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Benefits Specialist, Product Strategy & Renewals
General Pump 4.1
Remote welfare specialist job
About Us
Our leading SaaS-based Global Employment Platform™ enables clients to expand into over 180 countries quickly and efficiently, without the complexities of establishing local entities. At G-P, we're dedicated to breaking down barriers to global business and creating opportunities for everyone, everywhere.
Our diverse, remote-first teams are essential to our success. We empower our Dream Team members with flexibility and resources, fostering an environment where innovation thrives and every contribution is valued and celebrated.
The work you do here will positively impact lives around the world. We stand by our promise: Opportunity Made Possible. In addition to competitive compensation and benefits, we invite you to join us in expanding your skills and helping to reshape the future of work.
At G-P, we assist organizations in building exceptional global teams in days, not months-streamlining the hiring, onboarding, and management process to unlock growth potential for all.
About the Role
The Benefits Specialist is responsible for supporting the strategic lifecycle of our Global benefits offerings. The role focuses on driving the end-to-end benefits renewal process, strategic planning, implementation, and vendor management. The Specialist will apply a foundational understanding of the global benefits landscape, strong analytical skills, and a collaborative approach to optimize our offerings for both internal employees and customers.
This role will have global exposure but we require someone who has broad experience supporting benefits in the US.
What you will do:
Product & Strategy
Benefits Product Support: Assist in the packaging and analysis of all benefit offerings, ensuring alignment with defined product strategies.
Market Analysis Support: Conduct research and analysis on the competitive landscape and emerging market trends to support strategic renewals and the productization of benefit packages.
Strategic Collaboration: Support cross-functional product, marketing, and sales teams to educate key stakeholders and drive adoption.
Revenue Support: Partner with internal teams to ensure maximum utilization and value is delivered from our benefits offerings.
Vendor Management
Relationship Support: Maintain day-to-day contact with brokers and benefit vendors, tracking performance against service level agreements and assisting with issue resolution.
Renewal Analysis: Execute detailed analysis of cost drivers, utilization data, and market conditions and engage in benefit renewal negotiations.
Implementation Coordination: Support the evaluation, selection, and seamless implementation of new or adjusted benefit packages and tiers.
Enablement & Cross-Functional Partnership
Training Content: Assist in developing analytical reports and data-backed content for Product and Product Marketing to enhance benefit messaging, drive adoption, and clearly articulate value.
Sales Education: Prepare data and talking points to train Sales Enablement on the competitive advantages and financial aspects of our benefit products.
Customer Insights: Provide essential analytical and background support to internal teams to address complex, strategic customer inquiries related to benefit costs and value.
What we are looking for:
Experience: 3+ years of experience, primarily focused on the strategic design, renewal, and implementation of employee benefit programs. Experience in benefits administration is beneficial.
Strategic Mindset: Ability to apply a strategic lens to day-to-day work and contribute to the long-term vision and roadmap for the benefits portfolio.
Benefits Expertise: Solid working knowledge of the global benefits industry, including mandatory and supplemental benefits, and regulatory compliance.
Communication: Exceptional written and verbal communication skills, with the ability to articulate complex analysis clearly and concisely to various stakeholders.
Collaboration: A highly collaborative style, capable of successfully working across finance, product, marketing, and sales teams.
We will consider for employment all qualified applicants who meet the inherent requirements for the position. Please note that background checks are required, and this may include criminal record checks.
The annual gross base salary range for this position is $64,800 - $81,000 plus variable compensation.
We will consider for employment all qualified applicants, including those with arrest records, conviction records, or other criminal histories, in a manner consistent with the requirements of any applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, and the New York City Fair Chance Act.
G-P. Global Made Possible.
G-P is a proud Equal Opportunity Employer, and we are committed to building and maintaining a diverse, equitable and inclusive culture that celebrates authenticity. We prohibit discrimination and harassment against employees or applicants on the basis of race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth, and pregnancy-related conditions), gender identity or expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, genetic information, or any other legally protected status.
G-P also is committed to providing reasonable accommodations to individuals with disabilities. Individuals with disabilities are encouraged to apply for these positions. If you need an accommodation due to a disability during the interview process, please contact us at ***************.
Individuals residing, or applying to work, in the United States: California or Philadelphia, Pennsylvania, please review the following additional information:
G-P will consider qualified applicants with arrest or conviction records in accordance with the California Fair Chance Act, Los Angeles City Fair Chance Act Ordinance, Los Angeles County Fair Chance Act Ordinance, and San Francisco Fair Chance Act Ordinance. Los Angeles applicants can review additional information regarding the Los Angeles City Fair Chance Act here: Fair Chance Initiative for Hiring Ordinance, and Philadelphia applicants can review information pertaining to Philadelphia's Fair Criminal Record Screening Standards Ordinance here: Fair Chance Poster. Any consideration of a candidate's background check with arrest or conviction records will include an individualized assessment based on the factors required by applicable law, including the candidate's specific record and the duties and requirements of the specific job.
Join a USA Today Top 100 Workplace & Best in KLAS Team!
Enrollment & Intake Specialist
Pay Range: $21.00- $22.75 per hour | Schedule: Sunday-Thursday 8:00am-4:30pm or Monday-Friday 8:00am-4:30pm | Location: Lakeland, FL
Work Where Excellence is Recognized At RSi, we've proudly served healthcare providers for over 20 years, earning recognition as a "Best in KLAS" revenue cycle management firm and a USA Today Top 100 Workplace. Our reputation is built on delivering exceptional financial results for healthcare providers-and an unbeatable work culture for our team. We seek high-performing individuals willing to join our sharp, committed, and enthusiastic team. Here, your performance is valued, your growth is prioritized, and your contributions make a meaningful impact every day. Your Role: Essential, Rewarding, Impactful As an Enrollment Specialist, you have the unique opportunity to advocate for patients and their families, while working hand in hand with hospital personnel to determine eligibility for Medicaid, Social Security Disability, and various County programs. We are looking for you to act as liaisons between government entities and patients to secure funding for healthcare services rendered at Lakeland Regional Hospital. What You'll Do:
Determine patient's eligibility for state, federal, or county programs.
