Intake Coordinator

3 Hours ago • 1-2 Years

Job Summary

Job Description

The Advocacy Intake Coordinator is responsible for providing excellent customer service to clients, including TPA Clients, Client Employer Groups, Health Plan members, and providers. The role involves assisting clients and members with inquiries, services, or issues, as well as case submission. Key responsibilities include handling incoming emails, faxes, and portal cases, operating independently, and ensuring appropriate intake of all inquiries and issues. The coordinator will work within multiple proprietary systems and product offerings, including Avedon, Visium™, Compass Connect, and Innovate360.
Must have:
  • Receive and enter advocacy cases from members/providers/clients.
  • Respond to email correspondence inquiries within a timeframe.
  • Identify members/providers/clients needs and provide solutions.
  • Maintain confidentiality and adhere to HIPAA requirements.
  • Utilize software, databases, scripts and tools appropriately.
  • Attend work consistently and punctually as scheduled.
Good to have:
  • Higher degree in healthcare industry preferred.
  • Excellent verbal, written and customer service skills.
  • Solid computer, grammar, and multi-tasking skills.
  • Strong attention to detail and time management.
  • Ability to navigate various computer systems.
  • Problem solving skills and adaptability.

Job Details

At Zelis, we Get Stuff Done. So, let’s get to it! 

  

A Little About Us 

Zelis is modernizing the healthcare financial experience for all by providing a connected platform that bridges the gaps and aligns interests across payers, providers, and healthcare consumers. This platform serves more than 750 payers, including the top 5 national health plans, BCBS insurers, regional health plans, TPAs and self-insured employers, and millions of healthcare providers and consumers. Zelis sees across the system to identify, optimize, and solve problems holistically with technology built by healthcare experts—driving real, measurable results for clients. 

  

A Little About You 

You bring a unique blend of personality and professional expertise to your work, inspiring others with your passion and dedication. Your career is a testament to your diverse experiences, community involvement, and the valuable lessons you've learned along the way. You are more than just your resume; you are a reflection of your achievements, the knowledge you've gained, and the personal interests that shape who you are.

Position Overview

The Advocacy Intake Coordinator is responsible for delivering exceptional customer service to our clients, including TPA Clients, Client Employer Groups, Health Plan members, and providers. This role supports the Director of Advocacy and VP of Operations as needed. The primary focus is on assisting clients and members with the intake of inquiries, services, or issues, and working with members and clients with submission of their case.

Key responsibilities include handling all incoming emails, faxes, and portal cases. A key aspect of this role is the ability to operate independently within the scope of duties and ensure appropriate intake of all inquiries and issues. The Advocacy Intake Coordinator will work within multiple proprietary systems and product offerings, including Avedon, Visium™, Compass Connect, and Innovate360.

What You’ll Do 

  • In an efficient manner receive, enter advocacy cases from members/providers/clients and educate on RBP plan and guidance with Zelis case submission process.  

  • Respond to email correspondence inquiries from internal and external partners within an established timeframe utilizing current reference materials and available resources  

  • Identify members/providers/clients needs, clarify information, thoroughly research every issue, and provide solutions and/or alternatives  

  • Maintain confidentiality and adhere to HIPAA requirements  

  • Utilize software, databases, scripts and tools appropriately  

  • Consistent, regular, punctual attendance as scheduled is an essential responsibility of this position  

  • Special projects as assigned by the leadership team.  

  • Miscellaneous office duties as assigned.   

  • Back-up to other positions as assigned by the leadership team. 

What You’ll Bring to Zelis 

  • High School diploma or equivalent. 

  • Higher degree of education or vocational/technical school in health care industry preferred but not required 

  • Minimum of 1 to 2 years Health Insurance Industry experience in patient concierge, customer service, intake. 

  • Excellent verbal, written and customer service skills    

  • Solid computer, grammar, and multi-tasking skills 

  • Strong attention to detail, time management and decision-making skills  

  • Ability to navigate various computer systems - this role requires technical aptitude and the ability to navigate through multiple applications in a dual screen environment  

  • Problem solving skills, Adaptability and accountability   

  • Exceptional customer service skills and data entry accuracy   

  • Ability to multitask, set priorities and manage time effectively   

  • Must be proficient with office programs Windows, Excel, and the MS Office suite in general   

Location and Workplace Flexibility

We have offices in Atlanta GA, Boston MA, Morristown NJ, Plano TX, St. Louis MO, St. Petersburg FL, and Hyderabad, India. We foster a hybrid and remote friendly culture, and all our employee's work locations are based on the needs of the position and determined by the Leadership team. In-office work and activities, if applicable, vary based on the work and team objectives in accordance with Company policies.

  

Equal Employment Opportunity  
Zelis is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. 
 
We welcome applicants from all backgrounds and encourage you to apply even if you don’t meet 100% of the qualifications for the role. We believe in the value of diverse perspectives and experiences and are committed to building an inclusive workplace for all. 

 

Accessibility Support 
We are dedicated to ensuring our application process is accessible to all candidates. If you are a qualified individual with a disability or a disabled veteran and require a reasonable accommodation with any part of the application and/or interview process, please email TalentAcquisition@zelis.com. 

  

Disclaimer 

We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law. 

The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities, duties, and skills from time to time. 

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About The Company

Zelis is modernizing the healthcare financial experience by providing a connected platform that bridges the gaps and aligns interests across payers, providers, and healthcare consumers. This platform serves more than 750 payers, including the top 5 national health plans, BCBS insurers, regional health plans, TPAs and self-insured employers, and millions of healthcare providers and consumers. Zelis sees across the system to identify, optimize, and solve problems holistically with technology built by healthcare experts – driving real, measurable results for clients.

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