness needs of our employees. Additional voluntary programs are available and include voluntary accident insurance, voluntary life, voluntary disability, voluntary long-term care, voluntary critical illness and cancer insurance, as well as pet insurance. Additionally, in some markets, commuter and transit benefit programs are available. Benefits Health Care Plan (Medical, Dental & Vision) Retirement Plan (401k, IRA) Life Insurance (Basic, Voluntary & AD&D) Paid Time Off (Vacation, Sick & Public Holidays) Short Term & Long Term Disability Training & Development Work from Anywhere -- eligible after 6 months.
    $20-24 hourly Auto-Apply 53d ago
  • Eligibility Technician (Eligibility Technician) (4452-12)

    Hamilton County, Ohio 2.9company rating

    Remote job

    Be part of our Team! We are committed to providing equal employment opportunities in all employment practices. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, citizenship status, marital status, age, disability, genetic information, protected veteran status, gender identity or expression, sexual orientation or any other characteristic protected by law. We are a second-chance employer and a recovery friendly workplace. Highly Competitive Employee Benefits and Generous Paid Time Off 11 Paid Holidays, Immediately Begin with 40 hours Paid Vacation if No Prior Service. Ohio Public Employee Retirement System which includes 14% Employer Contribution AND a defined benefit option. Highly Competitive and Comprehensive Benefits Package: Medical, HRA, Dental, Vision, Employer-Paid Life Insurance, Long-Term Disability, Tuition Reimbursement, Paid Parental Leave, Public Service Loan Forgiveness Eligibility, Commuter Stipend or Free On-Site Parking, Wellness Incentives, robust Employee Assistance Program, access to Free Medical and Rx through Marathon Health, plus expansive Behavioral and Mental Health Resources, and More! DEADLINE TO APPLY: Open until filled WORK LOCATION: Job & Family Services Family and Adult Assistance 222 E. Central Parkway Cincinnati, Ohio 45202 WORK HOURS: Full Time - 80 hours biweekly (Potential for Hybrid Remote Work Schedule) HOURLY PAY: $21.22 NOTE: Applicants for positions with Hamilton County Job and Family Services are subject to background screening in accordance with the document: "Offenses that May Disqualify Candidates for Employment." Convictions from this list may disqualify a candidate for employment with HCJFS. REQUIREMENTS (EDUCATION, EXPERIENCE, LICENSURE, CERTIFICATION): Associate degree OR the equivalent of an associate degree (at least ninety-four (94) quarter credit hours or the equivalent in semester/trimester hours) with at least one three (3) hours course in each of the following: interviewing, office/information technology, basic mathematics, public relations, communications and nine (9) credit hours in English which must include basic grammar, writing skills and composition or two (2) years experience in public contact work involving interviewing and collecting, organizing, analyzing and interpreting complex data; or equivalent. All candidates must be able to demonstrate strong oral and written communication skills and strong interpersonal relations skills. JOB DUTIES (SUMMARY): Interviews applicants/recipients to determine their eligibility for public assistance (i.e., TANF, Medicaid, nursing home, supplemental and emergency assistance, foster care; all public assistance programs including food stamps) through office or home visits; computes applicants budget; verifies all documentation submitted to support request for assistance in accordance with public assistance guidelines; approves or denies applications; explains to recipients their rights, income maintenance procedures and other available welfare services; refers applicants and recipients to other welfare units, community and/or government agencies when appropriate (i.e., social services, Bureau of Employment Services, Social Security. Receives and investigates complaints concerning lost, stolen or undelivered assistance checks; prepares and maintains case records regarding applicant/recipient eligibility status for assistance programs to include address changes; household composition, assistance needs, resources and income and other necessary entries; prepares notification letters informing recipients of suspension, reduction or termination of assistance; prepares and refers form to investigation unit to report cases of suspected fraud or over-issuance; assists applicants and recipients in completing assistance or hearing appeal forms; appears with client in hearings or prepares summaries and appears in hearings upon request; processes corrections in cases identified by quality control; answers routine inquiries either by telephone or correspondence; completes special data assignments. Performs other related duties as assigned. Attends necessary training as required. BACKGROUND CHECKS REQUIRED: Background checks consistent with requirements in OAC 5101:2-5-09 must be completed at employment and every ten years following, including but not limited to the following systems: State Automated Child Welfare Information System (SACWIS) State Child/Abuse Neglect Central Registry Check for any state in which the applicant resided within the last five years Ohio Bureau of Criminal Identification Investigation (BCI) FBI National Sex Offender Public website (WWW.NSOPW.Gov) Code 5101:2-5-09 must be conducted for each prospective employee
    $21.2 hourly 60d+ ago
  • Intake Specialist

