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Client Intake Coordinator Description
Gather information via outbound/inbound calls and emails from new and prospective clients
Coordinate and manage customer applications, following up with clients to collect outstanding application documents and ensure applications are fully complete to move forward with aba services
Act as the primary point of contact for client inquiries and issues via phone, email, or live chat, working with team to resolve complaints relating to application and delays in service
Utilize Central Reach platform to create client profiles that record insurance data and appointments
Provide support to Authorizations and Scheduling teams when needed
Qualifications
Good interpersonal skills, able to communicate effectively with client, both verbally and in writing, tailing language to customer’s understanding
Maintaining a friendly and professional attitude when taking calls and responding to clients
Excellent organizational skills with attention to detail and ability to multitask effectively
Ability to resolve conflicts and manage challenging customer situations with professionalism and empathy