Intake Specialist I

Now is the time to join us!

We’re Personify Health. We’re the first and only personalized health platform company to bring health, wellbeing, and navigation solutions together. Helping businesses optimize investments in their members while empowering people to meaningfully engage with their health. At Personify Health, we believe in offering total rewards, flexible opportunities, and a diverse inclusive community, where every voice matters. Together, we’re shaping a healthier, more engaged future.

Responsibilities

In this role you will wear many hats, but your knowledge will be essential in the following:

Answer and route all incoming phone calls

Provide accurate information to internal and external customers regarding pre-certification process, including gathering demographic, non-clinical, and/or provider data for pre-certification via phone, fax, inter/intranet, and various computer software programs

Review service requests and manage the requests as efficiently as possible involving the appropriate department as needed

Perform data entry and maintain complete documentation of case information; assist in document maintenance or revisions; compile monthly reports; maintain logs and files

Be able to meet productivity, quality and turnaround time requirements on a daily, weekly and monthly basis

You’ll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in.

Qualifications

What you bring to the Personify Health Team:

In order to represent the best of what we have to offer you come to us with a multitude of positive attributes including:

Associate degree preferred in business, management, or related field

Prior experience in customer service and/or medical background

Prior insurance and/or claims background

Prior experience in a medical front office or hospital patient intake, medical claims processing, or an equivalent combination of education and experience

You also take pride in offering the following Core Skills, Competencies, and Characteristics:

Strong written and verbal communication skills

Ability to manage high volumes of customer service calls

Proficient in Microsoft Excel, Word and Outlook

Ability to organize, prioritize, and multitask in a fast-paced/deadline driven environment

Demonstrate ability to work independently with excellent judgment

Accurate data entry skills (40wpm)

No candidate will meet every single desired qualification. If your experience looks a little different from what we’ve identified and you think you can bring value to the role, we’d love to learn more about you!

Personify Health is an equal opportunity organization and is committed to diversity, inclusion, equity, and social justice.

We strive to cultivate a work environment where differences are celebrated, and employees of all backgrounds are empowered to thrive. Personify Health is committed to driving Diversity, Equity, Inclusion and Belonging (DEIB) for all stakeholders: employees (at each organization level), members, clients and the communities in which we operate. Diversity is core to who we are and critical to our work in health and wellbeing.

Full-Time