    Highland Park Community Development Corp

    Remote job

    Job title: Residential Aide Reports to: Program Director and Director of Social Services FLSA Status: Non-Exempt (Hourly) / Full Time Date Issued: August 2021 The House Manager/Intake Specialist overseas the direct care of the residents, manages the intake process, and coordinates with the security department to ensure the safety of clients residing in the facility. ESSENTIAL JOB FUNCTIONS: Through the employee's own efforts, the employee accomplishes the following essential functions: Supervises staff. Participates in training and evaluation of work performance of staff and volunteers. Participates in-group training sessions in first aid, security techniques. Facilitates and coordinates the intake process for all incoming residents in accordance with DHS. Maintains the house log, prepare incident reports, and serves as mediator for client disputes. Conduct weekly unit inspections for ACS and new born 0-12 months. Conducts regular inspections of the buildings. Ensures client safety and compliance with operational procedures, standards and regulations. Responds to emergencies as they arise. Interface with police department, fire department, EMS and other public service entitles. Conducts required periodic fire drills, informs staff of safety and building policies and procedures. Records and reports maintenance needs to violations of the building and fire codes to the program Director. Arranges with housekeeping staff for bedding, linens and personal hygiene needs of consumers. Attends staff meetings as requested. Light maintenance - unclogged toilets, sink, emergency water shut offs, emergency salting during necessary weather. Assist Security guards when needed. Conduct monthly house meetings. Perform other job duties and special projects assigned by management. ADDITIONAL JOB FUNCTIONS: Adheres to all policies and procedures, including those prescribed in the Highland Park CDC Employee Handbook. Maintain confidentiality and do not disclose information learned through the course of the job with people other than those who need to know including employee information, financial information, client information, etc. COMPETENCIES: To perform the job successfully, an individual demonstrates the following competencies. Customer Service Orientation: Manages difficult or emotional situations with internal and external stakeholders; Responds promptly to customer needs; Responds to request for service and assistance. Maintains and communicates a positive “can do” attitude with internal and external stakeholders. Problem Solving: Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Uses reason when dealing with emotional topics. Systems Thinking: Demonstrates an ability to (a) see how organizational systems ( e.g., internal/external conditions, processes, people ) interact and influence each other, and (b) how these systems create and contribute to specific issues ( e.g., high voluntary turnover ) and strengths ( e.g., strong customer focus ). Planning / Organization: Prioritizes and plans work activities; Uses time efficiently: Plans for additional resources; Develops realistic action plans. Leverages tools to manage workflow and reprioritizes accordingly. Service and Teamwork - Understands the needs and wants of the organization, customers, co-workers and supervisors in order to provide accurate, complete and timely service and to further the mission, values and goals of the organization. Oral Communication: Speaks clearly and persuasively in positive or negative situations; listens and gets clarification. Written Communication: Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information. Ethics: Treats people with respect: Inspires the trust of others; Works with integrity and ethically; Upholds organizational values. Dependability: Follows instructions; Responds to management direction; Takes responsibility for own actions; Keeps commitments. Initiative: Volunteers readily; Undertakes self-development activities; Seeks increased responsibilities; Takes independent actions and calculated risks; Looks for and takes advantage of opportunities; Asks for and offers help when needed. QUALIFICATIONS: To perform this job successfully, and individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills, and / or ability required. Minimum Required Education & Experience: HS Diploma or GED required and 2 years of supervisory or management experience Certification in First Aid, CPR Fire Safety Coordinator F80 Requires the ability to work late nights, weekends and revolving shifts. The building requires 24-hour coverage. Food handlers Certification Preferred Education & Experience: Bachelor's degree preferred Computer Skills: Proficient in computer software programs (Word, Excel, Power Point, CARES, etc.) Language skills: Excellent verbal and written communication skills. Reads and comprehends simple instructions, short correspondence, and memos; Writes simple correspondence; Presents information