Intake Specialist

Innovative Integrated Health; Bakersfield (CA); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

401(k)

Dental insurance

Employee assistance program

Employee discount

Flexible spending account

Health insurance

Health savings account

Life insurance

Paid sick time

Paid time off

Referral program

Retirement plan

Vision insurance

Job summary

Innovative Integrated Health is seeking an Intake Specialist to manage enrollment forms, coordinate site visits, and verify Medi-Cal and Medicare coverage for prospective participants. You will update tracking logs, support with pre-initial assessments, and align processes with CMS and DHCS policies.

The role requires strong communication, attention to detail, and ability to work with an interdisciplinary team to ensure timely enrollment and participant satisfaction.

Qualifications

• Proficient in MS Office suite (Word, Excel, Outlook).
• Strong written and verbal communication skills.
• Ability to learn department policies and services quickly.
• Attention to detail and organizational skills.
• Customer-focused with flexible prioritization.

Responsibilities

• Answer calls from prospective enrollees and provide information on eligibility and services.
• Schedule intake meetings and site tours for prospective enrollees.
• Complete intake assessments and verify Medi-Cal and Medicare coverage.
• Update enrollment data in systems and coordinate Level of Care assessments.
• Maintain intake logs and support enrollment and marketing activities.

Skills

MS Office

Communication

Organization

Attention to detail

Customer service

English proficiency

Education

High School Diploma or GED

Tools

Microsoft Office

Job description

Who We Are

PACE by IIH is empowering senior participants to age at home with dignity through personalized, comprehensive care plans that deliver high-quality health and human services along with strong community support. Through an interdisciplinary and participant-centered model of care, PACE by IIH is committed to improving quality of life, promoting independence, and providing compassionate support tailored to the unique needs of each participant. Our team works collaboratively to deliver innovative, community-based healthcare solutions that allow seniors to remain safely and comfortably in their homes while receiving the care and services they need to thrive.

• 401(k)
• Employee assistance program
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Referral program
• Vision insurance

Who We Are

PACE by IIH is empowering senior participants to age at home with dignity through personalized, comprehensive care plans that deliver high-quality health and human services along with strong community support. Through an interdisciplinary and participant-centered model of care, PACE by IIH is committed to improving quality of life, promoting independence, and providing compassionate support tailored to the unique needs of each participant. Our team works collaboratively to deliver innovative, community-based healthcare solutions that allow seniors to remain safely and comfortably in their homes while receiving the care and services they need to thrive.

Benefits

• 401(k)
• Dental insurance
• Employee assistance program
• Employee discount
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid sick time
• Paid time off
• Referral program
• Retirement plan
• Vision insurance

Job Summary

The Intake Specialist performs a variety of administrative duties, including completing, filing, and submitting participants intake forms. This position requires skill in planning, organizing and coordinating enrollment and retention activities, as well as the coordination of day-to-day administrative activities.

Essential Job Functions

• Answers phone calls from prospective enrollees and provides information regarding eligibility requirements and services.
• Schedules face to face meetings with prospective enrollees to conduct intake and to provide a site tour.
• Completes intake assessments with prospective enrollees and verifies Medi-Cal and Medicare coverage.
• Updates PrimeSuite and PaceLogic with new enrollment demographic data,
• Schedules Level of Care assessments and other pre-initial assessments as required.
• Completes enrollment conference with prospective enrollees.
• Updates Intake Tracking Log on daily basis for enrollment reporting to VP of Business Development.
• Responsible for meeting target enrollment and Business Development goals.
• Updates New Enrollee Logs monthly and other tracking logs as necessary.
• Maintains intake files and reports.
• Coordinates requests for medical records, working closely with the medical records department, for newly enrolled participants and provides information to the Interdisciplinary Team (IDT) members as needed.
• Assists with participant recruitment efforts by conducting outreach activities and designated provider and community locations as needed.
• Assists with marketing activities and special projects as needed.
• Participates at meetings as needed.
• Responsible for adhering to Centers for Medicare and Medicaid Services (CMS), Department of Health Care Services (DHCS), and Program of All-Inclusive Care for the Elderly PACE Policies and Procedures while conducting intake activities.
• Maintain confidentiality regarding participant, staff, contractor, and organizational information.
• Follows the chain of command when reporting issues and outcomes.
• Attend and participate in staff meetings, in-services, projects, and committees as assigned.
• Adhere to and support the center’s practices, procedures, and policies including assigned break times and attendance.
• Accept assigned duties in a cooperative manner; and perform all other related duties as assigned.
• Be flexible in schedule of hours worked.

Qualifications

Knowledge, Skills, and Abilities

• Proficient knowledge of computer skills. MS Office (Word, Excel, Access, PowerPoint, and Outlook).
• Knowledge of general office procedures, equipment and filing systems.
• Ability to communicate effectively, both orally and in writing.
• Ability to quickly learn department policies, procedures, goals, and services.
• Skill: Attention to detail, accuracy, and thoroughness.
• Customer/client focused.
• Ability to change priorities regularly.
• Thorough knowledge of current concepts and practices of health and social services to the elderly, particularly of home- and community-based services, interdisciplinary team facilitation model, and clinical leadership expertise.
• Knowledge of utilization review, quality assurance, and managed health care concepts.
• Knowledgeable as an advocate for risk-based long-term care programs, specifically the PACE model.
• Basic familiarity with management information systems, including fiscal management issues.
• Excellent planning and supervision abilities.
• Ability to work effectively and harmoniously with staff, elderly, public and private agencies, governmental officials, providers of services, and peers.
• Energetic, well organized, dependable, flexible, and resourceful.
• Effective oral and written communication skills.
• Working knowledge of desktop application software (Microsoft Office).

Working Conditions and Physical Demands

The working conditions and physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• Ability to access all areas of the center throughout the workday.
• Ability to lift up to 35 pounds occasionally, 15 pounds frequently, and 7 pounds constantly; required to obtain assistance of another qualified employee when attempting to lift or transfer objects over 25 pounds.
• Requires constant hand grasp and finger dexterity; frequent sitting, standing, walking and repetitive leg and arm movements, occasional bending, reaching forward and overhead; squatting and kneeling.
• Ability to communicate verbally with an excellent comprehension of the English language.
• Work is generally performed in an indoor, well-lighted, well-ventilated, heated, and air-conditioned environment.

Experience

• Minimum of one (1) year of documented experience working with a frail or elderly population.
• May be required to use personal vehicle, if applicable. If using a personal vehicle, a valid California Driver’s License is required

Education and Certification

• High School Diploma or GED required.
• Is medically cleared for communicable diseases and has all immunizations up-to-date before engaging in direct participant contact.

Core Values

• CARE is central to what we do, prioritizing the well-being, dignity, and independence of our senior participants.
• COMPASSION in every interaction, ensuring kindness, empathy, and understanding guide our care.
• CULTURE that reflects the diverse backgrounds of those we serve and fosters a workplace where every team member feels supported, valued, and empowered to grow.
• COMMUNITY that fosters connection, belonging, and support for participants and their families.
• COMMITMENT to quality improvement, innovation, and delivering healthier outcomes.

We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class.