Intake Specialist for Medical Licencing | Remote SA (R19 000 p/m)

Job Overview:

MedicalLicensing.com is seeking a detail-oriented and customer-focused Intake Specialist to join our team. The Intake Specialist will be responsible for guiding customers through the onboarding process, addressing inquiries, collecting and verifying documents, and ensuring accurate data entry into our CRM system. This role requires excellent communication skills, as you will be the first point of contact for healthcare providers and potential clients, playing a key role in ensuring a smooth and efficient onboarding experience.

Key Responsibilities:

Customer Onboarding:

• Guide healthcare providers and other clients through the onboarding process, ensuring they understand the steps and required documents.
• Assist customers in completing and submitting necessary documentation.
• Provide clear instructions and support via phone, email, and other communication channels.

Inquiry Management:

• Address inquiries from healthcare providers and potential clients, providing them with accurate and timely information.
• Act as the primary point of contact for clients during the intake process, ensuring all questions are answered.

Document Collection and Verification:

• Collect all required documents from customers and verify their accuracy and completeness.
• Send reminders to providers to ensure timely return of documents.
• Ensure all documents meet compliance and regulatory standards.

CRM Management and Data Entry:

• Accurately enter customer information and documents into the CRM system.
• Complete and maintain customer profiles, ensuring all data is up-to-date and accurate.
• Upload all necessary documents into the client’s profile.

Follow-Up and Customer Support:

• Proactively follow up with customers to gather any missing documents or information.
• Provide ongoing support to customers, addressing any questions or concerns throughout the onboarding process.
• Update customers on the status of their application and any next steps required.

Information Security and Compliance:

• Follow company protocols to ensure client’s sensitive information is kept secure and confidential.
• Adhere to all relevant data protection regulations and company policies.

Tracking and Reporting:

• Track intake activity using the appropriate spreadsheets and software tools.
• Process paperwork for each department as necessary, ensuring all documentation is handled efficiently.

Team Collaboration:

• -Work closely with other departments, such as the licensing and compliance teams, to ensure a seamless process for the customer.
• -Collaborate with team members to improve processes and enhance the customer experience.

Experience:

• – Previous experience in customer service, intake, or a similar role, preferably in a healthcare or licensing environment.
• – Experience with CRM systems and data entry.

Skills:

• – Strong attention to detail and ability to manage multiple tasks simultaneously.
• – Excellent verbal and written communication skills.
• – Ability to work independently and as part of a team.
• – Proficiency in Microsoft Office Suite, CRM software, and spreadsheet management.
• – Strong organizational and time management skills.
• – Ability to handle sensitive information with discretion and follow data protection protocols.

Requirements:

• – High school diploma or equivalent; Associate’s or Bachelor’s degree preferred.
• – Ability to work in a fast-paced environment and adapt to changing priorities.
• – Comfortable with extensive phone communication and providing excellent customer service.

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