Maintain case load, uphold productivity standards.
Develop and maintain processional relationships with hospital staff, patients, and state workers.
Prepare documents, ensure accuracy and completion.
Adhere to and support organizational standards, policies, and procedures.
Perform other duties as assigned.
What We're Looking For:
Bachelor's Degree preferred.
High School Diploma or equivalent required
Exceptional customer services skills
Demonstrates problem solving and case management skills.
Proficient with technology such as phone systems, computers, Microsoft software applications such as Word, Excel, Outlook, etc.
Excellent written and verbal communication skills
Knowledge of Medicaid, Social Security Administration, and County Social Service programs
An understanding of HIPAA and HITECH patient confidentiality laws to protect the patient, client, and company.
Knowledge of major hospital systems and healthcare environment
Bilingual (English & Spanish)
Why You'll Love RSi:
Competitive pay with ample opportunities for professional growth.
Fully remote position with a stable Monday-Friday schedule.
Collaborative, performance-driven environment with expert leadership.
Mission-driven work supporting essential healthcare services.
Recognition as a nationally respected leader in healthcare revenue management.
Physical Requirements:
Requires prolonged sitting, standing, and walking.
Requires eye-hand coordination and manual dexterity enough to operate a keyboard, photocopier, telephone, calculator, and other office equipment.
Requires normal range of hearing and eyesight to record, prepare, and communicate appropriate reports.
Requires lifting papers or boxes up to 15 pounds occasionally.
Work must be performed inside the hospital or facility.
Travel to other offices and/or client facilities may be required.
What to Expect When You Apply: Our hiring process is designed to find exceptional candidates. Once your application is received, you'll receive an invitation to complete an initial skills assessment. This step is essential: completing this assessment promptly positions you for an interview and demonstrates your commitment to excellence. We believe in creating exceptional teams, and this process ensures that every member at RSi has the opportunity to thrive and grow. Ready to be part of something special? Apply now and join our team!
$21-22.8 hourly 60d+ ago
Bilingual Client Intake Specialist - Remote
Keches Law Group PC 3.9
Remote welfare specialist job
Job DescriptionDescription:
Keches Law Group, P.C. is a well-established, 50 attorney law firm with offices in Milton, Bridgewater, and Worcester, practicing in the areas of workers' compensation, personal injury, medical malpractice, and discrimination.
We are seeking bilingual Client Intake Specialists to join our team. This is a remote position.
Duties:
Receiving incoming client calls and initiates outbound calls to potential clients, as received electronically and by live transfer
Producing information by transcribing, formatting, inputting, editing, retrieving, copying, and transmitting text, data, and graphics
Using the firm software to enter all case and client details, and maintains detailed logs and task history within the database
Conveying accurate information to clients with regard to different case types with confidence and assurance
Setting the tone and pace of all calls, while maintaining a professional attitude and showing empathy and patience when speaking with potential clients
Demonstrating the ability to converse with varying client personalities to collect pertinent details to determine the viability of their claims
Maintaining client confidence by keeping client information confidential
Enhancing the reputation of the department and the organization by accepting ownership for accomplishing new and different requests and exploring opportunities to add value to the position
Requirements:
Skills/Qualifications:
High School diploma or equivalent
1-2 years of customer service/call center experience or law firm experience is preferred
Multi-lingual abilities are required (Haitian Creole, Cape Verdean Creole, Spanish, or Portuguese require)
Ability to accurately translate verbal information into written correspondence
Ability to prioritize and escalate client calls appropriately
Strong phone, typing, and computer skills are a must; experience with Microsoft Office Suite is preferred
Ability to absorb, retain, and apply new information
Strong attention to detail
Ability to interact professionally and appropriately with clients, attorneys, and others
Must be energetic, well organized, and have the ability to multi-task
Must possess and demonstrate exceptional customer service skills, and the ability to handle situations with tact and diplomacy
Ability to work in a high intensity, high stress environment
Ability to work effectively in a fast-paced environment while accomplishing short-term goals without losing sight and commitment to the longer-term needs of the firm
Excellent verbal and written communication skills
Excellent problem-solving, analytical, and evaluative skills
Schedule
Remote
Monday - Friday
8:30am - 5:00pm (EST)
Benefits
Health, Dental, and Vision Insurance
401(k) Plan with Profit Sharing
Flexible Spending Account
Paid Time Off
Paid Holidays
Basic Life Insurance
Long Term Disability
Employee Referral Bonuses
The anticipated salary range for this position, which we in good faith expect to pay at the time of posting, is $38,000.00 - $41,000.00 annually. This range allows us to make an offer that reflects multiple factors, including experience, education, qualifications, and job-related knowledge and skills, as well as internal pay equity. It's not typical for an individual to be hired at or near the top of the range, as we strive to provide room for future and continued salary growth. Base pay is just one component of our Total Rewards package, which may also include discretionary bonuses, commissions, or other incentives depending on the role.
Work Environment
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
While performing the duties of this job, the employee is regularly required to talk or hear. This is largely a sedentary role, however the employee may at times be required to sit; stand; walk; use hands to handle or feel; and reach with hands and arms. The employee must occasionally lift or move office products and supplies, up to 20 pounds.
AAP/EEO Statement
Keches Law Group is an equal opportunity employer. Keches Law Group does not discriminate based on race, ancestry, national origin, color, religion, gender, age, marital status, sexual orientation, disability, veteran status, or any other protected classification under the law.
