Intake Coordinator

Disability Management Institute; Barrie; Hybrid; CAD 42,000 - 45,000; Full time

Job summary

Join a growing company as an Intake Coordinator, where you'll play a crucial role in administrative support for disability management team operations. This hybrid role offers a chance to ensure efficient documentation management while developing your professional skills in a collaborative environment.

Benefits

Minimum 3 weeks' vacation

Flex days for work-life balance

Wellness programs

Participation in Happy Friday program

Qualifications

• 1-2 years administrative experience in health, insurance, or disability.
• New graduates are also welcome.

Responsibilities

• Manage documentation and case triaging.
• Ensure high accuracy in data entry and compliance with privacy policies.

Skills

Customer service

Attention to detail

Education

Post-Secondary Diploma or Degree

Tools

Microsoft Outlook

Microsoft Word

Microsoft Excel

Job description

WHO ARE WE?

Disability Management Institute (DMI) offers small and medium sized employers flexible innovative solutions to their disability management needs. Our specialties include: WCB/WSIB Claims Management, Self-Funded Sick Leave Adjudication, and Non Occupational Absence Management, Return to Work Planning, Disability Management, and STD, MTD, and LTD Claims Management. Ranging in size from 5-2500 employees our clients span the public and private sectors and cover a wide range of industries.

YOUR ROLE

We are currently looking for a Intake Coordinator to join our team, working hybrid based in our offices in Barrie, ON. The Intake Coordinator works collaboratively within the team to provide administrative support to both Ontario and British Columbia teams. This role maintains and electronically files all documentation received and updates all required data fields in proprietary case management systems. They are responsible for triaging cases and assigning them to the appropriate team member.

OUTCOMES

Within the first 90 Days

• Demonstrates exceptional customer service skills and builds/maintains excellent relationships with clients and various stakeholders.
• Enters information into DMS system with >90% accuracy.
• Audits should show that documentation has been appropriately managed >95% of the time.
• Responds to all emails and voicemails within 24 hours.
• Successfully follows all internal procedures for documentation management. Where scenarios fall outside the norm, consults with a Senior Intake Coordinator, Team Lead, Supervisor, or other senior staff person to determine any relevant modifications to standard process.
• Works collaboratively with team members to ensure that Outlook mailboxes are managed appropriately with the expectation that they will be cleared by end of day (dependent on volume per day)
• Demonstrates exceptional attention to detail. Ensures >95% level of accuracy with respect to carrier application submissions.

YOUR IMPACT

• You will monitor all sources of new documentation including mail, faxes, and emails; ensures documents are inputted and triaged in accordance with internal service standard
• You will set-up new claim files in appropriate claims management system and assigns to member of the team.
• You will review policy information to confirm insurance coverage for each new client file created.
• You will review information received and identifies inaccuracies or incompleteness; relays this information to the appropriate team member for follow-up
• You will ensure that guidelines are followed, so that all relevant file information from documents received are accurately charted and entered into the appropriate fields in the proprietary disability management system.
• You will utilize internal naming conventions to appropriately name and file documentation as well as attaching the documentation to the appropriate file
• You will communicate in a professional manner with all outside contacts, ensuring that only allowable information is released to recognized recipients by adhering to the requirements of the company’s Privacy Policy and the Confidentiality Policy.
• You will assist with providing coverage for incoming calls and other team members as needed.
• You will respond to all emails and voicemails received
• Any further administrative duties as deemed required by the leadership team.
• Attends internal meetings as required.

THIS IS YOU

• 1-2 years administrative experience in health, insurance, disability related field or new graduate.
• Competency in Microsoft Outlook, Word, and Excel

THIS IS NICE

• Administrative Post-Secondary Diploma or Degree

WHAT YOU'LL GET

In addition to becoming part of a creative, challenging, and stimulating work environment, we also offer:

• Our company-wide vacation policy guarantees a minimum of 3 weeks' vacation
• Flex days to help you achieve that work-life balance
• Wellness programs to support you in and out of the office
• Participation in our Happy Friday program

YOUR COMPENSATION

At the time of this posting, the estimated pay range for this position is $42,000-$45,000. Individual compensation within this range is determined by factors such as job-related skills, relevant experience, and education/training. This range reflects the base pay and does not encompass our comprehensive total rewards, benefits, and potential bonuses that we proudly offer.

WHY YOU WILL LOVE WORKING FOR DMI

Professional Development

We are a fast-growing company and as a result, there are ample opportunities for career growth and professional development when you join our team. From a transparent promotion structure and defined career paths to a wide range of learning and development opportunities, we do what it takes to invest in your career and help you hone your skills so you can grow alongside us!

Health & Wellness Benefits

We offer a comprehensive array of health and wellness benefits that provide choices so you can tune your benefits plan to fit your unique needs.

Events and Socials

When you join our team, you’ll enjoy everything from virtual company-wide teaching and training days, industry events, Happy Fridays, team social events and much more!

We thank everyone who applies to the Intake Coordinator role; however, due to the volume of applications we receive, we are only able to contact candidates who have been selected for an interview.