Care Management Intake Manager

Personify Health, Inc.; United States; Remote; USD 58,000 - 65,000; Full time

Benefits offered by this job

Competitive base salary

Unlimited PTO

Comprehensive medical and dental

Retirement planning

Professional development

Diversity & inclusion

Job summary

Personify Health, Inc. is seeking an Intake Supervisor to lead daily intake operations, manage workload, and ensure accuracy across claims, referrals, and cases. You will coach staff, drive performance improvement, and uphold URAC and NCQA standards to protect client trust.

The role emphasizes building efficient processes, auditing quality, and maintaining HIPAA compliance while supporting a mission-driven team focused on health and wellbeing.

Qualifications

• Associate degree required.
• 1-2 years of supervisor or team lead experience.
• 1 year of call center experience preferred.
• Background in TPA, health plan, medical management services, medical billing, hospital, or emergency services.
• Managed care, UR, CM, or DM exposure preferred.

Responsibilities

• Lead daily Intake operations: schedule, allocate workload, ensure workflow adherence.
• Deliver coaching, feedback, and performance audits; apply corrective actions.
• Participate in hiring, onboarding, and training of new Intake staff; manage corrective actions.
• Review staff work for completeness, accuracy, and compliance with policy and regulations.
• Identify issues and escalate with context and recommendations.
• Create and roll out policies, procedures, and SOPs; keep staff informed.
• Maintain URAC and NCQA audit readiness and documentation quality.
• Uphold HIPAA and confidentiality across tasks.
• Conduct audits and performance reviews to ensure quality and compliance.
• Serve as subject matter expert for non-clinical intake operations.

Skills

Supervisory experience

Call center experience

TPA/health plan background

URAC/NCQA familiarity

Medical terminology

Education

Associate degree

Tools

Microsoft Word/Excel/Outlook

Power BI

Teams/SharePoint

Airtable

Confluence

Job description

Overview

Who We Are

Because health is personal. That's why Personify Health created the first and only personalized health platform—bringing health plan administration, holistic wellbeing solutions, and comprehensive care navigation together in one place. We serve employers, health plans, and health systems with data-driven solutions that reduce costs while actually improving health outcomes. Together, our team is on a mission to empower people to lead healthier lives.

Learn even more about the work that drives us at personifyhealth.com.

Responsibilities

Ready to lead the team that gets every case started right?

Why This Role Matters

Every claim, referral, and case that enters our system starts at Intake — and how well that process runs determines everything downstream, from compliance standing to member trust. This role keeps that engine running: setting the pace, catching errors before they become problems, and making sure the team hits the mark on accuracy and turnaround every single day. The work directly protects our audit readiness with URAC and NCQA, which means it protects the organization's credibility with every client and health plan we serve. When this team performs, members get faster, more accurate service — and when you lead them well, that performance becomes the department's reputation.

What You'll Actually Do

• Lead daily Intake operations: Own the scheduling, workload distribution, and workflow adherence for your team, keeping production steady and predictable.
• Drive coaching and accountability: Deliver regular coaching, feedback, and performance audits, and apply corrective or disciplinary action when standards for productivity, quality, and timeliness aren't met.
• Build the team: Participate in hiring, onboarding, and training new Intake staff, and manage corrective action processes when performance issues arise.
• Monitor quality and compliance: Review staff work for completeness, accuracy, and compliance with company policy and regulatory requirements, flagging issues before they elevate.
• Escalate strategically: Identify operational and performance issues that need leadership visibility, and bring them forward with context and recommendations.
• Develop operational standards: Create and roll out policies, procedures, and SOPs, keeping staff current through ongoing communication and education.
• Maintain audit readiness: Ensure staff documentation and timeliness consistently meet URAC and NCQA requirements, so external audits never catch the team off guard.
• Protect compliance standards: Uphold HIPAA, confidentiality, and minimum necessary access requirements across every task and interaction.
• Own quality assurance: Conduct audits and performance reviews that validate the team is meeting compliance and quality expectations.
• Serve as the go-to expert: Act as the subject matter expert for non-clinical intake operations, documentation standards, and compliance expectations across the department.

Qualifications

What You Bring to Our Team

• Associate degree required
• 1-2 years of supervisor or team lead experience
• 1 year of call center experience preferred
• Background in TPA, health plan, medical management services, medical billing, hospital, or emergency services
• Managed care, UR, CM, or DM exposure preferred

Technical Skills:

• Proficiency in Microsoft Word, Excel, and Outlook
• Working knowledge of medical claims processing and ICD-10, CPT, and HCPCS coding
• Experience with Teams, SharePoint, VPN, UM Web or Health Notes, El Dorado, Quick Links, GIAS, ADP, Confluence, phone systems with headset, and Smartsheet
• Proficiency in Airtable and Power BI, with experience building data-driven reports, dashboards, and workflows, a plus
• Knowledge of NCQA and URAC standards
• Familiarity with medical terminology and claims processes

Benefits

The Highlights:

• Competitive base salary and benefits effective day one
• Comprehensive medical and dental through our own health solutions (yes, we use what we build)
• Unlimited PTO—rest and recharge time is non-negotiable
• Mental health support, retirement planning, and financial protection
• Professional development with clear career progression and learning budgets
• Mission-driven culture where diverse perspectives drive real impact on people's health

Want the full picture?Visitpersonifyhealthbenefits.comto explore our complete benefits package, wellness programs, and other employee perks.

Compensation: This position offers a base salary range of $58,000 - $64,500, depending on location, skills, and experience. You're eligible for our full benefits package starting day one.

Our Commitment:Personify Health is an equal opportunity employer committed to diversity, equity, inclusion, and belonging. We cultivate a work environment where differences are celebrated, and employees of all backgrounds are empowered to thrive—because diversity is core to who we are and critical to our work in health and wellbeing.

Stay Safe:Personify Health will never ask for payment or sensitive personal information like social security numbers during hiring. All official communication comes from verified company email addresses and or our secure applicant tracking system. Suspicious requests? Report them [e-mail]. View all legitimate openings atpersonifyhealth.com/careers.