$38k-41k yearly 12d ago
Legal Intake Specialist
Trestle Law, APC
Remote welfare specialist 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
UR Intake Specialist
Corvel Healthcare Corporation
Remote welfare specialist job
Job Description
The Utilization Review (UR) Intake Specialist provides staff support services including typing reports and correspondence, file handling and forms completion in addition to answering incoming telephone calls, supporting the goals of the Utilization Review / Case Management department, and of CorVel.
This is a remote position.
ESSENTIAL FUNCTIONS & RESPONSIBILITIES:
Takes calls relating to precertification requests
Verifies that all patient, provider and facility information entered in system is accurate and up to date
Enters notes and service requests in CareMC system
Communicates with stakeholders in a timely and professional manner
Additional duties as assigned
KNOWLEDGE & SKILLS:
Ability to handle multiple priorities in a high-volume, fast-paced, team-oriented environment
Excellent written and verbal communication skills
Ability to meet designated deadlines
Computer proficiency and technical aptitude with the ability to utilize Microsoft Office including Excel spreadsheets
Strong interpersonal, time management and organizational skills
Ability to remain poised in stressful situations and communicate diplomatically via all methods of communication
Ability to work both independently and within a team environment
EDUCATION & EXPERIENCE:
High School diploma or equivalent required
A.A. degree or equivalent preferred
PAY RANGE:
CorVel uses a market based approach to pay and our salary ranges may vary depending on your location. Pay rates are established taking into account the following factors: federal, state, and local minimum wage requirements, the geographic location differential, job-related skills, experience, qualifications, internal employee equity, and market conditions. Our ranges may be modified at any time.
For leveled roles (I, II, III, Senior, Lead, etc.) new hires may be slotted into a different level, either up or down, based on assessment during interview process taking into consideration experience, qualifications, and overall fit for the role. The level may impact the salary range and these adjustments would be clarified during the offer process.
Pay Range: $16.90 - $26.31 per hour
A list of our benefit offerings can be found on our CorVel website: CorVel Careers | Opportunities in Risk Management
In general, our opportunities will be posted for up to 1 year from date of posting, or until we have selected candidate(s) to fulfill the opening, whichever comes first.
ABOUT CORVEL
CorVel, a certified Great Place to Work Company, is a national provider of industry-leading risk management solutions for the workers' compensation, auto, health and disability management industries. CorVel was founded in 1987 and has been publicly traded on the NASDAQ stock exchange since 1991. Our continual investment in human capital and technology enable us to deliver the most innovative and integrated solutions to our clients. We are a stable and growing company with a strong, supportive culture and plenty of career advancement opportunities. Over 4,000 people working across the United States embrace our core values of Accountability, Commitment, Excellence, Integrity and Teamwork (ACE-IT!).
A comprehensive benefits package is available for full-time regular employees and includes Medical (HDHP) w/Pharmacy, Dental, Vision, Long Term Disability, Health Savings Account, Flexible Spending Account Options, Life Insurance, Accident Insurance, Critical Illness Insurance, Pre-paid Legal Insurance, Parking and Transit FSA accounts, 401K, ROTH 401K, and paid time off.
CorVel is an Equal Opportunity Employer, drug free workplace, and complies with ADA regulations as applicable.
#LI-Remote
$16.9-26.3 hourly 29d ago
Intake Specialist
Modern Family Law 3.7
Remote welfare specialist 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 28d ago
Intake Specialist
Highland Park Community Development Corp
Remote welfare specialist 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
Jacoby and Meyers
Remote welfare specialist job
Do you want to LOVE where you work and make a positive impact on people? Do you bring passion to your job? Do you love talking to prospective clients and generating new business? Do you thrive on earning incentive compensation for generating the business you bring in? If you do, Jacoby & Meyers has an opportunity for you!
Jacoby & Meyers is the nation's preeminent law firm protecting consumers since 1972. We are currently seeking a smart and determined Intake Specialist to join our growing team. At Jacoby & Meyers, every single employee gets to make an impact. Our values guide the way we work with each other. It's a culture where you have the freedom to experiment and push your talents as far as they can go.
Job Title: Intake Specialist
Type of Position: Full Time
Location: Fully Remote
Pay: $20.00/hour - $25.00/hour PLUS Bonus Incentive of 1K+ per Month (based on sign-ups)
Hours: You will be assigned a 40-hour shift that may include weekends, evenings and holidays. Hours may range from:
* M-F: 7:00am - 10:00pm Pacific Time
* Saturday: 8:00am - 4:30pm Pacific Time
* Sunday: 9:00am - 5:30pm Pacific Time
* Overtime available
Job Description:
The role of the Intake Specialist is vital to the success of Jacoby & Meyers. This role is on the front line personally speaking to people coming to us for help at a time in which they are most vulnerable and need legal assistance. "I have been injured in a car accident - how do I get to work?" "I'm in pain and I don't know where to turn." "How do I get my kids to school?" That's where you come in.
In this role, we will train you to use your top-notch sales & customer service skills to understand their case and qualify whether it is a situation that merits the help of our firm. You will be the front-line team member who will best understand their injury and details, as well as being the first to help them. Your success is ultimately measured by your ability to turn those qualified prospective clients into signed clients. You will enjoy the ultimate measure of success in this role if you can convert 95% of qualified prospective clients into retained clients.
Core duties and responsibilities include the following. Other duties may be assigned:
* Lead Interaction: Serve as the first point of contact for leads seeking legal assistance through one of our communication channels. No Cold Calling - All leads have asked us to contact them or are calling us.
* Case Assessment: Evaluate the potential viability of cases based on the gathered information and the qualifications of our partner firm.
