Mom's Meals | A Purfoods Company

Intake Client Specialist

Mom's Meals | A Purfoods Company
Posted 10/20/2026full-timeRemote • Iowa • United StatesMid-LevelSenior💰 $17 per hourWebsite
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Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong data entry skills and analytical abilities while managing client information in a CRM system. Effectively communicates with team members and external stakeholders to resolve issues and maintain compliance.

Highest-signal resume keywords
Data Entry SkillsCRM System ManagementAnalytical SkillsVerbal And Written CommunicationProblem Solving

About the role

Key responsibilities & impact
  • Manage a queue of incoming documents to create new clients and update existing clients in the CRM system
  • 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
  • Coordinate with Logistics, Customer Care, Billing, and Compliance
  • Assist other departments with Intake-related inquiries
  • Operate within service level agreements while maintaining accuracy for billing and compliance purposes

Requirements

What you’ll need
  • 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

Benefits

Comp & perks
  • Weekly paychecks
  • PTO
  • 401k
  • Full benefits package
  • Referral Bonuses starting Day 1
  • Benefits available after 30 days of employment
  • Potential overtime

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Data EntryMicrosoft OfficeAttention To DetailAccount ManagementCompliance Adherence
Soft Skills
Interpersonal CommunicationTime ManagementTeam CollaborationAdaptabilitySincerity
Tools & Technologies
CRM SoftwareState Portal MessagingSearch Tools
Industry Keywords
Medical Service AuthorizationsClient IntakeService Level AgreementsBilling AccuracyLogistics Coordination