in one-on-one and small groups situations outside stakeholders, clients and other employees. Bilingual is preferred GENERAL PHYSICAL REQUIRMENTS AND WORKING CONDITIONS: GENERAL WORKING HOURS: This position requires coverage 24 hours 7 days a week. Shift schedules for staff may be revolving at times to ensure staff coverage. This position may require working shifts longer than 8 hours. All employees who work overtime will be paid accordingly under state and federal law. WORKING FROM HOME: Most essential functions of this job cannot be completed working from home. TRAVEL: May be required to travel about 5% of the time to purchase items or to attend a training or go to the post office as needed. PHYSICAL REQUIREMENTS: The physical activity for the Intake Specialist is: Climbing & Ambulating Stairs: Ascending or descending stairs and ramps using feet and legs and/or hands and arms. Must be able to walk up and down stairs (about 10 flights) in order to patrol stairways, respond to security incidents, and assist in the evacuation of clients during an emergency. Body agility is emphasized. The amount of climbing required exceeds that required for ordinary locomotion. Stooping: Bending body downward and forward by bending spine at the waist. This factor is important if it occurs to a considerable degree and requires full use of the lower extremities and back muscles. Kneeling: Bending legs at knee to come to a rest on knee or knees. Crouching: Bending the body downward and forward by bending leg and spine. Reaching. Extending hand(s) and arm(s) in any direction. Walking. Moving about on foot to accomplish tasks, and has an ability to navigate from one location to another. Standing: Remaining upright on the feet, particularly for sustained periods of time. Lifting. Must raise objects from a lower to a higher position or move objects horizontally from position to-to-position. Fingering: Picking, pinching, typing or otherwise working, primarily with fingers rather than with whole hand or arm as in handling. Ability to use computer tablet to write reports, notes and document compliance with patrol stops. Grasping: Applying pressure to an object with the fingers and palm. Talking: Expressing or exchanging ideas by means of the spoken word; those activities where detailed or important spoken instructions must be conveyed to other workers accurately, loudly, or quickly. Hearing: Perceiving the nature of sounds at normal speaking levels with or without correction, and having the ability to receive detailed information through oral communication, and making fine discriminations in sound. Feeling. Must be able to perceive attributes of objects, such as size, shape, temperature or texture by touching with skin, particularly that of fingertips. Assesses potential safety threats, such as by exposure to chemicals and heat from malfunctioning equipment. Physical requirements for the Intake Specialist: Sedentary work: Exerting up to 10 pounds of force occasionally and / or a negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body. Sedentary work involves sitting most of the time, with walking and standing required only occasionally. The visual acuity requirements for the intake Specialist ( including color, depth perception and field vision ). Required to have close visual acuity to perform an activity such as preparing and analyzing data and figures, transcribing, viewing a computer terminal; extensive reading; visual inspection to determine the accuracy, neatness, and thoroughness of the work. The Intake Specialist will be subject to the following conditions in this position: The worker is subject to inside environmental conditions, protected from weather conditions but not necessarily from temperature changes. The physical demands described here are representative of those that must be met by an employee to successfully perform the Essential Functions. Reasonable accommodations may be made upon an employee's request and assessed on a case by case basis. This is not intended, and should not be construed, to be an exhaustive list of all Job Functions, Competencies, Skills and Work Environment/Conditions associated with this job. It is meant to be an accurate reflection of principal job elements useful for recruiting and selecting employees, assigning work and evaluating performance. Additional responsibilities may be assigned, and management retains the right to change this at any time. Acceptance of this does not constitute an employment agreement or contract. The Company is an at-will employer and reserves the right to terminate employment for any reason or no reason, with or without notice to the employee. JOB DESCRIPTION ACKNOWLEDGEMENT AND ACCEPTANCE _________________________________________________________________ _______________________ Employee Signature Date _________________________________________________________________ _______________________ Supervisor's Signature Date
    $33k-52k yearly est. Auto-Apply 60d+ ago
  • Intake Specialist - Telehealth