* Make a great and lasting impression on clients and potential clients
* Follow-up with callers in a consistent and respectful manner.
* Documentation and Record Keeping: Maintain accurate and organized records of all client interactions, case details, and related documents. Input data into case management systems or databases for easy access and retrieval.
* Refer clients with non-personal injury cases to partner law firms
* Convert 95% of qualified leads into retained clients by using your sales skills to build rapport with callers and explaining the value that Jacoby & Meyers provides to their clients
* Training: Participate in continuous guided and self directed training to stay updated on procedures, terminology, and best practices for client interaction.
* Earn incentive compensation in addition to a competitive base salary
Requirements:
* Some sales and/or PI experience a plus
* Excellent verbal communication skills: Specialists will spend a majority of time on the phone with potential clients
* Empathetic, caring and persuasive communication skills
* Conflict Resolution Skills: Ability to handle and defuse potential conflicts with callers while maintaining a professional demeanor.
* Apply active listening skills through the ability to comprehend information presented and respond thoughtfully
* Excellent time management skills to handle all aspects of their responsibilities efficiently without compromising service quality.
* Bilingual fluency in Spanish is required
* Open to constructive feedback and adaptable to changes
* Salesforce or similar CRM experience considered a plus
* Bachelor's Degree a plus
What We Offer:
* Medical, Dental, Vision and Pet Insurance
* 401(k) with Company Match
* Company-paid Life Insurance and AD&D Coverage, Voluntary Life Insurance
* Short-term and Long-term Disability
* Employee Assistance and Travel Assistance Programs
* Paid Time Off, Paid Sick Time, Paid Holidays
* Health FSA and Dependent Care FSA
* Accident Insurance
* Commuter Transportation Incentive
* Cell Phone and Internet Stipend
* Fully-paid parking
* Learning and Development Programs
* Remote Positions
About J&M:
Jacoby & Meyers was founded in 1972 with the intention of making the legal system more accessible to the average person. Now, more than 50 years later, we continue to help people get the justice and compensation they deserve. Specializing in all types of accident claims, including automobile, motorcycle, bicycle, Uber/Lyft, or trucking accidents, slip and falls, dog bites, construction accidents and other wrongful conduct, the attorneys at Jacoby & Meyers have recovered over a billion dollars for their clients' personal injury and wrongful death claims caused by the negligence of a third party.
REQUIRED: Resume, Pay Expectation
Jacoby & Meyers is an Equal Opportunity Employer.
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:
We are looking for a motivated Intake Specialist to join a dynamic legal team. In this role, you will be the first point of contact for clients, handling calls with professionalism and empathy while gathering essential information for ongoing cases. You'll contribute to smooth operations by entering accurate data, coordinating with staff, and supporting administrative tasks. This role is perfect for someone who thrives in a fast-paced environment, enjoys helping clients, and takes pride in attention to detail and clear communication.
Monthly Compensation: 1,150 to 1,220
Responsibilities include, but are not limited to:
Provide general administrative assistance as needed
Coordinate with internal staff to support ongoing cases
Answer and professionally route incoming phone calls
Ensure client inquiries are addressed promptly and courteously
Maintain organization of records and follow up on pending items
Accurately input client data into Clio and Excel spreadsheets
Conduct intake calls to collect critical client information
Requirements:
1-2 years of experience in client intake or administrative support preferred
Strong verbal and written communication skills
Ability to multi-task and prioritize efficiently
Comfort with technology and CRM systems, particularly Clio
Key Skills
Strong verbal communication and excellent phone etiquette
Detail-oriented with high accuracy in data handling
Ability to manage multiple calls and tasks simultaneously
Tech-savvy and comfortable with Clio, Excel, Microsoft 360, Teams, and Google Sheets
Professional, friendly, and approachable demeanor
Reliable, punctual, and consistent with attendance
Team-oriented and collaborative
Customer service mindset: patient, empathetic, and solution-focused
Traits and Values
Organized and proactive
Solution-oriented and adaptable
Empathetic and professional in client interactions
Dependable and trustworthy
Collaborative and willing to support colleagues
Positive attitude and resilience in fast-paced environments
Software
CRM: Clio
VoIP: RingCentral
Internal Communication: Teams
Email and Calendar: Outlook
Other Tools: Google Sheets, Microsoft 360
Working Schedule
Monday to Friday
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.
$29k-41k yearly est. Auto-Apply 60d+ ago
Intake Specialist
Allone Health 3.8
Remote welfare specialist job
AllOne Health is in the business of care; and service is what matters most.
As a leader in workplace behavioral health, we've proven that a company's success is directly linked to the health and well-being of their employees.
By joining our team, you will make a difference in the lives of our clients and their communities. The meaningful work that we do includes counseling, providing work-life resources, wellness and more through our Employee Assistance Programs (EAP).
We are currently seeking an Intake Specialist to work remotely. This is a full-time, non-exempt position working Monday-Friday 3:00 PM - 11:30 PM EST. This is an entry level position.
Position Summary:
AllOne Health's EAP provides a number of services to clients, including behavioral consultation, counseling, crisis intervention, clinical referrals, resource information, and case management. When clients call the EAP to initiate services, the EAP Intake Specialist answers their initial calls. This position involves speaking directly with the client, getting a sense of what the caller's needs are, inputting demographic information into the EAP Expert database system, and transferring the client to an on-staff counselor if they are in emotional distress or require clinical expertise to manage their concerns. EAP Intake Specialists are also involved in finding appropriate resources for clients, and in connecting clients to affiliate providers or EAP clinical staff for services.
Qualified candidates will be capable using IT support applications, at ease employing telephone presence and skills in relating to clients, have strong customer service skills, exhibit excellent common sense, and possess good judgment. The candidate must be flexible with break and lunch times due to staffing for our high call volume times. The candidate should also be comfortable working in a team environment and be flexible with day-to-day job assignments.
