Intake Coordinator

Overview:
GENERAL SUMMARY OF POSITION:                                      

Under the general supervision of the Manager, or designee, the Intake Coordinator will act as a liaison between Unit staff, external clients and other key stakeholders. The Intake Coordinator will serve as a resource to the staff in matters concerning the Unit and any other issues as assigned by Management staff.  This individual will oversee and assist in the intake process with the goal of investigating, collecting and/or retrieving accurate data from various sources and advising members or their designees/agents about Unit policies and procedures according to applicable regulations.

Responsibilities:
MAJOR RESPONSIBILITIES:

Responsible for understanding Intake policies and procedures as they relate to the Unit and updating as necessary

Supervise Intake staff and contribute to annual review process.

Coordinate, monitor, and measure work distribution/productivity/quality levels of Intake staff responsible for opening new cases and submit results to Manager through available communication channels.

Conduct thorough analysis of case documentation and history, and if necessary apprise relevant parties on Unit policies and procedures including need for case documentation required by law.

Use large web based databases (MMIS,Cognos & Case Tracking) to acquire member eligibility reports, claims history, and case-head information to aid in case coordination.

Maintain an understanding and knowledge of member aid categories to determine which, if any, benefits were received

Train Intake staff or temporary staff on procedural changes; and provide input to senior staff and software developers on methods to improve or streamline the Intake process.

Oversee and assist Intake staff with processing incoming and outgoing mail, closed case filing and reporting, and other Unit related duties as requested or required

Research relevant case information through the use of web based applications/tools such as Accurint, MMIS, Cognos, Lexis/Nexis, Registry of Deeds.

Participate in weekly/monthly Unit management team meetings process.

Conduct regular meetings with staff to review essential Unit and operational updates and ensure consistent implementation of Intake policies and procedures.

Oversee the unit’s paperless scanning environment process as well as, but not limited to, software knowledge, staff training and equipment maintenance and purchases.

Perform other duties as assigned or required.

Qualifications:
REQUIRED QUALIFICATIONS:

Bachelor’s Degree or equivalent experience

1 year related customer service or business experience

Strong analytical, oral and written communication skills

Proficient in Office and Web-based applications

 

 

Additional Information:
PREFERRED QUALIFICATIONS (Specific to CHCF):

Paralegal Certificate

Ability to Research relevant case information at various Probate Courts

Annuity Contract assessment and review

Familiar with Medicaid operations, policies and procedures pertaining to Casualty Recovery, Estate Recovery and Third Party Liability

Understanding of legal and medical terminology

Working knowledge of Microsoft Office

---