Hybrid Client Intake & Liaison Specialist

The Phia Group; United States; Hybrid; USD 50,000 - 55,000; Full time

Job summary

The Phia Group Consulting (PGC) is seeking an IntakeProject Coordinator to act as the first contact for contracted clients and prospects across multiple lines of business. The role requires clear written and phone communication, excellent organization, and the ability to handle tasks in a fast-paced environment in a hybrid onsite/remote setting.

Responsibilities include coordinating requests, maintaining client relationships, and collaborating with Data Analysts on process improvements.

Qualifications

• High School diploma or GED required; Bachelor’s degree preferred.
• 0–2 years related work experience in healthcare insurance or legal fields.
• Excellent attention to detail with ability to multi-task.
• Strong written and verbal communication; able to work independently or in a team.
• Proficient with Microsoft Word, Excel, and Outlook.

Responsibilities

• Respond to clients promptly and prioritize requests in a fast-paced environment.
• Act as liaison with other departments and outside agencies.
• Log project requests via email/phone and route through workflow.
• Prepare written responses to routine inquiries; compile data and reports.
• Schedule and coordinate internal and external meetings; log notes and follow-ups.

Skills

Attention to detail

Communication

Multi-tasking

Teamwork

Education

High School diploma or GED

Bachelor's degree preferred

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

The Phia Group Consulting (PGC) is seeking an IntakeProject Coordinator to act as the first contact for contracted clients and prospects across multiple lines of business. The role requires clear written and phone communication, excellent organization, and the ability to handle tasks in a fast-paced environment in a hybrid onsite/remote setting.

Responsibilities include coordinating requests, maintaining client relationships, and collaborating with Data Analysts on process improvements.