The Offer

• Flexible working options
• Join a well known brand within Hospital / Health Care / Healthtech
• A role that offers a breadth of learning opportunities

The Job

What You’ll Do

Intake Management

• Gather essential information from families regarding their insurance, therapy needs, and scheduling preferences.
• Ensure every detail is accurately and thoroughly recorded to create a seamless onboarding experience.

Client Communication

• Serve as the primary point of contact for families, engaging primarily via phone.
• Collect required documentation, provide timely updates, and guide parents step-by-step through the intake process.
• Maintain a clear, compassionate, and professional tone in all interactions.

Document Processing

• Verify the accuracy and completion of all required forms, ensuring clinicians sign where necessary.
• Upload documents into Google Drive, send contracts via PandaDoc, and follow up to obtain signatures.

Insurance Verification & Data Entry

• Submit insurance verification requests with 100% accuracy, ensuring families can access services without delay.
• Enter and manage client data in Central Reach, maintaining precision across all records.

Tracking & Follow-Ups

• Keep detailed and organized records of leads, follow-ups, and pending tasks.
• Monitor all client interactions and ensure all necessary actions are completed promptly and efficiently.

Attention to Detail

• Use standardized documents to ensure all client information matches requirements.
• Double-check details to prevent errors and streamline the onboarding process.

Software Proficiency

• Leverage tools like Google Drive, Excel (basic spreadsheets), and Central Reach to handle documentation, reporting, and administrative tasks.

The Profile

What You Bring

• Outstanding Communication Skills: Exceptional written and verbal communication skills in English (Spanish fluency is a plus).
• Experience in Related Fields: Background in home care, ABA therapy, healthcare, or insurance verification is highly advantageous.
• Detail-Oriented & Organized: Proven ability to manage multiple moving parts, track deadlines, and follow up without missing a beat.
• Emotional Intelligence: Patience and professionalism to handle sensitive conversations with families, providing support when they need it most.
• Tech-Savviness: Proficiency with Google Drive, Central Reach, Excel, and other administrative tools.
• Proactive & Reliable: A self-starter who can independently document interactions, track tasks, and ensure no detail falls through the cracks.

The Employer

Our client aims to redefine remote staffing through a unique matchmaking approach. Bridging global talent with American companies, our client manage team synergy, attendance, payments, and foster lasting business-staff relationships.