Mom's Meals Intake Client Specialist in Ankeny, Iowa
Intake Client Specialist
Job ID: 2021-2707
The Intake Specialist Processor manages a queue of incoming documents to create new clients, and update existing clients as needed in the Customer Relationship Management (CRM) system. This Specialist operates within a service level agreement managing speed to start entry while observing various agency specific handling procedures maintaining the highest level of accuracy for billing and compliance purposes.
Position Responsibilities may include, but not limited to
Reviewing incoming Medical Service Authorizations and Medical paperwork to create new clients, update existing clients, and close accounts as needed
Correspond and follow up with Agency Case Managers via email, State Portal Messaging, and phone calls for action items or needed information
Troubleshoot and resolve account issues as required
Coordinate with internal business partners including but not limited to Logistics, Customer Care, Billing, and Compliance
Assist other departments for Intake-related inquiries
Other duties as assigned
Required Skills & Experience
High school diploma or equivalent required
Above average computer skills: Microsoft Office, Excel, ability to learn company client database
Strong Organizational, time management, and attention to detail for quality purposes
Ability to problem solve issues in a timely manner
Excellent communication skills for both verbal and written communications
Able to adapt to change frequently based on new policies, processes, and procedures
Professionalism, Self-Motivation, Reliability, Integrity, Initiative, and a Positive Team Attitude
Sincerity and passion for helping people
Preferred Skills & Experience
Some college experience or equivalent preferred
Data Entry skills: Previous experience preferred
Medical Billing terminology a plus
Repetitive motions that include the wrists, hands and/or fingers
Sedentary work that primarily involves sitting, remaining in a stationary position for prolonged periods
Visual perception to perform job including peripheral vision, depth perception, and the ability to adjust focus.
Mom’s Meals is a home-delivered meal service providing fully prepared, refrigerated meal solutions direct to homes nationwide for over 20 years. We provide seniors, patients recovering post-discharge and those managing a chronic condition with tailored nutrition solutions to manage their specific needs. If you are passionate about the well-being of others and have a strong sense of community, Mom’s Meals could be the place for you! We are a family operated business looking for fun, compassionate, and friendly people who want to make a difference in the lives of others.
Mom’s Meals complies with all applicable federal and state non-discrimination laws. All qualified applicants shall receive consideration for employment without regards to race, religion, national origin, ancestry, color, gender, age, disability, sexual orientation or military status.
Effective Date: May 3, 2021
Last Reviewed Date: September 1, 2020
PurFoods, LLC and our affiliated companies (“ PurFoods ,” “ we ,” or “ us ”) are committed to protecting your privacy and are providing the following details regarding how we collect and use the personal information of California residents who are PurFoods employees, independent contractors, job applicants, owners, directors or officers (and their emergency contacts and recipients of employment benefits) (each a “ California Employee ”).
We are providing this information under the California Consumer Privacy Act. Please read this Privacy Notice to California Employees carefully and provide it to your emergency contacts and recipients of employment benefits.
PurFoods may collect the following categories of personal information:
Identifiers, such as name, contact information, online identifiers and Social Security numbers and other government-issued ID numbers;
Personal information, as defined in the California customer records law, such as name, contact information, education information, employment history, financial information and medical and medical insurance information;
Characteristics of protected classifications under California or federal law, such as sex, age, race, religion, national origin, disability, medical conditions and information, citizenship, immigration status, request for leave and marital status;
Biometric information, such as fingerprints;
Internet or network activity information, such as browsing history and interactions with our and other websites and systems;
Geolocation data, such as device location, vehicle location and IP location;
Audio, electronic, visual, and similar information, such as photographs or audio or video recordings created in connection with our business activities;
Professional or employment-related information, such as work history, prior employer, information relating to references, details of qualifications, skills and experience, human resources data, and data necessary for benefits and related administration services;
Inferences drawn from any of the Personal Information listed above to create a profile or summary about, for example, an individual’s preferences and characteristics.
We use California Employee personal information for the purposes of operating, managing, and maintaining our business, managing our workforce, and accomplishing our business purposes and objectives, including for example, using personal information to:
Manage workforce activities and personnel generally, including for recruitment, background screening, performance management, career development, payments administration, employee training, leaves and promotions;
Perform identity verification, accounting, audit, and other internal functions, such as internal investigations;
Administer hiring, promotion, and discipline;
Manage payroll, wages, tax forms and filing, expense reimbursements, and other awards such as stock options, stock grants and bonuses, and provide healthcare, pensions, savings plans and other benefits;
Calculate insurance and other employee benefits;
Notify family members in case of an emergency;
Maintain and secure our facilities, equipment, systems, and infrastructure;
Protect the health and safety of our workforce and others, and conduct risk and security control and monitoring;
Conduct research, analytics, and data analysis to assist in planning succession and to ensure business continuity, as well as to design employee retention programs and diversity initiatives;
Provide an efficient means for personnel to obtain the contact information of their colleagues so they may contact them;
Monitor use of IT infrastructure, internet access, and electronic communication for unauthorized, unlawful, or inappropriate use;
Record phone calls for training, quality assurance, and legal compliance purposes;
Operate and manage IT and communications systems and facilities, allocate company assets and human resources, and undertake strategic planning and project management;
Obtain legal advice and establish, exercise or defend legal rights, and act on collection and discovery requests in the context of litigation, government investigations or regulatory audits or inquiries; and
Comply with law, legal process, investigations, internal policies and other requirements such as income tax deductions, monitoring, record-keeping and reporting obligations.
We reserve the right to amend this Privacy Notice to California Employees at our discretion and at any time. When we make changes to this Privacy Notice to California Employees, we will post the updated notice on this webpage with a new “Last Updated” date.
- Mom's Meals Jobs