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Client Onboarding Specialist

2 months ago


Ankeny, Iowa, United States Mom's Meals, a PurFoods Company Full time
Job Summary

Mom's Meals, a PurFoods Company, is seeking a highly detail-oriented and organized Client Onboarding Specialist to join our team. As a Client Onboarding Specialist, you will be responsible for managing a queue of incoming documents to create new clients and update existing clients in our Customer Relationship Management (CRM) system.

Key Responsibilities
  • Review and process incoming Medical Service Authorizations and Medical paperwork to create new clients, update existing clients, and close accounts as needed.
  • Correspond and follow up with Agency Case Managers to ensure timely and accurate completion of tasks.
  • Troubleshoot and resolve account issues in a timely and efficient manner.
  • Coordinate with internal business partners to ensure seamless communication and collaboration.
  • Assist other departments with Intake-related inquiries and provide exceptional customer service.
Requirements
  • High school diploma or equivalent.
  • Basic Microsoft Office skills.
  • Previous data entry experience.
  • Strong analytical skills with high attention to detail and accuracy.
  • Ability to problem solve issues in a timely manner.
  • Ability to navigate multiple computer systems and applications.
  • Strong verbal, written, and interpersonal communication skills.
  • Ability to prioritize, meet deadlines, and adjust as needed in a fast-paced environment.
  • Ability to achieve high production and quality standards.
  • Ability to work effectively in both a team and individual environment.
Preferred Qualifications
  • Some college experience or equivalent.
  • Medical billing terminology.
Company Overview

Mom's Meals is a home-delivered meal service providing fully prepared, refrigerated meal solutions direct to homes nationwide for over 25 years. We provide seniors, patients recovering post-discharge, and those managing a chronic condition with tailored nutrition solutions to manage their specific needs. If you are passionate about the well-being of others and have a strong sense of community, Mom's Meals could be the place for you.

We are a family-operated business looking for fun, compassionate, and friendly people who want to make a difference in the lives of others. We value our employees and offer a comprehensive benefits package, including PTO, 401(k), and a full benefits package.

We are an equal opportunity employer and comply with all applicable federal and state non-discrimination laws. All qualified applicants shall receive consideration for employment without regard to race, religion, national origin, ancestry, color, gender, age, disability, sexual orientation, or military status.