Intake Coordinator & Case Data Lead

University of Massachusetts Medical School; Westborough (MA); On-site; USD 48,000 - 62,000; Full time

Job summary

University of Massachusetts Medical School is seeking an Intake Coordinator to support the unit by coordinating intake workflows, guiding staff, and ensuring accurate data collection from multiple sources. The role involves advising stakeholders on Unit policies and procedures and reporting to management on workflow status.

The ideal candidate has a Bachelor’s degree or equivalent experience, 1–3 years of customer service, strong analytical and communication skills, and proficiency with

Qualifications

• Bachelor’s degree or equivalent experience.
• 1–3 years in customer service or related business roles.
• Strong analytical, oral and written communication skills.
• Proficiency with Office and web-based applications.

Responsibilities

• Understand intake policies and update as necessary.
• Supervise Intake staff and contribute to annual reviews.
• Coordinate workload, monitor productivity and report results to Manager.
• Use large web databases to obtain member eligibility and case information.
• Train staff on procedural changes and suggest process improvements.
• Oversee mail processing, filing, and other unit duties.
• Research case information via web tools.
• Conduct regular staff meetings to review updates.
• Handle inbound/outbound calls with clients and payees.
• Update client case records accurately with new information.

Skills

Analytical thinking

Communication skills

Customer service

Education

Bachelor’s degree or equivalent experience

Tools

Microsoft Office

Job description

University of Massachusetts Medical School is seeking an Intake Coordinator to support the unit by coordinating intake workflows, guiding staff, and ensuring accurate data collection from multiple sources. The role involves advising stakeholders on Unit policies and procedures and reporting to management on workflow status.

The ideal candidate has a Bachelor’s degree or equivalent experience, 1–3 years of customer service, strong analytical and communication skills, and proficiency with