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Intake Specialist

4 months ago

Signal Hill, United States Tristar Insurance Services LLC Full time
Job Details

Level
Experienced

Job Location
Signal Hill Office - Signal Hill, CA

Remote Type
Fully Remote

Position Type
Full Time

Education Level
High School Diploma or GED

Salary Range
$19.00 - $20.00 Hourly

Travel Percentage
None

Job Shift
Day

Job Category
Admin - Clerical

Intake Specialist (Remote)

This is a remote position. Working hours will be 8 am - 5 pm Pacific time zone.

Must be Bilingual English / Spanish.

POSITION SUMMARY: Acts as the initial point of contact for callers for Tristar ICS, prepares and delivers (via either electronic or hard copy) Leave of Absence packet to employees, and forwards mail and phone calls to the appropriate Integrated Absence Specialist.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

This position serves as the integral contact between the injured employee and the TRISTAR Integrated Absence Specialist in the development and resolution of the disability claim.

As such the Intake Specialist will:
  • Answer all incoming calls on multiple lines.
  • Accurately document each call and the outcome in the reporting system in an efficient, clear, and concise manner
  • Return voicemail messages within 24 hours.
  • Query claims system
  • Enter new claims request into Absence Tracker and/in iClaims
  • Prepare Leave of Absence packets for callers
  • Deliver via computer or hard copy Leave of Absence packet to caller.
  • Receive correspondence (via electronic or hard copy) from employees.
  • Forward correspondence to appropriate Integrated Absence Specialist
  • Forward calls to the appropriate Integrated Absence Specialist
  • Monitor client emails and review with supervisor for further action.
  • Collects incoming email and distributes to the appropriate Integrate Absence staff.
  • Collects outgoing mail, prepare mail, place in appropriate area for pick-up.
  • Operates fax machine/e-fax for incoming and outgoing messages. Distributes faxes to receiving party.
  • Sends and receives shipped parcels and packages via courier and shipping vendors.
  • Act as a backup for document imaging when assistance is needed
Other duties as assigned.

EQUIPMENT OPERATED/USED:

Computer, fax, 10-Key, multi-line telephone system

SPECIAL EQUIPMENT OR CLOTHING: Business attire

Qualifications

QUALIFICATIONS REQUIRED:

Education: High school diploma required.

Experience: One year of working in a medical or claims office environment preferred, but not required.

Knowledge, Skills and Abilities: Excellent communication and customer service skills to be able to communicate with clients and branch personnel in a respectful and timely manner. Must be able to multi-task. Must be fluent in English/Spanish

Mental and Physical Requirements:
  • Follow multiple-step verbal and written instructions to complete routine, repetitive tasks
  • Mathematical skills - add, subtract, multiply and divide whole numbers
  • Ability to compose professional, cohesive, and concise correspondence
  • Ability to organize data, file paperwork, mail correspondence and packages
  • Physical effort - light work, exerting up to 20 pounds of force (moving boxes and binders)
  • Computer typing and otherwise working with fingers requires finger dexterity
  • Expressing or exchanging ideas by means of the spoken word
  • Substantial movements of wrists, hands and fingers
Here are some of the benefits you can enjoy in this role:
  • Medical, Dental, Vision, Disability & Life insurance
  • 401(k) plan
  • Paid time off
  • Paid holidays


MENTAL AND PHYSICAL REQUIREMENTS

1. MENTAL EFFORT

a. Reasoning development:

Follow one- or two-step instructions; routine, repetitive task.

Carry out detail but uninvolved written or verbal instructions; deal with a few concrete variables.

Follow written, verbal, or diagrammatic instructions; several concrete variables.

X Solve practical problems; variety of variables with limited standardization; interpret instructions.

Logical or scientific thinking to solve problems; several abstract and concrete variables.

Wide range of intellectual and practical problems; comprehend most obscure concepts.

b. Mathematical development:

Simple additional and subtraction; copying figures, counting, and recording.

Add, subtract, multiply, and divide whole numbers.

X Arithmetic calculations involving fractions, decimals, and percentages.

Arithmetic, algebraic, and geometric calculations.

Advanced mathematical and statistical techniques such as calculus, factor analysis, and probability determination.

Highly complex mathematical and statistical techniques such as calculus, factor analysis, and probability determination; requires theoretical application.

c. Language development:

Ability to understand and follow verbal or demonstrated instructions; write identifying information; request supplies verbally or in writing.

Ability to file, post, and mail materials; copy data from one record to another; interview to obtain basic information such as age, occupation, and number of children; guide people and provide basic direction.

