[Remote] Intake Coordinator I

Note: The job is a remote job and is open to candidates in USA. Transcarent is a company focused on creating a leading personalized health and care experience. The Intake Coordinator role involves serving as a liaison between customers and nursing staff, educating customers about services, and managing the referral process to ensure comprehensive member care. Responsibilities Answer calls in a high-volume, fast-paced environment Proactively communicate Accolade benefits and the value of our service to customers Phone Intake and medical triage to the appropriate nurse team member Offer guidance to customers regarding their health plans, including eligibility Activate new customers accounts, reset account passwords, and input/update necessary information into our database Manage an active inventory of requests with timely follow-up Assist to Accolade specialists with account concerns Effectively navigate multiple internal systems and processes to obtain appropriate data Perform outbound calls to customers, as needed Distribute cases amongst the other teams, based on customer’s need, medical concern or diagnosis Collaborate closely with the Customer Support team to troubleshoot customers and Accolade specialist tech issues Collaborate closely with the scheduling team regarding Accolade specialists or customer consultation concerns Meet all team/personal qualitative and quantitative targets Manage the team email inbox and assign appropriate emails to nurse cases Assign cold call referrals to REACH Health AdvocatesManage outgoing referrals identified by nurses and the client management team via web portal and secured emails Communicate with members regarding referral opportunities available to them via their health plan providers Ensure complete and accurate registration into the database Prioritizes referrals by their urgency and addresses them in a timely manner Work closely with the Nurse team to facilitate successful outgoing referrals Maintain ongoing tracking and appropriate documentation on referrals using system dashboards, google sheets, and excel Work collaboratively and efficiently while providing exceptional customer service to our members Meet team/personal qualitative and quantitative targets 70% Intake Calls/ 30% Referrals Skills At least 1 year of experience in a medical setting Referral Experience Knowledge of Medical terminology The ability to prioritize and perform multiple high priority tasks concurrently with minimal direction Strong administrative/technical skills; Comfort working on a PC using Microsoft Office (Outlook, Word, Excel, PowerPoint), CRM tools (Salesforce), IM/video conferencing (Slack/Zoom), and telephones efficiently Strong customer service skills with a caring personality, willing to put in extra effort to ensure our members are taken care of during potentially difficult times Excellent communication skills (spoken and written) in English; comfortable talking on the phone for extended periods of time and replying to emails in a timely manner Trustworthy and accountable behavior, capable of viewing and maintaining confidential personal information daily Ability to build long-lasting relationships, provide professional and knowledgeable guidance Exemplify great team-oriented behavior to achieve goals Possess a competitive drive and entrepreneurial confidence to succeed, a high level of ownership, accountability and initiative A designated, distraction-free home office space with ability to hard wire connect to high-speed internet (no Wi-Fi) Benefits Competitive medical, dental, and vision coverage Competitive 401(k) Plan with a generous company match Flexible Time Off/Paid Time Off, 12 paid holidays Protection Plans including Life Insurance, Disability Insurance, and Supplemental Insurance Mental Health and Wellness benefits Company Overview Transcarent is a provider of a healthcare platform that facilitates improved outcomes and cost-effective decisions. It was founded in 2020, and is headquartered in San Francisco, California, USA, with a workforce of 1001-5000 employees. Its website is