Intake Client Specialist

Momsmeals·about 9 hours ago

⏰ Full-time📈 Mid Level💰 $35,360 – $35,360🇺🇸 Ankeny, USA📅 Sep 22, 2026

The Intake Client Specialist manages a queue of incoming documents to create new clients, and update existing clients as needed in the Customer Relationship Management (CRM) system. This Specialist operates within a service level agreement managing speed to start entry while observing various agency specific handling procedures maintaining the highest level of accuracy for billing and compliance purposes.

This is a fully remote position. Employees must be located in Iowa (applicants outside of Iowa will not be considered).

The starting wage is $17.00/hour with weekly pay, PTO, and benefits available after 30 days of employment.

Work hours are Monday-Friday 8:00am-5:00pm with the potential of overtime.

This position will start on Monday, October 12th or Monday, October 26th. You must be able to come onsite day 1 of employment for orientation.

Position Responsibilities may include, but not limited to

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

Required Skills and Experience

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. Broadband internet wired to the home is required - Cable Modem/service or Fiber Optic. No Satellite, 4/5G, or DSL circuits
Must have a quiet workspace that is free from distraction

Preferred Skills and Experience

Some college experience or equivalent
Medical Billing terminology

Physical Requirements

Repetitive motions that include the wrists, hands and/or fingers
Sedentary work that primarily involves sitting, remaining in a stationary position for prolonged periods
Visual perception to perform job including peripheral vision, depth perception, and the ability to adjust focus