Ability to transcribe dictation; make appointments and process mail; write form letters or routine correspondence; interpret written work instructions; interview job applicants.

X Ability to compose original correspondence, follow technical manuals, and have increased contact with people.

Ability to report, write, or edit articles for publication; prepare deeds, contracts or leases, prepare and deliver lectures; interview, counsel, or advise people; evaluate technical data.

2. PHYSICAL EFFORT

a. Physical activity required to perform the job:

Sedentary work: Exerting up to 10 pounds of force occasionally and/or a negligible amount of force frequently or constantly to lift, carry, push, pull, or otherwise move objects. Sedentary work involves sitting most of the time. Jobs are sedentary if walking and standing are required only occasionally and all other sedentary criteria are met.

X Light work:

a. Exerting up to 20 pounds of force occasionally

b. Exerting up to 10 pounds frequently

c. Exerting a negligible amount of force constantly to move objects

(If the use of arm and/or leg controls requires exertion of forces greater than that for Sedentary Work and the worker sits most of the time, the job is rated for Light Work).

Medium work:

a. Exerting up to 50 pounds of force occasionally

b. Exerting up to 20 pounds of force frequently

c. Exerting up to 10 pounds of force constantly to move objects

Heavy work:

a. Exerting up to 100 pounds of force occasionally

b. Exerting up to 50 pounds of force frequently

c. Exerting up to 20 pounds of force constantly to move objects

Very heavy work:

a. Exerting in excess of 100 pounds of force occasionally

b. Exerting in excess of 50 pounds of force constantly to move objects

c. Exerting in excess of 20 pounds of force constantly to move objects

  1. Visual requirements necessary to perform the job:


Far vision: clarity of vision at 20 feet or more

X Near vision: clarity of vision at 20 inches or less

X Mid-range vision: clarity of vision at distances of more than 20 inches and less than 20 feet

Depth perception: the ability to judge distance and space relationships, so as to see objects where and as they actually are

Color vision: ability to identify and distinguish colors

Field of vision: ability to observe an area up or down or to the right or left while eyes are fixed on a given point

2. PHYSICAL EFFORT (cont.)

FREQUENCY

c. Physical activity necessary to perform the job and frequency (e.g., continually, frequently, or occasionally):

Climbing: Ascending or descending ladders, stairs, scaffolding, ramps, poles, and the like, using feet and legs and/or hands and arms. Body agility is emphasized. This factor is important if the amount and kind of climbing required exceeds that required for ordinary locomotion.

Balancing: Maintaining body equilibrium to prevent falling when walking, standing, or crouching on narrow, slippery, or erratically moving surfaces. This factor is important if the amount and kind of balancing exceeds that needed for ordinary locomotion and maintenance of body equilibrium.

Stooping: Bending body downward and forward by bending spine at the waist. This factor is important if it occurs to a considerable degree and requires full use of the lower extremities and back muscles.

Kneeling: Bending legs at knee to come to a rest on knee or knees.

Crouching: Bending the body downward and forward by bending legs and spine.

Crawling: Moving about on hands and knees or hands and feet.

Reaching: Extending hand(s) and arm(s) in any direction.

Standing: Particularly for sustained periods of time.

Walking: Moving about on foot to accomplish tasks, particularly for long distances.

Pushing: Using upper extremities top press against something with steady force in order to thrust forward, downward, or outward.

Pulling: Using upper extremities to extent force in order to drag, haul, or tug objects in a sustained motion.

Foot

Motion: Using feet to push pedals.

Lifting: Raising objects from a lower to a higher position or moving objects horizontally from position to position. This factor is important if it occurs to a considerable degree and requires substantial use of the upper extremities and back muscles.

X Fingering: Picking, pinching, typing, or otherwise working with fingers rather than with the whole hand or arm as in handling.

X Grasping: Applying pressure to an object with the fingers and palm.

Frequently

Occasionally

2. PHYSICAL EFFORT (cont.)

FREQUENCY

X Talking: Expressing or exchanging ideas by means of the spoken word. Those activities in which workers must convey detailed or important spoken instructions to other workers accurately, loudly, or quickly.

X Hearing: Perceiving the nature of sounds with or without correction. Ability to receive detailed information through verbal communication and to make fine discriminations in sound, such as when making find adjustments on machined parts.

Feeling: Perceiving attributes of objects, such as size, shape, temperature, or texture by touching with skin, particularly that of fingertips.

X Repetitive Substantial movements (motions) of the wrists, hands,

Motion: and/or fingers.

Regularly

Regularly

Frequently