Intake Coordinator

The Phia Group; Town of Canton (NY); Hybrid; USD 50,000 - 55,000; Full time

Job summary

The Phia Group is seeking an IntakeProject Coordinator for its PGC team. This hybrid role combines onsite and remote work, serving as the first point of contact for contracted clients and prospects across multiple business lines.

You will coordinate requests, log activities, prepare responses, and collaborate with data analysts to improve processes while maintaining strong client service and organization in a high-volume health benefits setting.

Qualifications

• High School diploma or GED required; Bachelor's preferred.
• Healthcare, insurance or legal field experience is a plus.
• Strong written and verbal communication required.

Responsibilities

• Respond to clients promptly and prioritize requests in a fast-paced environment.
• Act as liaison with other departments and outside agencies.
• Log requests and track via proprietary software and workflow.
• Prepare written responses and recurring/ad hoc reports.
• Schedule meetings and log follow-ups in the system.

Skills

Attention to detail

Communication skills

Organizational skills

MS Word

MS Outlook

MS Excel

Team collaboration

Education

High School diploma or GED

Bachelor's degree

Tools

MS Word

MS Outlook

MS Excel

Job description

The Phia Groups Phia Group Consulting or PGC team is responsible for providing guidance to employers health benefit plans insurance carriers brokers claims processors and third party administrators This organization does everything from reviewing applicable laws to ensure benefit plan compliance to drafting benefit plan documents policies From aiding decision makers in assessing complicated scenarios to researching rules and regulations our consultants are constantly challenged by this thrilling industry As an IntakeProject Coordinator you will primarily act as a liaison between PGC and its clients The Intake Coordinator represents the first point of contact for contracted clients and prospects across multiple lines of business The ideal candidate must thrive working independently with limited supervision routing tasks through each line of business work flow anticipate client and PGCs needs and communicate clearly and concisely in writing and over the phone Additionally the employee must be able to manage tasks in in a fast paced environment with a superior level of organization At The Phia Group whose mission is to provide high quality yet affordable healthcare to American employees and their families you can look forward to not only exceptional benefits for yourself but also being immersed in a company that was named one of USA Todays Top Workplaces for 2026 Meanwhile from a regional perspective The Boston Globe Courier Journal and Louisville Business First annually recognize our unwavering commitment to upholding an internal culture of inclusivity enjoyment and empathy for our valued employees by listing The Phia Group in their respective lists for the Top Places to Work This is a hybrid position allowing a combination of onsite and remote work in a given week

Essential Duties and Responsibilities include the following

Other duties may be assigned Respond to clients in a prompt manner and prioritizes requests and inquiries remaining exceptionally organized in a fast paced environmentAct as a liaison with other departments and outside agenciesReceive projects requests and inquiries from clients via email and telephone logging into proprietary tracking software and moving requests through the proper work flowEnsure positive client experience through professional demeanor on the telephone and through e mailAnticipate client issues questions and inquiries and work with internal contacts to resolve mattersPrepare written responses to correspondence containing routine inquiriesCompile data and prepare recurring and ad hoc reports using word processing spreadsheets database andor presentation software ie MS Word Excel Microsoft Outlook and other programsSchedules and coordinates internal and external meetings Prepares agendas materials ensures notes are logged and follow up tasks are logged in proprietary softwareLog project files in electronic filing system and keep all matters updated and currentCollaborate with Data Analyst to identify process improvement opportunities and implement changesMaintain and routinely audit standard operating procedures and templates for responsible lines of businessExperience and Qualifications High School diploma or GED required Bachelors degree preferred0 2 years related work experience required Plus experience in healthcare insurance and legal fieldsExcellent attention to detail with the ability to multi taskExcellent written and verbal communication skills Must be able to communicate with all levels of staff vendors and clientsAbility to analyze data draw conclusions and share insightful takeawaysHigh level of proficiency in Microsoft Word Outlook and Excel is requiredOutstanding organizational interpersonal and administrative skillsMust be self motivated and able to meet deadlines under pressureMust have the ability to work as part of a team as well as to work independentlyBonus basic knowledge of health care and insurance terminology

Working Conditions

Physical Demands Sitting at workstation for prolong periods of time Extensive computer work Workstation may be exposed to overhead fluorescent lighting and air conditioning Fast paced work environment Operates office equipment including personal computer copiers and fax machines This job description is not intended to be and should not be construed as an all inclusive list of all the responsibilities skills or working conditions associated with the position While it is intended to accurately reflect the position activities and requirements the company reserves the right to modify add or remove duties and assign other duties as necessary External and internal applicants as well as position incumbents who become disabled as defined under the Americans with Disabilities Act must be able to perform the essential job functions as listed here either unaided or with the assistance of a reasonable accommodation to be determined by management on a case by case basis

Salary 50000 55000