Client Intake Service Specialist

Full Time
San Ramon, CA 94583
Posted
Job description

You will be the first point of contact whether it's in person or on the phone.

We are looking for a motivated energetic, friendly, and flexible individual. The ability to multi-task throughout the day is essential. Communication and Organization will be the key to this position.

Responsibilities of the position include, but are not limited to:

  • Answer incoming phone calls.
  • Process new client inquiries and initiate the paperwork.
  • Follow-up and follow through with new clients.
  • Verify health benefits, and insurance authorizations, if needed.
  • Provides clients with an explanation of their benefits.
  • Accurately processing patient information including data entry into EMR.
  • Communicate updates to new clients on the status of their inquiries on services.
  • Greeting in-person clients.
  • Collecting copay/deductible and overdue balances
  • Weekly and Monthly stats to the CEO
  • Attend team and dept. meetings Participates and contributes in team meetings
  • Meet with manager for ongoing support.
  • Complete special projects as assigned.
  • Excellent attendance.

Skills

  • Thorough knowledge of Microsoft Office
  • Attention to details.
  • Multitasking is a must.
  • Organization.
  • Participates in and adheres to, as required, HIPPA Polices and Procedures.

Job Type: Full-time

Pay: $55,000.00 - $65,000.00 per year

Benefits:

  • 401(k) matching
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Life insurance
  • Paid time off
  • Referral program
  • Relocation assistance
  • Vision insurance

Schedule:

  • Monday to Friday

Supplemental pay types:

  • Bonus pay

Ability to commute/relocate:

  • San Ramon, CA 94583: Reliably commute or planning to relocate before starting work (Required)

Experience:

  • Customer service: 1 year (Preferred)

Work Location: In person

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