Intake Specialist at BH Complete Solutions | Torre
Intake Specialist
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BH Complete Solutions

Intake Specialist

BH Complete Solutions
Posted by
Delfina Gray
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Full-time

Legal agreement: To be defined

Compensation
USD1k - 1.2k/month
Non-negotiable
location_on
Remote (for Brazil residents)
Remote (for Argentina residents)
Remote (for Paraguay residents)
Remote (for Uruguay residents)
Posted about 2 months ago

Responsibilities

We are looking for a proactive and detail-oriented Intake Specialist to support the successful initiation of client requests and projects. In this role, you will act as a trusted partner to clients and internal teams, ensuring that all requests are thoroughly understood, documented, and aligned with business needs. An intake specialist is a crucial professional who plays a vital role in ensuring smooth client onboarding across industries such as healthcare, legal, and more. By acting as the first point of contact, they help gather accurate client information and manage processes efficiently. Remote for candidates based in south america for a US CLIENT This is a full time role with working hours from 9:00 AM to 5:00 PM EST, Monday to Friday Responsibilities: -Speaking with individuals to get their personal (medical, mental or legal) history and ascertaining their mental and physical state Using the gathered information to guide them to the right service, department or office -Obtaining emergency contact information -Coordinating schedules and appointments -Obtaining insurance or billing information -Processing paperwork -Ensuring forms have the proper signatures and that they're filled out correctly. -Answering and taking note of incoming inquires via phone, fax or email -Following up with clients and sharing vital information Qualifications: -Fluent verbal and written communication skills in both English and Spanish. -Detail Oriented: Meticulously verifying spelling, personal details, consent forms, and (in medical or legal contexts) insurance or case details to prevent costly errors. -Organized: Managing busy calendars and routing warm transfers or leads to the appropriate professionals -Patience & Compassion: Managing callers who may have difficulty explaining their situations. -At least 1 year of exp working as a patient coordinator/intake specialist in the healthcare area -Active Listening & Empathy: The ability to make nervous or distressed clients feel heard and comfortable while gathering sensitive information.
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