Intake Client Specialist

Lever, Inc.; Ankeny (IA); Hybrid; USD 35,000 - 47,000; Full time

Benefits offered by this job

Referral bonuses

Weekly paychecks

PTO

401k

Full benefits package

Job summary

Mom’s Meals is seeking an Intake Client Specialist to manage a queue of incoming documents in our CRM, creating and updating client records with precision to support billing and compliance. This fully remote role requires Iowa residency; day-one onsite orientation at the Ankeny office is required.

You will collaborate with Agency Case Managers, coordinate with internal teams, and ensure timely entry while adhering to procedures.

Qualifications

• High school diploma or equivalent.
• Basic Microsoft Office skills and data entry experience.
• Strong attention to detail with accuracy.
• Ability to navigate multiple computer systems and search tools.
• Strong verbal and written communication skills.
• Quiet home workspace with wired internet.
• Ability to meet deadlines in a fast-paced environment.

Responsibilities

• Review incoming documentation to create or update client records in the CRM.
• Correspond with Agency Case Managers via email, portal messaging, and phone.
• Troubleshoot and resolve account issues as needed.
• Coordinate with internal partners including Logistics, Billing, and Compliance.
• Assist other departments with intake-related inquiries.

Skills

Microsoft Office

Data entry

Attention to detail

Analytical skills

Problem solving

Multi-system navigation

Communication

Time management

Team player

Policy adherence

Wired internet required

Quiet workspace

Education

High school diploma

Some college experience

Medical billing terminology

Tools

CRM software

Job description

The Intake Client Specialist manages a queue of incoming documents to create new clients, and update existing clients as needed in the Customer Relationship Management (CRM) system. This Specialist operates within a service level agreement managing speed to start entry while observing various agency specific handling procedures maintaining the highest level of accuracy for billing and compliance purposes.

This is a fully remote position. Employees must be located in Iowa (applicants outside of Iowa will not be considered).

The starting wage is $17.00/hour with weekly pay, PTO, and benefits available after 30 days of employment.

Work hours are Monday-Friday 8:00am-5:00pm with the potential of overtime.

This position will start on Monday, October 26th. You must be able to come onsite to our Ankeny office day 1 of employment for orientation.

Position Responsibilities may include, but not limited to

• Review incoming Medical Service Authorizations and Medical paperwork to create new clients, update existing clients, and close accounts as needed
• Correspond and follow up with Agency Case Managers via email, State Portal Messaging, and phone calls for action items or needed information
• Troubleshoot and resolve account issues as required
• Coordinate with internal business partners including but not limited to Logistics, Customer Care, Billing, and Compliance
• Assist other departments for Intake-related inquiries

Required Skills and Experience

• High school diploma or equivalent
• Basic Microsoft Office skills
• Previous Data Entry skills
• Strong analytical skills with high attention to detail and accuracy
• Ability to problem solve issues in a timely manner
• Ability to navigate multiple computer systems, applications, and utilize search tools to find information
• Strong verbal, written, and interpersonal communication skills
• Ability to prioritize, meet deadlines, and adjust as needed in a fast paced environment
• Ability to achieve high production and quality standards
• Ability to work effectively in both a team and individual environment
• Sincerity and passion for helping people
• Prior experience adhering to company policies and showing core values
• Must have a wired internet connection using an ethernet port. Broadband internet wired to the home is required - Cable Modem/service or Fiber Optic. No Satellite, 4/5G, or DSL circuits
• Must have a quiet workspace that is free from distraction

Preferred Skills and Experience

• Some college experience or equivalent
• Medical Billing terminology

Physical Requirements

• Repetitive motions that include the wrists, hands and/or fingers
• Sedentary work that primarily involves sitting, remaining in a stationary position for prolonged periods
• Visual perception to perform job including peripheral vision, depth perception, and the ability to adjust focus

Our team members enjoy:

• Eligible for Referral Bonuses starting Day 1
• Weekly paychecks
• PTO, 401k, & a Full benefits package

Company Overview

Mom’s Meals is a home-delivered meal service providing fully prepared, refrigerated meal solutions direct to homes nationwide since 1999. We provide seniors, patients recovering post-discharge and those managing a chronic condition with tailored nutrition solutions to manage their specific needs. If you are passionate about the well-being of others and have a strong sense of community, Mom’s Meals could be the place for you! We are a family operated business looking for fun, compassionate, and friendly people who want to make a difference in the lives of others.

EEO

Mom’s Meals complies with all applicable federal and state non-discrimination laws. All qualified applicants shall receive consideration for employment without regards to race, religion, national origin, ancestry, color, gender, age, disability, sexual orientation or military status.