The Offer Flexible working options Join a well known brand within Hospital / Health Care / Healthtech A role that offers a breadth of learning opportunities The Job What You’ll Do Intake Management Gather essential information from families regarding their insurance, therapy needs, and scheduling preferences. Ensure every detail is accurately and thoroughly recorded to create a seamless onboarding experience. Client Communication Serve as the primary point of contact for families, engaging primarily via phone. Collect required documentation, provide timely updates, and guide parents step-by-step through the intake process. Maintain a clear, compassionate, and professional tone in all interactions. Document Processing Verify the accuracy and completion of all required forms, ensuring clinicians sign where necessary. Upload documents into Google Drive, send contracts via PandaDoc, and follow up to obtain signatures. Insurance Verification & Data Entry Submit insurance verification requests with 100% accuracy, ensuring families can access services without delay. Enter and manage client data in Central Reach , maintaining precision across all records. Tracking & Follow-Ups Keep detailed and organized records of leads, follow-ups, and pending tasks. Monitor all client interactions and ensure all necessary actions are completed promptly and efficiently. Attention to Detail Use standardized documents to ensure all client information matches requirements. Double-check details to prevent errors and streamline the onboarding process. Software Proficiency Leverage tools like Google Drive, Excel (basic spreadsheets), and Central Reach to handle documentation, reporting, and administrative tasks. The Profile What You Bring Outstanding Communication Skills : Exceptional written and verbal communication skills in English (Spanish fluency is a plus). Experience in Related Fields : Background in home care, ABA therapy, healthcare, or insurance verification is highly advantageous. Detail-Oriented & Organized : Proven ability to manage multiple moving parts, track deadlines, and follow up without missing a beat. Emotional Intelligence : Patience and professionalism to handle sensitive conversations with families, providing support when they need it most. Tech-Savviness : Proficiency with Google Drive, Central Reach, Excel, and other administrative tools. Proactive & Reliable : A self-starter who can independently document interactions, track tasks, and ensure no detail falls through the cracks. The Employer Our client aims to redefine remote staffing through a unique matchmaking approach. Bridging global talent with American companies, our client manage team synergy, attendance, payments, and foster lasting business-staff relationships.