    Anova Care

    Remote job

    Summary: Anova Care, a provider of home care and home health services, is looking for an intake specialist to work remotely As an Intake Specialist, you will play an integral part in our operations and customer success by managing new patient referrals and coordinating nursing care. You will liaise between specialty pharmacies, nurses, and patients through various technology platforms to secure nursing, ensure smooth communication, and successful care delivery. This role demands strong organizational skills, attention to detail, and a proactive attitude. In addition to operational responsibilities, delivering exceptional customer service is crucial. You will be the first point of contact for pharmacies, patients, and nurses, ensuring their needs are met with empathy, professionalism, and a commitment to a seamless experience. Your ability to provide timely and accurate support will be essential in fostering trust and maintaining high satisfaction across all interactions. Work Type: Remote Job Type: Contract, Full-time, Part-time Pay: $70.00 - $75.00 per hour Benefits: Medical, dental, vision 401k matching Unlimited PTO with minimum days Paid parental leave Remote work stipend Annual Learning Stipend HSA & FSA Voluntary Life, Accident, Hospital, and Critical Illness Insurance Medical Specialty: Home Health
    $26k-39k yearly est. Auto-Apply 60d+ ago
  • Intake Specialist (Client Service Sales) - Remote

    Heard & Smith 3.8company rating

    Remote job

    Intake Specialist (Client Service - Sales) Heard and Smith, LLP was founded on the principles of compassion, humility and the relentless desire to pursue financial assistance for our clients. Our law firm has been helping the disabled for over 30 years and has a proven record. Do you have a heart for those in need? We are seeking individuals with excellent customer relations, strong work ethic, and a true desire to help others. Being part of the Heard and Smith team is more than a job; each day provides you with opportunities to change someone's life! Fast-paced, professional environment; Fulfilling, challenging, and rewarding; Great team environment; Paid Holidays, Accrued Paid Time Off (FT only); Great Medical Benefits Package (FT only); Wellness Program (FT only); Competitive Salary $14.50-$16.50 per hour DOE 401k with Annual Employer Profit-Sharing contributions (historically 5% annual salary - employee contributions not required!) As the Intake Specialist you are the first point of contact for potential clients who are seeking Social Security Disability (SSD) and/or Social Security Income (SSI) assistance. In a call center environment, you will guide potential clients through a screening process (triage) to determine eligibility for SSD/SSI and if eligible, invite them to become a client. You will assist clients in the completion of initial applications as well as addendums and updates for submission to the Social Security Administration. In this role you will: Build the initial client relationship and confidence in our firm with every prospective client interaction Take 150 - 200 calls per day in a professional inbound/outbound call center environment Sign up 4 new cases per day to the firm Be expected to meet occupancy and adherence goals Be expected to maintain a minimum call quality score of 90% Consistently build the client relationship and confidence in our firm with every client interaction while proactively contacting clients to ensure the relationship is maintained Solve problems and maintain confidentiality Keep updated records and detailed documentation of client interactions, concerns, and complaints in a paperless database system Use good judgment to discern what issues may be urgent and need a manager's or director's attention immediately To be successful as an Intake Specialist you will need: High School Diploma; Degree preferred; or equivalent combination Call center and customer service experience Strong people skills Excellent telephone, communication, and active listening skills Ability to meet performance standards whether in office or working remotely from home Knowledge in computer technology and the Internet (MS Office, Outlook). Including the ability to learn new programs easily Minimum 40 WPM typing speed Multi-tasking skills and the ability to work well under pressure Detail oriented Excellent spelling and grammar Problem analysis and problem-solving Self-motivated, self-disciplined, able to work with little supervision Reliability and dependability Ability to work in fast paced environment Ability to work in a confidential environment always maintaining client confidentiality Has professional manner and high energy level, exhibits a positive attitude Strong organizational skills Good time management skills Accepts new ideas and challenges and is highly motivated Ability to work well with others as a team Ability to work remotely from home as needed per business needs (see remote requirements) Sales experience a plus Fluent Spanish a plus Minimum Requirements for a Remote Home Office Intake Specialist: Computer with up-to-date operating system (No Macs, Chromebooks, Tablets) Camera - internal to computer or external Fast internet connection (20MB+) Wired Ethernet cable Internet connection in your home office Land line telephone or good cell phone signal in home office Quiet, private home office with no distractions during business hours Reside in Texas
    $14.5-16.5 hourly Auto-Apply 9h ago
  • Bilingual Intake Specialist (Global)