Salary Range: $16.00 - $16.80 per hour.
What You'll Do:
Remain actively logged into on-call telephone queues as assigned in order to fulfill duties.
Use frontline customer service skills to generally determine the prevailing needs of clients and what they require from EAP services.
Screen for safety issues, domestic violence (DV), substance abuse, and other high-risk considerations, and connects clients immediately to on-call counselors when needed.
Completes EAP Intake Forms in the EAP Expert database system.
Assign EAP staff or affiliates to client cases when appropriate.
Serve a primary role in connecting clients to affiliate providers in their geographic area, or to EAP staff professionals for services.
Provide general information and referrals to subject matter experts in areas such as legal concerns, financial issues, and work-life challenges.
Demonstrate sensitivity to the unique confidentiality and customer service needs of both member employee and dependent clients, and employer-customer clients.
What We're Looking For:
Excellent IT applications and database skills set.
Outstanding interpersonal, communication, organizational and problem-solving skills.
Professional call center/scheduling experience a plus
Must have a reliable internet connection with a minimum download speed of 50Mbps and 10Mbps upload stream
Strong customer service commitment.
Requisite experience with Microsoft Outlook & Office programs.
Company Perks:
Immediate Medical, dental, and vision insurance
Paid time off
401(k) retirement program with company match
Flexible Spending Accounts (FSA)
Company paid Life and Disability insurance programs
Employee Assistance Program (EAP)
$16-16.8 hourly 18d ago
Clinical Intake Specialist
Poppys Therapeutic Corner LLC
Remote welfare specialist job
Job DescriptionBenefits:
Flexible schedule
Opportunity for advancement
Position Type: 1099 Independent Contractor PRN, Part-time, or Full-time
Overview:
We are seeking a dedicated & compassionate Community-Based Clinical Intake Specialist to join our team as a 1099 Independent Contractor. In this role, you will complete diagnostic assessments, provide clinical diagnoses, and develop treatment plans for clients served at our office locations and/or virtually. Assessments may be completed in person, virtually, at our offices, or in the community, offering flexibility and accessibility for the individuals we serve. This is an excellent opportunity for licensed interns and clinicians seeking autonomy, flexibility, and professional growth!
Key Responsibilities:
Conduct comprehensive diagnostic assessments for youth, adults, and families
Provide clinical diagnoses and create individualized treatment plans following OhioMHAS & Medicaid guidelines
Complete assessments:
In-office
Virtually
In the community
Hybrid models as needed
Maintain accurate & timely clinical documentation within the EHR system
Communicate and collaborate with case managers, clinicians, and community partners to support coordinated care
Educate clients and families on assessment findings, treatment recommendations, and next steps
Uphold confidentiality, ethical standards, and professional boundaries at all times
Participate in ongoing training and skill development as needed
Qualifications:
Active Ohio License (LPC, LPCC, LSW, LISW) OR current counseling/social work intern invited to apply
Experience completing assessments, diagnostic evaluations, or treatment planning preferred
Strong skills in diagnosis, clinical formulation, and documentation
Excellent communication & interpersonal skills with diverse communities
Ability to work independently while maintaining strong professional collaboration
Familiarity with EHR systems & telehealth platforms is a plus
Contractor Benefits:
Flexible scheduling & autonomy
Choose your availability (PRN, PT, FT)
Hybrid/virtual assessment opportunities
Supportive team culture & clinical consultation available
Join us in supporting mental health access across our communityapply today!
Flexible work from home options available.
$27k-39k yearly est. 9d ago
Remote Legal Intake Specialist
Blattner Family Law Group
Remote welfare specialist job
Are you passionate about helping others and thrive in a role where empathy and professionalism make a difference? At Blattner Family Law Firm, a leading family law firm, we provide support and solutions to individuals navigating divorce, custody, and other family law challenges. As a Legal Intake Specialist, you'll be the reassuring voice that guides potential clients through their first steps with our firm, helping them feel heard, understood, and confident in their decision to seek legal support.
If this sounds like a job you'll love, apply now.
This job is primarily about making connections with other people. The person in the role should form relationships quickly, informally, and comfortably, and gain the enthusiasm and cooperation of others.
In this job, it is very important to connect with other people: to meet new and different people on a day-to-day basis, to quickly form relationships, and to use those relationships to get work done. It requires great attentiveness to other people, and an ability to read, to listen to, and empathize with them.
The job involves persuading others through an understanding of where they're coming from, and using that information to bring them to a desired resolution. It often requires a lively enthusiasm and personal interactions that are upbeat and cheerful, requiring someone who is warm, helpful, and friendly. This person should put others at ease and make them feel welcome.
There will be a fair degree of difference from one day to the next, especially with regard to personal interactions. There may be several priorities at once, requiring an efficient pace to keep everything going smoothly.
Job Characteristics:
The environment is fast-paced, requiring work on multiple simultaneous workflows
Must maintain a social focus, dedicating attention to building and maintaining relationships.
Exhibits warmth, empathy, and a helpful nature.
Communication should be energetic, lively, free-flowing, and informal.
Must be highly persuasive and influential.
Welcome Clients: Be the compassionate, professional first point of contact for potential clients.
Conduct Intake Calls: Gather and document detailed information about client cases during initial calls or meetings.
Schedule Appointments: Coordinate consultations and ensure a smooth transition to the legal team.
Manage Data: Maintain and update client records with accuracy in our customer relationship management (CRM) system.
Provide Guidance: Offer basic information about our firm's services, processes, and what clients can expect.
Ensure High Standards: Uphold the firm's commitment to quality by delivering consistent, attentive, and accurate service in every interaction.
