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Fiscal Intermediary Intake Coordinator

4 months ago

Stoughton, Wisconsin, United States Tempus Unlimited Inc. Full time
:

Summary/Objective: The position of an Intake Associate works regularly with internal as well as external contacts. The position requires good communication skills, attention to detail, and the ability to handle multi-step processes and prioritization of tasks.

Hybrid: Monday - Friday with 2 days in the office and 3 days home.

Essential Functions

  • Processing Fiscal Intermediary paperwork into Enrollment Module and Access Databases
  • Handling of the Intake Inbox/Fax box, while responding to a large number of emails, faxes, and phone calls daily
  • Printing FI paperwork (PDFs)
  • Logging & reviewing Fiscal Intermediary paperwork
  • Intake line
  • Training staff
  • Obtain Employee Identification Numbers (EINS) from the Internal Revenue Service (IRS) website
  • Calling the IRS and consumers or surrogates
  • Assistance with the preparation of the FI Quarterly meetings
  • Make address changes and process terminations in the Enrollment module
  • Manage reports generated from the Enrollment module
  • Preparation of 2678 letters to the IRS
  • Provide analysis of software performance and provide suggestions and/or results
  • Report all suspected incidents of consumer abuse and neglect to the Disabled Person Protection Commission (DPPC)
  • All other duties assigned by the Intake Supervisor

Work Environment

This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to talk and/or hear. The employee is frequently required to sit; use hands to finger, handle or feel; and reach with hands and arms.

Travel

Travel to company sites and agencies as required.

Work Authorization/Security Clearance

All offers of employment made by Tempus Unlimited are contingent upon satisfactory background check results. Pre-employment background checks will be conducted on all candidates that are offered a position at the agency in compliance with program policy as well as state and federal regulations. From time to time, these checks may be conducted on current employees to ensure compliance with all state and federal regulations and contracts.

EEO Statement

Equal Employment Opportunity is a fundamental principle at Tempus Unlimited where employment from recruiting through the end of employment is based upon professional capabilities and qualifications without discrimination because of race, color, religion, sex, age, sexual orientation, veteran status, national origin, disability or any other characteristic as established by law. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.

Other Duties

Note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

Requirements:

Competencies

  • Positive attitude
  • Professional, friendly and understanding
  • Attention to details
  • Ability to work efficiently as a team player as well as individually with minimal direction
  • Self-motivated
  • Able to consistently maintain and build positive working relationships
  • Willing to learn new information daily
  • Good organizational skills
  • Ability to multi-task and meet deadlines
  • Punctual and dependable
  • Familiarity with office machines, equipment and software
  • Ability to maintain confidentiality
  • Perform all other duties as may be required.

Education: High School Diploma

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