    Crisp Recruit

    Remote job

    Are you the orchestrator of order in a fast-paced legal setting, adept at maintaining the harmony between client communication and administrative precision? Do you thrive when handling a steady flow of intake calls, ensuring potential clients feel heard, supported, and guided with professionalism? Is your meticulous attention to detail matched by your ability to keep clients engaged and cases moving forward? Final question: When faced with a challenge, do you get excited or run away? ** IMPORTANT: TO APPLY ** If you have any questions, please email **************** only. Please do not reach out through our website's contact information (telephone, email, or web chat) or via direct messaging on any social media platform. To Apply: Submit your application by clicking the "Apply" button and applying on the Crisp Recruit page that opens. **RECRUITERS DO NOT CONTACT** The Law Offices of Jeremias E. Batista, LLC is a boutique bankruptcy and debt relief law firm headquartered in New Jersey, with expansion into Fort Lauderdale, Florida underway. Attorney Jeremias Batista has built his practice around guiding individuals and families through some of life's most stressful financial challenges. Known for hands-on client care and detail-driven advocacy, the firm also maintains a small personal injury caseload and referral network. What sets the firm apart is its balance of professional excellence with accessibility. Clients receive compassionate counsel directly from Jeremias, supported by a lean, dedicated team that values precision, respect, and responsiveness. With over 15 years of experience serving the community, the firm continues to grow by focusing on personalized representation rather than high-volume case turnover. We are hiring two Intake Specialists to be the first point of contact for potential clients. In this role, you'll answer inbound calls, walk callers through a structured intake questionnaire, complete digital intake forms, and seamlessly transfer qualified leads to the attorney. You'll also handle follow-up tasks, document collection, and appointment scheduling to support bankruptcy case progression. This position is fully remote, ideal for professionals in the Philippines or Latin America who bring strong communication skills, customer service experience, and attention to detail. What you'll do: Client Intake Calls: Answer 5-10+ daily inbound calls, follow the structured questionnaire, and complete intake forms with accuracy. Case Transfer: Submit completed forms into the system and smoothly transfer qualified calls to Attorney Batista. Clerical Support: Perform document collection, appointment scheduling, and secondary case write-ups as part of the bankruptcy filing process. Follow-Up Coordination: Check in with potential and current clients, ensuring required documents are received and appointments are confirmed. Bilingual Advantage: Communicate effectively with English and Spanish-speaking clients when applicable. Collaboration: Support the attorney and virtual paralegal by providing accurate intake data that drives case strategy. What we're looking for: Customer Service Background: Prior intake, call center, or customer service experience is strongly preferred. Detail-Oriented & Accurate: Ability to capture client information precisely-small errors can impact case outcomes. Strong Communicator: Professional, clear, and empathetic phone manner. Tech-Savvy: Comfortable using digital forms, Zoom, and basic office software. Language Skills: English fluency required; Spanish proficiency is a MUST. Adaptability: Ability to manage downtime productively with clerical tasks. Legal/Bankruptcy Knowledge: Not required, but prior legal, medical billing, or administrative support experience is beneficial. Why you should work here: Hands-On Training: Shadow Attorney Batista and receive mentorship in client interaction and bankruptcy process fundamentals. Impactful Work: Play a key role in helping people facing serious financial stress find relief and hope. Professional Development: Access to Crisp Academy training modules for six months to strengthen skills and knowledge. Growth Potential: As the firm expands, strong performers will have opportunities for increased responsibility. Additional perks: Compensation: $1,000-$1,300 USD per month, based on experience. Flexible Benefits: Discretionary bonuses and wellness perks may be offered (such as health stipends or book club participation, already extended to current staff). Work-Life Balance: Standard schedule of 9 AM-5 PM EST, Monday-Friday. At the Law Offices of Jeremias E. Batista, you're not just answering phones-you're the first voice clients hear when they reach out for help. Your role provides dignity and clarity during a difficult time in their lives. If you want to be part of a small but growing team where your work has a direct impact, we'd love to hear from you.
    $1k-1.3k monthly Auto-Apply 12d ago

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