Excellent Communication Skills: Ability to listen actively, express empathy, and clearly convey information.
Strong Organizational Skills: Effectively manage multiple tasks while maintaining a high degree of accuracy.
Customer Service Expertise: Experience in a client-facing role, preferably in legal, healthcare, or professional services.
Attention to Detail: Precision in recording and managing client information.
Technical Proficiency: Comfort with customer relationship management (CRM) software, Microsoft Office Suite, and phone systems.
Discretion and Professionalism: Ability to handle sensitive client information with confidentiality and care.
Legal Knowledge (Preferred): Familiarity with family law or related fields is a plus but not required.
Phone Experience: Demonstrated success in handling inbound and outbound calls with professionalism and poise.
Remote Location: Maryland Resident located in Maryland.
$30k-44k yearly est. 14d ago
Care Team Intake Specialist
Synapticure Inc.
Remote welfare specialist job
About SynapticureAs a patient and caregiver-founded company, Synapticure provides instant access to expert neurologists, cutting-edge treatments and trials, and wraparound care coordination and behavioral health support in all 50 states through a virtual care platform. Partnering with providers and health plans, including CMS' new GUIDE dementia care model, Synapticure is dedicated to transforming the lives of millions of individuals and their families living with neurodegenerative diseases like Alzheimer's, Parkinson's and ALS.
The RoleDrives clinical and administrative support functions across the market, such as customer service, scheduling, registration, referrals, and prior authorizations. Serves as a Synapticure's representative to our members, external healthcare organizations, payer partners, and other partners to ensure that our members have the care and assistance they need to thrive.
Job Duties - What you'll be doing
Engagement-Manages new patient intake calls-Obtain brief medical history Obtain details of current/past medical provider-Gather insurance information Schedule and manage appointments per protocol or at the direction of the care team-Schedule clinical appointments-Track scheduling tasks and ensure execution by due date-Meet minimum required appointments scheduled daily-Follow all proper scheduling policies and procedures-Reschedule members who cancel, no show, or request to reschedule appointments send appointment reminders and confirmation-Manage related correspondence (e.g., document calls and texts) Completes FMLA forms
Operations and Follow-Up-Partner with the care team to complete visit-related tasks-Request and obtain medical records from health plans and external providers and organizations per protocol-Obtain completed member forms (e.g., consents and HIPPA forms)-Review medical records to ensure all necessary components of the medical record are available for appointments-Conduct eligibility checks-Communication tasks; Manage faxing tasks, including assignment of received faxes, Coordinate outgoing member communications, including standard mailings, news and member resources, Other printing/mailing/faxing as needed-Utilize our care facilitation and scheduling platforms to collect data, document member interactions, organize information, track tasks, and communicate with your team, members, and community resources-Generate and communicate standard reporting as needed-Fulfill other duties to support member care and operations as assigned Requirements - What we look for in you
HS Diploma or equivalent
Knowledge of healthcare operations
Medical Assistant or equivalent
Experience handling and reviewing medical records.
Experience in a startup or organization that has experienced rapid growth and change.
Experience in coordinating and managing referrals.
Exceptional communication skills.
Experience with EHR systems, Mac, and GoogleExperience with patient communication (ie scheduling and coordinating care) Basic knowledge of frequently prescribed medications
This position is remote and work would be based in your home. The necessary technology would be provided to work out of your home.
Salary and Benefits:Position is full time/exempt with competitive salary and benefits package including health insurance offering. Salary range for this role is competitive depending on the candidate's level of experience.
$30k-44k yearly est. Auto-Apply 60d+ ago
Talent Intake Specialist
Hmbl
Remote welfare specialist job
HMBL is your premiere Talent Partner and Executive Search Solution. We were founded on the fact that technical recruiting is most fruitful via partnership --than it is transactional. We partner the most innovative, cutting-edge tech companies. HMBL stances its foundational values around transparency, overcommunication, and the desire to improve. We leverage best industry practices, historical and predictive data and AI to acquire the industry's top 5% of technical talent.
Are you passionate about making the impossible possible? Are you interested in working with the best and brightest in the tech industry? Do you want to work on the front-lines of innovation?
We have what you're looking for!
Stay hungry. Stay HMBL.
Job Title: Talent Intake SpecialistLocation: Remote (U.S.-based) Employment Type: Full-time
As a Talent Intake Specialist, you'll be the first point of contact for candidates entering our recruiting pipeline. Your job is to run structured virtual intake calls, assess fit, capture key information, and create a great first impression. You'll play a critical role in qualifying talent for our recruiters and ensuring candidates feel supported and excited to move forward.What You'll Do
Conduct high-volume virtual intake calls with candidates daily (via Zoom or phone).
Collect and record candidate data in our CRM/ATS accurately and efficiently.
Explain open opportunities and screen for qualifications, interest, and availability.
Guide candidates through next steps and ensure smooth handoff to recruiters.
Represent our organization professionally and enthusiastically on every call.
Track daily metrics and continuously improve conversion and engagement rates.
Requirements
1+ year of experience in customer service, recruiting, sales, marketing or similar.
Comfort working in a fast-paced, high-volume environment.
Exceptional communication skills - able to engage candidates effectively, build relationships, and represent the company professionally.
Tech-savvy and resourceful - proficient in sourcing tools, applicant tracking systems (ATS), and Boolean search techniques.
Strong work ethic and self-motivation - takes ownership, meets deadlines, and goes the extra mile to find top talent.
Growth mindset - eager to learn, adapt, and continuously improve sourcing strategies.
Resilient and persistent - thrives in a fast-paced environment, embraces challenges, and doesn't give up easily.
Highly professional and detail-oriented - maintains a high standard of professionalism, confidentiality, and organization.
