Intake Specialist I – Float

Center for Elders; United States; On-site; USD 57,000 - 86,000; Full time

Benefits offered by this job

Healthcare benefits

Dental insurance

Vision insurance

Life insurance

FSAs/HSAs

PTO and holidays

Company laptop

Cell phone

Pre-tax commuter benefits

Mileage reimbursement

Job summary

Center for Elders Independence is seeking an Intake Specialist I to manage enrollment workflows, coordinate with cross-functional teams, and promote the PACE program among potential participants and families.

The role emphasizes client enrollment, rights explanations, and use of Salesforce CRM to track progress, with duties spanning outreach, marketing support, and lead generation while ensuring compliance with state and federal requirements.

Qualifications

• Bachelor’s degree in healthcare, business administration, or a related field of study preferred.
• Healthcare experience and a thorough understanding of medical terminology and the healthcare reimbursement space — Medicare, Medi-Cal — required.
• Excellent customer service and service recovery skills.
• Strong case management skills. Ability to work closely with cross-functional team members including nursing and other healthcare providers. Strong ability to manage client relationships.
• A demonstrated history of success in goal attainment.
• Excellent communication and presentation skills, both oral and written.
• Must be proficient with computer applications including spreadsheets, word processing and Customer Relationship Management (Salesforce).
• Excellent decision-making ability, customer service, negotiation, and dosing sales skills.
• Possess the capacity to work in a high-stressed, high paced environment while maintaining a positive attitude.
• Self-motivated and able to work independently with minimal supervision.
• Bilingual preferred: English/Spanish; English / Cantonese or Mandarin Chinese; English / Vietnamese or other.
• A passion for working with the senior and underserved populations.

Responsibilities

• Coordinate, tour, promote, and market the PACE program to potential PACE participants and their families/caregivers.
• Verify potential participant’s eligibility as outlined by DHCS/CMS regulations.
• Provide a thorough explanation of the PACE program highlighting Participant’s Rights and Lock-In Provision. Initiate, follow and evaluate case progress utilizing the prescribed enrollment process flow.
• Work with cross-functional departments to coordinate and schedule Interdisciplinary Team (IDT) assessments, coordinate and participate in IDT meeting; submit Level of Care (LOC) summary for DHCS review and approval.
• Schedule and coordinate enrollment meeting with DHCS approved participants and their families/caregivers, review Participant Handbook, Participant Rights and lock-in provision; submit final approval documents; accompany home visits as required.
• Utilize the Client Relationship Management (CRM) system to track, monitor and document all enrollment cases, ensure prompt and accurate coordination of disciplines.
• Participates and collaborates in creating successful marketing outreach efforts which include but are not limited to:
• Canvassing service area for potential marketing opportunities.

Skills

Customer service

Cross-functional

Case management

Relationship management

Goal attainment

Communication

Salesforce

Decision making

Independence

Bilingual

Education

Bachelor’s degree in healthcare, business administration, or related field

Tools

Salesforce

Job description

Description

Position Description:

The Intake Specialist I (IS I) will navigate the intake/enrollment process and introduce the participant to their designated center IDT for capitation. They will work with the Enrollment Development Representative (EDR) to assist in increasing the PACE program membership and drive overall census growth by effectively enrolling potential participants and support retention efforts. The IS I will be responsible for discussing and explaining the participant’s rights prior to enrollment into the PACE Program. The work area will be located at the PACE center(s) they support and will act as the bridge between the Outreach and Enrollment and Operations teams. The IS I is responsible for managing participant enrollments; they will be the central point person and will work in conjunction with other PACE cross-functional departments to ensure participants are enrolled in a timely manner. This role requires working in a fast-paced team environment and collaboration with internal and external operations teams. The IS I will utilize the Customer Relationship Management System (Salesforce) to track and monitor all leads and will be responsible for daily status reports on marketing efforts and participant enrollment progress. Other responsibilities include assisting with identifying new referral sources; conducting outreach activities and generating enrollment leads through internal promotion activities. The IS I must ensure consistent compliance with all state, federal, and company specific requirements.

