Remote Intake & CRM Data Specialist

Mom's Meals; United States; Remote; USD 19,000 - 28,000; Full time

Benefits offered by this job

Weekly pay

PTO

401k

Full benefits

Referral bonuses

Job summary

Mom’s Meals is a fully remote intake specialist role with an Iowa-based requirement for onsite orientation day 1. The Intake Client Specialist manages document queue in CRM to create or update client records while ensuring billing accuracy.

Responsibilities include reviewing authorizations, communicating with agency case managers, troubleshooting account issues, and coordinating with logistics, billing, and compliance. Strong data entry, attention to detail, and communication are essential.

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.
• Must have a wired internet connection using an ethernet port.
• Quiet workspace that is free from distraction.
• Preferred: Some college experience or equivalent
• Medical Billing terminology (preferred)

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 but not limited to Logistics, Customer Care, Billing, and Compliance.
• Assist other departments for Intake-related inquiries.

Skills

Data Entry

Microsoft Office

Analytical skills

Problem solving

Multi-system navigation

Communication skills

Prioritization

Team and individual work

Attention to detail

Education

High School Diploma

Some college experience

Tools

Microsoft Office

Job description

Mom’s Meals is a fully remote intake specialist role with an Iowa-based requirement for onsite orientation day 1. The Intake Client Specialist manages document queue in CRM to create or update client records while ensuring billing accuracy.

Responsibilities include reviewing authorizations, communicating with agency case managers, troubleshooting account issues, and coordinating with logistics, billing, and compliance. Strong data entry, attention to detail, and communication are essential.