Team player - collaborates effectively with teammates, hiring managers, and cross-functional teams to drive hiring success.
Benefits
100% Remote in the US. (PST working hours)
Competitive base salary + Uncapped commissions
Accelerated career growth and fast track to full cycle recruitment and account management
Fast-paced, team-oriented environment where performance is rewarded.
Unlimited PTO
Equal Opportunity Employer:We are an equal opportunity employer and value diversity at our company. We prohibit any form of workplace discrimination based on race, color, ethnicity, national origin or ancestry, citizenship, religion, sex, sexual orientation, gender identity or expression, veteran status, marital status, pregnancy or parental status, or disability. Applicants will not be discriminated against based on these or other protected categories or social identities
$30k-44k yearly est. Auto-Apply 60d+ ago
Intake Specialist
Dream An Blessing Consulting
Welfare specialist job in Columbus, OH
Job Title: Intake Specialist
We are seeking a highly organized and detail-oriented Intake Specialist to join our team. The Intake Specialist will play a critical role in our organization by overseeing the intake process for new clients and ensuring all required information is accurately collected and documented. The ideal candidate should have excellent communication skills and the ability to multitask in a fast-paced environment.
Responsibilities:
- Handle the intake process for new clients, ensuring all necessary paperwork is completed accurately and in a timely manner.
- Collect and document all required information, such as personal details, demographics, insurance information, and medical history.
- Verify and authenticate clients' insurance coverage by contacting insurance providers and obtaining relevant details.
- Coordinate with other departments and team members to ensure a smooth transition for new clients.
- Assist clients with any questions or concerns regarding the intake process, providing excellent customer service.
- Maintain confidentiality and handle sensitive client information with utmost discretion.
- Keep up-to-date records of all client information in the system.
- Collaborate with the billing department to ensure accurate and timely billing for services rendered.
- Participate in regular team meetings to provide updates on intake processes and address any issues or bottlenecks.
- Stay updated on industry regulations and compliance requirements related to intake procedures.
- Identify areas for improvement in the intake process and suggest solutions to enhance efficiency and quality of service.
Requirements:
- High school diploma or equivalent; associate's or bachelor's degree preferred.
- Proven experience working in a similar role, preferably in a healthcare or social service setting.
- Strong organizational skills, with the ability to multitask and prioritize tasks effectively.
- Excellent communication skills, both written and verbal, with the ability to effectively interact with clients, team members, and insurance providers.
- Attention to detail and a commitment to accuracy in collecting and documenting client information.
- Proficient in using electronic health record (EHR) systems and other relevant software applications.
- Familiarity with insurance billing processes and medical terminology is preferred.
- Ability to maintain confidentiality and handle sensitive information with discretion.
- Strong problem-solving skills and the ability to think critically.
- Comfortable working in a fast-paced, high-pressure environment.
- Strong customer service skills and a compassionate, empathetic approach.
We offer competitive compensation and benefits packages, including health insurance, retirement plans, and opportunities for professional growth. If you are organized, detail-oriented, and passionate about providing exceptional service to clients, we would love to hear from you. Apply today to join our team as an Intake Specialist.
$28k-40k yearly est. 60d+ ago
Intake Specialist - Telehealth
Anova Care
Remote welfare specialist 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 3.8
Remote welfare specialist 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 60d+ ago
Youth Specialist (Juvenile Correctional Officer)
Dasstateoh
Welfare specialist job in Circleville, OH
Youth Specialist (Juvenile Correctional Officer) (250009NA) Organization: Youth Services - Circleville Juvenile Correctional FacilityAgency Contact Name and Information: Cally Gilliland, **************************** Unposting Date: Jan 11, 2026, 4:59:00 AMWork Location: Circleville Juvenile Correctn 640 Island Road Circleville 43113Primary Location: United States of America-OHIO-Pickaway County-Circleville Compensation: $24.16 - $31.78Schedule: Full-time Classified Indicator: ClassifiedUnion: OCSEA Primary Job Skill: Juvenile CorrectionsTechnical Skills: Criminology/Criminal Justice, Juvenile Corrections, SecurityProfessional Skills: Attention to Detail, Conflict Management, Reasoning, Situational Awareness, Observation Agency OverviewJOIN OUR TEAM! MAKE A DIFFERENCE WHILE BUILDING A CAREER!We are transforming and saving lives at DYS!A safer Ohio: one youth, one family and one community at a time.About Us…Our mission at the Ohio Department of Youth Services (DYS) is to improve Ohio's future by habilitating youth and empowering families and communities. We believe that all youth will be given an opportunity to live up to their greatest potential and staff are our greatest resource. DYS is the juvenile corrections system for the state of Ohio. DYS is statutorily mandated to confine felony offenders, ages 10-21, who have been adjudicated and committed by one of Ohio's 88 county juvenile courts. During their stay with DYS, youth are engaged in programming that is designed to address their criminological and behavioral needs. DYS reaches thousands of youth in facilities and those on parole.Our Guiding Principles…Demonstrate staff are our greatest resource Treat everyone with respect Cultivate a trauma responsive environment for staff and youth to thrive Provide the best support and services for youth and families Advance our culture of inclusion through understanding and appreciating staff and youth differences Commit to and encourage collaboration and continuous improvement to produce better outcomes for those we serve Celebrate collective successes and support one another through opportunities to improve To learn more about DYS, please visit our website by clicking here.Job DescriptionStarting pay is over $50,000 per year. By working just two (2) overtime assignments per week, new staff can add an additional $30,000 salary per year. New Youth Specialists receive their first pay increase after six (6) months of employment.
What You'll Do:
DYS is seeking a Youth Specialist [Juvenile Correctional Officer] to join our diverse team! This person will oversee facility functions while providing valuable mentorship, experience, and knowledge to the youth in our care. The ideal candidate will be a strong leader with a solid background and a passion to habilitate youth.
