Intake Specialist

An Intake Specialist is a committed individual possessing excellent customer service skills, communication skills, highly detail -oriented, and persuasive ability with a soft sales focus. This role is expected to deliver administrative support for the organization, including compiling and processing claims to mail to the VA, coordinating direct mailings, and working on special projects. This position will interface professionally through written, telephonic, and in -person mediums, with a diverse group of important external callers and visitors, will work in a fast -paced environment, and successfully work independently or on a team. In addition to administrative duties, this position is the first point of contact for our clients and is responsible for gathering and compiling initial information and documentation to begin the claims process. The Administrative Intake Specialist must be able to implement and support change, exhibit professionalism through demeanor and appearance, promote a positive team attitude and effectively respond to unexpected changes or demands.<\/span>
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Requirements:<\/span><\/b>
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Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.<\/span>
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Essential Functions:<\/span><\/b>
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· Initiates the first contact with assigned clients via phone and email.<\/span>
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· Provides Company overview of services offered.<\/span>
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· Able to answer questions effectively regarding services provided, set client expectations, and ensure the value of our service is represented to our clients.<\/span>
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· May be called on to overcome client objections or reservations to engage VEV’s services.<\/span>
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· Requests required initial client documentation and information.<\/span>
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· Compiles and verifies received client documentation.<\/span>
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· Updates and accurately documents client profiles.<\/span>
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· Validates client compliance and readiness to move forward in workflow.<\/span>
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· Performs monthly verification projects as assigned by supervisor.<\/span>
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· Assists Coaches by requesting and compiling client documents as needed.<\/span>
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· Meets production expectations and quality guidelines in timeframes as established by supervisor.<\/span>
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· Develops, maintains, and retrieves information as needed from clients.<\/span>
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· Organizes and prioritizes a large volume of information and calls for assigned staff.<\/span>
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· Answers incoming calls, takes messages, fields all routine and non -routine questions.<\/span>
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· Handles confidential and non -routine information and explains policies when necessary.<\/span>
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· May work independently or with a team on special, non -recurring, and ongoing projects.<\/span>
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· Supports maintenance of the department finances with activities including facilitation of onsite client payments, copying check requests, processing of accounts payable travel reimbursement, packaging and submitting corporate credit card documentation expenses to finance, etc.<\/span>
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· Provides client services, coordinating, answering phones, and handling client issues.<\/span>
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· Completes any additional duties accurately as assigned by the direct supervisor in the requisite timeframe.<\/span>
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