Customer Intake Representative

• Manage and follow up on all new customer orders
• Create, fax, mail, and track required medical and insurance documentation from physicians' offices, insurance companies, and patients
• Coordinate every detail of initial medical-supply shipments to new customers
• Accurately complete the process from order to ship, including customer intake, data entry, insurance verification, prior authorization, documentation gathering and verification, and shipping
• Ensure compliance with regulatory requirements and department and company standards
• Communicate with healthcare professionals and customers regarding patient order status
• Build professional relationships with key decision-makers to generate regular patient referrals
• Thoroughly document patient accounts after required or completed/attempted contacts
• Expedite urgent service situations as directed by management
• Explain required documents and completion procedures to patients
• Identify workflow improvements and contribute to solutions that enhance efficiency and customer experience
• Maintain appropriate communication and confidentiality
• Perform other duties as assigned

• High School Diploma or GED
• Call Center experience is required, preferably in a customer service role
• Medical experience is helpful, including medical office or CNA experience
• MS Office knowledge
• Preference given to bilingual candidates
• Ability to sit for extended periods, typically 6–8 hours a day, while working at a computer station
• Proficiency using a keyboard, mouse, and other computer peripherals for data entry and communication
• Ability to view a computer screen for prolonged periods and read small print accurately
• Adequate hearing ability, with or without correction, to understand and respond to customer inquiries via telephone or other audio equipment
• Regular use of hands, wrists, and fingers for repetitive tasks such as typing and using a mouse

Demonstrates strong customer service skills with a focus on managing customer orders, ensuring compliance with regulatory requirements, and maintaining effective communication with healthcare professionals. Proficient in data entry and documentation processes to enhance efficiency and customer experience.

• Call Center Experience
• Customer Service Skills
• Medical Office Experience
• MS Office Knowledge
• Bilingual Proficiency

• Data Entry
• Insurance Verification
• Prior Authorization
• Documentation Gathering
• Order Management

• Communication Skills
• Relationship Building
• Problem-Solving

• High School Diploma
• GED

• Healthcare Compliance
• Patient Referrals
• Medical Documentation

• Computer Peripherals
• Audio Equipment