Specifically, the Youth Specialist [Juvenile Correctional Officer] will:
Provide safety, security, custodial care, & surveillance of assigned youth
Utilize provided training to observe, intervene, and de-escalation youth behavior and conflicts
Manage and maintain security and a positive interaction during and after family visits
Complete all required documents (reports, logs, evaluations etc.)
Oversee movement on facility grounds and outside trips
Monitor and instruct youth on general housekeeping duties
Maintain awareness of unusual behavior and crisis situations
Collaborate and provide information to division leadership
Why Work for the State of OhioAt the State of Ohio, we take care of the team that cares for Ohioans. We provide a variety of quality, competitive benefits to eligible full-time and part-time employees*. For a list of all the State of Ohio Benefits, visit our Total Rewards website! Our benefits package includes:
Medical Coverage
Free Dental, Vision and Basic Life Insurance premiums after completion of eligibility period
Paid time off, including vacation, personal, sick leave and 11 paid holidays per year
Childbirth, Adoption, and Foster Care leave
Education and Development Opportunities (Employee Development Funds, Public Service Loan Forgiveness, and more)
Public Retirement Systems (such as OPERS, STRS, SERS, and HPRS) & Optional Deferred Compensation (Ohio Deferred Compensation)
*Benefits eligibility is dependent on a number of factors. The Agency Contact listed above will be able to provide specific benefits information for this position.QualificationsHigh school diploma or G.E.D.; valid driver's license; must successfully complete Juvenile Correctional Officer assessment. Must be 21 years of age at time of application. -Or equivalent of minimum class qualifications for employment noted above. Probationary period is 365 days. Job Skills: Juvenile Corrections, Security, Criminology/Criminal Justice, Conflict Management, Reasoning, Observation, Attention to Detail, Situational AwarenessSupplemental InformationThe final candidate selected for this position will be required to undergo a pre-employment drug screening and criminal background check that includes results from BCI & FBI, Public Safety, and State of Ohio Taxation. An individual assessment of an applicant's prior criminal convictions will be made before excluding an applicant from consideration. All new candidates hired to the Department of Youth Services must partake in paid, mandatory 4 weeks of training. Week 1 is held at CJCF, weeks 2 through 4 are held in Orient, Ohio, 10-hour training days, Monday through Thursday.DYS is a "qualifying employer" for the purposes of the federal Public Service Loan Forgiveness (PSLF) program.ADA StatementOhio is a Disability Inclusion State and strives to be a model employer of individuals with disabilities. The State of Ohio is committed to providing access and inclusion and reasonable accommodation in its services, activities, programs and employment opportunities in accordance with the Americans with Disabilities Act (ADA) and other applicable laws.Drug-Free WorkplaceThe State of Ohio is a drug-free workplace which prohibits the use of marijuana (recreational marijuana/non-medical cannabis). Please note, this position may be subject to additional restrictions pursuant to the State of Ohio Drug-Free Workplace Policy (HR-39), and as outlined in the posting.
$24.2-31.8 hourly Auto-Apply 14h ago
Care Management Intake Specialist
Integrated Services for Behavioral Health 3.2
Welfare specialist job in Lancaster, OH
Job Description
We are seeking a Care Management Intake Specialist!
Join our team!
Integrated Services for Behavioral Health (ISBH) is a community-minded, forward-thinking behavioral health organization helping people along the road to health and well-being. We meet people in their homes and communities and help connect them to the resources they need. We serve Southeastern and Central Ohio with a comprehensive array of behavioral health and other services - working with local partners to promote healthy people and strong communities. All of our services are intended to be collaborative and personalized for the individual.
The salary range for this position is $22.93- $25.38 per hour based on experience.
Essential Functions:
Processes youth assigned to ISBH for OhioRISE care coordination to ensure each client is eligible, set up, and referred to care coordinators within the established program timelines.
Manages transfers of care and ensures documentation is completed according to program standards
Provides follow-up for any missing information when necessary.
Documents all youth information in our data systems.
Manages communication from ISBH staff, guardians, community, and state partners via phone, text, and email.
Interacts with ISBH staff and external partners in a positive manner, providing excellent customer service.
Maintains advanced knowledge of OhioRISE assignment processes and systems, including but not limited to CareLogic software, Ohio MCO referral requirements, ISBH, and the partner required content.
Performs other related duties as required.
Minimum Requirements:
High School diploma or GED.
Three years of experience working in a medical referral position and/or nonprofit administrative management environment required.
Demonstrated a high degree of cultural awareness.
Ability to use appropriate databases, spreadsheets, and other software.
Able to effectively communicate through verbal/written expression.
Must be able to operate in an Internet-based, automated office environment.
Must be able to attend all trainings in-person
Enjoy a great work environment with an excellent salary, generous paid time off, and a strong benefits package!
Benefits include:
Medical
Dental
Vision
Short-term Disability
Long-term Disability
401K w/ Employer Match
Employee Assistance Program (EAP) provides support and resources to help you and your family with a range of issues.
To learn more about our organization: *****************
OUR MISSION
Delivering exceptional care through connection
OUR VALUES
Dignity - We meet people where they are on their journey with respect and hope
Collaboration - We listen to understand and ask how we can best support the people and communities we serve
Wellbeing - We celebrate one another's strengths, and we support one another in being well
Excellence - We demand high-quality care for those we serve, and are a leader in how we care for one another as a team
Innovation - We deeply value a range of perspectives and experiences, knowing it is what inspires us to stretch past where we are and reach towards what we know is possible
We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
$22.9-25.4 hourly 11d ago
Bilingual Intake Specialist (Global)
Crisp Recruit
Remote welfare specialist 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.