The hourly range for the Intake Specialist I – Float position at Center for Elders Independence is $ 27.62 – $41.43 per hour. Hourly based on the market for the Intake Specialist I position, as well as experience, skills, abilities and work history.

Qualifications:

• Bachelor’s degree in healthcare, business administration, or a related field of study preferred.
• Healthcare experience and a thorough understanding of medical terminology and the healthcare reimbursement space — Medicare, Medi-Cal — required.
• Excellent customer service and service recovery skills.
• Strong case management skills. Ability to work closely with cross-functional team members including nursing and other healthcare providers. Strong ability to manage client relationships.
• A demonstrated history of success in goal attainment.
• Excellent communication and presentation skills, both oral and written.
• Must be proficient with computer applications including spreadsheets, word processing and Customer Relationship Management (Salesforce).
• Excellent decision-making ability, customer service, negotiation, and dosing sales skills.
• Possess the capacity to work in a high-stressed, high paced environment while maintaining a positive attitude.
• Self-motivated and able to work independently with minimal supervision.
• Bilingual preferred: English/Spanish; English / Cantonese or Mandarin Chinese; English / Vietnamese or other.
• A passion for working with the senior and underserved populations.

Duties and Responsibilities:

• Coordinate, tour, promote, and market the PACE program to potential PACE participants and their families/caregivers.

• Verify potential participant’s eligibility as outlined by DHCS/CMS regulations.

• Provide a thorough explanation of the PACE program highlighting Participant’s Rights and Lock-In Provision. Initiate, follow and evaluate case progress utilizing the prescribed enrollment process flow.

• Work with cross-functional departments to coordinate and schedule Interdisciplinary Team (IDT) assessments, coordinate and participate in IDT meeting; submit Level of Care (LOC) summary for DHCS review and approval.

• Schedule and coordinate enrollment meeting with DHCS approved participants and their families/caregivers, review Participant Handbook, Participant Rights and lock-in provision; submit final approval documents; accompany home visits as required.

• Utilize the Client Relationship Management (CRM) system to track, monitor and document all enrollment cases, ensure prompt and accurate coordination of disciplines.

• Participates and collaborates in creating successful marketing outreach efforts which include but are not limited to:

• Canvassing service area for potential marketing opportunities.

Assist in coordinating and developing marketing events (internal & external).

Support EDRs in PACE presentations on and off site.

• Assist with coordination and execution of PACE events, especially center-based events

• Assist with distribution of flyers and marketing material.

• Assist in managing referral accounts and following-up with potential participants and referrals for enrollment efforts.

• Manage internal marketing efforts which include walk-ins and campaign management.

• Provide additional support and coverage of another PACE locations as assigned.

• Performs other related duties as assigned.

Physical and Travel Requirements:

• Ability to sit, stand, stoop, reach, lift (up to 40 pounds), bend, etc.; hand and wrist dexterity to utilize keyboard.
• Travel within assigned territory up to 60% of the time to healthcare provider and agency sites, programs and special functions.
• Valid driver’s license, reliable transportation and insurance coverage required.

Compensation and Perks:

• Base salary plus competitive monthly incentive plan.
• Benefits package: healthcare, dental, vision, life insurance, Flexible Spending Account, Health Savings Account, and additional voluntarily selected benefits.
• 403b matching.
• PTO (Paid-time-off) and paid holidays.
• Company laptop and cell phone provided.
• Pre-tax commuter benefits such as parking and transit.
• Mileage reimbursement.

Center for Elders’ Independence is a PACE (Program of All- Inclusive Care for the Elderly) organization that uses an interdisciplinary team approach to care planning and care implementation for the purpose of providing high quality, affordable, integrated health care services to the elderly, including an Adult Day Health Center, and promoting autonomy, quality of life and the ability of individuals to live in their communities.