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Customer Intake Specialist – Extended Coverage Representative
Medical Guardian. Input new orders arriving via phone, fax, or email into the customized system .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates proficiency in data entry and customer communication within a healthcare context, ensuring accuracy and compliance with HIPAA guidelines. Capable of navigating healthcare portals and managing customer records effectively while maintaining a professional demeanor.
Highest-signal resume keywords
Data EntryHIPAA ComplianceMicrosoft Office ProficiencyCustomer CommunicationCritical Thinking
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Data EntryTyping 40 WPMOrder ProcessingHealthcare Portal NavigationRecord Verification
Soft Skills
Detail OrientedExcellent Oral CommunicationExcellent Written CommunicationAdaptabilityTeam Player
Industry Keywords
HealthcareCustomer ServiceIntake ProcessMedicare AdvantageCompliance
About the role
Key responsibilities & impact- Input new orders arriving via phone, fax, or email into the customized system
- Verify information contained on order forms
- Communicate with customers or referring sources as needed
- Navigate healthcare portals to find customer information needed during intake
- Enter orders and relevant information into the customized system
- Correct existing customer records when notified of changes
- Cancel customer accounts or services when needed
- Answer daily calls and emails from customers and care managers
- Monitor queues for new orders, customer record updates, and service cancellations
- Review communications critically to determine required actions
- Identify missing or incorrect information and take steps to correct and process orders
- Answer inbound calls from members wishing to opt in to eligible Medicare Advantage services
- Work independently and maintain productivity during evening hours with limited or no direct managerial support
Requirements
What you’ll need- Must be legally authorized to work in the United States without the need for employer sponsorship now or in the future.
- Minimum associate degree in healthcare related field (preferred)
- Proficiency in the Microsoft Office suite of applications required
- Ability to type at least 40 WPM
- Must complete daily tasks assigned
- Must be detail oriented
- Ability to adapt to changes
- Intelligent individual with excellent oral and written communication skills
- Critical thinker - ability to decipher when things are missing or incorrect
- Accurate and organized - heavy data entry of important information
- Friendly phone demeanor - will be in direct contact with both customers and referring sources
- Team player - will work on the Intake team as well as with other departments daily
- Punctual and reliable with a professional appearance and demeanor
- Compliance with HIPAA guidelines required
Benefits
Comp & perks- Health Care Plan (Medical, Dental & Vision)
- Paid Time Off (Vacation & Public Holidays)
- Short Term & Long Term Disability
- Retirement Plan (401k)