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Customer Intake Specialist


Paoli, Pennsylvania


Customer Intake Specialist Job Opening in Paoli, Pennsylvania - Customer Intake Specialist Position
Description
Rapidly growing medical alarm company seeks responsible, organized multi-tasker to fill a role in the Customer Intake Department. Will use our customized system to input new orders that arrive via phone, fax or email. Duties include verifying information contained on the order form; communicating directly with either the customer or the referring source as needed; navigating varying healthcare portals to find customer information needed during the Intake process; entering the order and all relevant information into our customized system; correcting existing customer records when notified of changes; cancelling customer accounts; answering calls and emails daily from both customers and care managers.
Ability to work as part of a team, across varying departments a must. Compliance with HIPAA guidelines required, as there will be handling of confidential health information.
This is a full time position requiring a daily schedule of 9:00am-5:00pm.
Tasks
Monitoring varying queues throughout the day for Intake communication: new orders; updates to existing customer records; service cancellations, etc.
Reading the communication critically to determine what action needs to be taken before completing the task or entering data into company database
Navigating varying healthcare portals and online resources, when applicable, to find specific information needed to process new orders
Identifying when information is missing or incorrect, and taking the needed steps to correct and process the order
Making necessary changes to existing customer records, and cancelling service when needed
Answering calls and emails from various sources daily
Compensation
$32-34K (based upon experience)
(k)
Accrued PTO
Qualifications
3+ years of Order Processing experience
Proficiency in the Microsoft Office suite of applications required
An Associate's degree or some post high school course work preferred
Mandatory background check
Behavioral Requirements
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 on a daily basis
Punctual and reliable with a professional appearance and demeanor
**NOTE: Our office is currently located in Wynnewood, PA. We will be relocating to Paoli in early fall. Interviews will be conducted from the current office in Wynnewood. Preference will be given to candidates who are able to commute to Wynnewood prior to the move.**
Job Type: Full-time
Salary: $32,000.00 to $34,000.00 /year
Required education:
Associate
Required experience:
Order Processing: 3 years

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