Remote Intake & Client Onboarding Specialist

Mom's Meals | A Purfoods Company; Ankeny (IA); On-site; USD 23,000 - 26,000; Full time

Benefits offered by this job

Referral Bonus

Weekly Paychecks

PTO

401k

Full Benefits Package

Job summary

Mom’s Meals is a home-delivered meal service providing fully prepared, refrigerated meals delivered nationwide since 1999. This intake specialist role manages a queue of incoming documents to create new clients and update existing clients in the CRM, ensuring accurate billing and compliance within agency procedures.

The position is fully remote but requires Iowa residency with on-site orientation Day 1 and regular Monday–Friday hours.

Qualifications

• 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 and a quiet workspace.

Responsibilities

• 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 Logistics, Customer Care, Billing, and Compliance.
• Assist other departments for Intake-related inquiries.

Skills

High school diploma

Microsoft Office

Data entry

Analytical skills

Problem solving

Multi-system navigation

Communication skills

Time management

Team player

Wired internet

Quiet workspace

Education

Some college experience

Job description

Mom’s Meals is a home-delivered meal service providing fully prepared, refrigerated meals delivered nationwide since 1999. This intake specialist role manages a queue of incoming documents to create new clients and update existing clients in the CRM, ensuring accurate billing and compliance within agency procedures.

The position is fully remote but requires Iowa residency with on-site orientation Day 1 and regular Monday–Friday hours.