Intake Specialist
Robert Half Office Team
Description
We are in the process of hiring a Remote Intake Specialist for our Durham, North Carolina-based team. As an Intake Specialist, you will be at the forefront of interacting with both internal and external customers, processing a variety of requests, inquiries, and transactions. This role offers a long-term contract employment opportunity and is completely remote (in approved states only), providing you with the flexibility to work from a quiet, distraction-free workspace.
Responsibilities:
• Engage in effective communication with internal and external customers through various channels such as phone, email, fax, and mail.
• Ensure accuracy in processing a broad range of requests, inquiries, and transactions.
• Maintain and update Service Requests, researching any incorrect or missing information.
• Screen incoming inquiries to determine if authorization is required.
• Verify member benefits, eligibility, and/or provider setup.
• Review requests meticulously to ensure accuracy and completeness.
• Document all relevant information related to the call/inquiry, attaching supporting information when necessary.
• Route unresolved issues to the appropriate area for follow-up as required.
• Conduct data analysis to provide feedback to Team Leads on employee development needs and/or specific providers requiring education on prior approval or pre-certification processes.
• Perform monthly Peer Audits as required.
• Provide clinical review outcome notification to members and providers, both verbally and in writing.
• Triage and assign all incoming inquiries efficiently and timely throughout the day to appropriate staff.
Requirements
High School Diploma/ GED Required
3+ years of applicable experience. required
• Exceptional research skills to effectively gather information and deliver insights.
• Excellent understanding of planning processes to streamline and optimize workflows.
• Proven experience in reviewing and auditing documents and processes.
• Knowledge of benefit functions and hiring processes.
• Ability to handle, interpret, and manage financial notes.
• Strong communication skills to effectively interact with team members and clients.
• Proficiency in data analysis for critical decision-making processes.
• Familiarity with the process of obtaining authorizations.
• Experience in dealing with missing invoices and ensuring their accuracy.
• Ability to liaise with appropriate personnel for efficient operations.
• Experience in providing service to external customers.
• Proficiency in using fax machines for document transmission.
• Demonstrated ability to triage and prioritize tasks effectively.
• Experience in service request management to handle customer queries and complaints.
• Familiarity with clinical review processes and standards.
TalentMatch®
Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .
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