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Intake Specialist II
CareSource. Convert information received from providers/members via fax, phone, provider portal, or mail into electronic records while verifying member eligibility, provider network status, and benefit coverage .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing prior authorizations and benefit verification processes while ensuring compliance with departmental standards. Proficient in communication with providers and members, with a strong focus on customer service and attention to detail.
Highest-signal resume keywords
Clinical ExperienceInsurance ExperienceManaged Care ExperienceMedical Terminology CertificateMicrosoft Office Proficiency
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Prior Authorization ManagementBenefit VerificationMedical Management SystemsData AnalysisDocumentation Skills
Soft Skills
Attention to DetailCritical ThinkingProfessional Phone EtiquetteCustomer Service OrientationDecision Making
Certifications & Qualifications
Medical Terminology Certificate
Industry Keywords
Behavioral Health SystemsHealthcare EducationClinical ReviewProvider CommunicationWorkload Monitoring
About the role
Key responsibilities & impact- Convert information received from providers/members via fax, phone, provider portal, or mail into electronic records while verifying member eligibility, provider network status, and benefit coverage
- Review requests and send fax back for ineligible members, duplicate requests, and items not covered by medical benefit
- Facilitate authorization of benefits for participating and out-of-network providers, including completing appropriate forms and generating approval letters
- Place prior authorizations when approval is appropriate per SOP into medical management systems
- Initiate routing of prior authorizations requiring medical necessity review by clinical care reviewer
- Communicate with providers regarding prior authorization requests and troubleshoot provider issues
- Provide authorization information to providers, facilities, and/or members
- Assist the Clinical team to ensure requests requiring clinical review are received and processed timely
- Monitor workload aging and respond with appropriate urgency
- Meet department standards and goals
- Collaborate across company departments on issues, overrides, and questions
- Maintain knowledge of processes and procedures for multiple markets
- Cross-train in multiple markets and products
- Adhere to departmental and company policies and procedures
- Perform other job-related instructions as requested
Requirements
What you’ll need- High School Diploma or equivalent required
- Minimum of eighteen (18) months of clinical and/or insurance experience, or related healthcare education or certification (i.e. STNA, MA, etc.) is required
- Managed care experience preferred
- Computer proficiency with knowledge and experience with Microsoft Office in a Windows based environment
- Ability to analyze information
- Ability to work independently and within a team environment
- Attention to detail
- Proper grammar usage
- Critical listening and thinking skills
- Professional phone etiquette
- Customer service oriented
- Decision making/problem solving
- Change resiliency
- Knowledge of behavioral health systems
- Ability to accurately communicate summary information in a written format
- Medical Terminology Certificate is preferred
- Flexibility to work weekends and/or holidays, as needed
Benefits
Comp & perks- Bonus tied to company and individual performance may be available
- Substantial and comprehensive total rewards package
- Remote work arrangement
- Flexibility to work weekends and/or holidays as needed