Intake Specialist

4 weeks ago

Oakland, United States ZRG Embedded RecruitingRPO Full time

The Center for Elders’ Independence (CEI) provides a Program of All-Inclusive Care for the Elderly (P.A.C.E.) - a comprehensive healthcare model specifically designed for low-income, frail seniors. It combines medical and social services along with vigilant care planning and coordination in order to keep frail seniors safely living at home and in their communities. This unique and highly effective model utilizes an interdisciplinary team approach to care planning to drive high quality, affordable, integrated healthcare services to the elderly.


Position Description:

The Intake Specialist I (IS I) will navigate the intake/enrollment process and introduce the participant to their designated center IDT for capitation. They will work with the Enrollment Development Representative (EDR) to assist in increasing the PACE program membership and drive overall census growth by effectively enrolling potential participants and support retention efforts. The IS I will be responsible for discussing and explaining the participant's rights prior to enrollment into the PACE Program. The work area will be located at the PACE center(s) they support and will act as the bridge between the Community Access and Development and Operations teams. The IS I is responsible for managing participant enrollments; they will be the central point person and will work in conjunction with other PACE cross-functional departments to ensure participants are enrolled in a timely manner. This role requires working in a fast-paced team environment and collaboration with internal and external operations teams. The IS I will utilize the Customer Relationship Management System (Salesforce) to track and monitor all leads and will be responsible for daily status reports on marketing efforts and participant enrollment progress. Other responsibilities include assisting with identifying new referral sources; conducting outreach activities and generating enrollment leads through internal promotion activities. The IS I must ensure consistent compliance with all state, federal, and company specific requirements.


Relevant Skills and Experience:

  • Bachelor’s degree in healthcare, business administration, or a related field of study preferred.
  • Healthcare experience and a thorough understanding of medical terminology and the healthcare reimbursement space – Medicare, Medi-Cal – required.
  • Excellent customer service and service recovery skills.
  • Strong case management skills. Ability to work closely with cross-functional team members including nursing and other healthcare providers. Strong ability to manage client relationships.
  • Must be proficient with computer applications including spreadsheets, word processing and Customer Relationship Management (Salesforce).
  • Excellent decision-making ability, customer service, negotiation, and dosing sales skills.
  • Possess the capacity to work in a high-stressed, high paced environment while maintaining a positive attitude.
  • Self-motivated and able to work independently with minimal supervision.
  • Bilingual preferred: English/Spanish; English / Cantonese or Mandarin Chinese; English / Vietnamese or other.
  • A passion for working with the senior and underserved populations.

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