Intake Specialist, Entry Level

About the Role

This part-time remote Intake Specialist – Entry Level role at Plantar MT focuses on supporting clients through the initial intake process.

Key Responsibilities

• Gather and verify client information.
• Document details accurately in internal systems.
• Ensure forms and records are complete.
• Communicate with clients via phone, email, or online platforms.
• Answer basic questions.
• Direct inquiries to the appropriate team members.
• Assist with reviewing insurance information.
• Confirm coverage details.
• Flag any inconsistencies for follow-up.
• Maintain organized records.
• Follow standard operating procedures.
• Collaborate with team members to support a smooth client onboarding experience.

Qualifications

• Strong Communication skills to interact clearly and professionally with clients and team members.
• Client Intake skills for gathering, documenting, and updating client information accurately.
• Interpersonal Skills to build rapport, demonstrate empathy, and maintain a client-centered approach.
• Customer Service skills to respond promptly to inquiries, resolve basic issues, and ensure a positive client experience.
• Foundational Insurance knowledge to review coverage details and identify information that may require follow-up.
• Basic computer literacy, including proficiency with email, data entry, and online forms.
• Strong attention to detail and organizational skills.
• Ability to manage multiple tasks in a remote environment.
• Willingness to learn and follow guidelines is essential.