- Truist (Houston, TX)
- …needs and objectives of the client and will serve as the primary point of intake for a majority of requests from advisor(s) and clients, playing a key front-office ... role in interfacing with clients. The teammate will support workload management, and triage and delegate client and advisor operational requests to a centralized service team as appropriate. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the… more
- Caterpillar, Inc. (Peoria, IL)
- …working in a highly matrixed organization + Demonstrated experience managing intake and workflow of projects + Demonstrated experience with customer service ... or responding to business partner inquiries to troubleshoot and address problems + Demonstrated experience creating & maintaining complex processes + Demonstrated experience building relationships, ability to persuade as well as negotiate to solve problems +… more
- TEKsystems (Shoreview, MN)
- …come in to this area and it will initially be handled by a seperate intake team who will then do the intial discovery and information collection for the complaint ... to go into a work queue. These team members will then take control of complaints in progress and will see it through until it has reached the qualifications for completion. This specific area is handling complaints related to credit card, checking account and… more
- Bowery Residents Committee (Brooklyn, NY)
- …caseload of homeless men referred to the Assessment Center by DHS's Intake Center. Assessment Specialists primary duties will involve coordinating a comprehensive ... assessment and assist with making a referral to a more appropriate setting for clients on their case load. Referral locations will include, but not limited to, return to family, long term treatment facilities, supportive housing services, and DHS program… more
- TEKsystems (Lumberton, NJ)
- …Collect co-pays, verify insurance eligibility, and obtain authorizations + Prepare patient intake forms and ensure timely service + Counsel patients on financial ... responsibilities + Maintain a clean, safe, and welcoming environment + Achieve quality assurance goals and follow payment reconciliation procedures Nice-to-Haves: + Familiarity with insurance processes (authorizations, payers, etc.) + Basic bookkeeping or… more
- Ascension Health (Chicago, IL)
- …solving problems, setting goals and obtaining required services. + Conduct initial intake procedures. + Assess needs and eligibility of potential clients. + ... Participate in the initial assessment process, service plan of care development, and ongoing monitoring of each client's care. + Obtain extensive social history from client and/or family member upon admission to program. + Resolve client problems by clarifying… more
- Bowery Residents Committee (Manhattan, NY)
- …clinical files and reports are complete and up to date. Assist with intake and admission process. Participate in community meetings. Provide emergency first aid/CPR ... assistance when needed. Related duties as assigned. HOURS: Full-time, 37.5 hours per week + Sunday-Thursday 8am-4:30pm QUALIFICATIONS: BA preferred. HS diploma/ GED required and significant experience working with the substance abuse and/or mentally ill… more
- CH Robinson (Eden Prairie, MN)
- …administration of CH Robinson Foundation grant programs, including application intake , vetting, communications, and partner engagement + Oversee the Foundation's ... internal grant review committees, preparing materials, leading meetings, and providing training and guidance + Manage the annual scholarship program and employee relief fund, ensuring effective communication, application review, and program compliance +… more
- Federal Emergency Management Agency (Washington, DC)
- …or local government, or private sector, and must demonstrate the following: Intake , tracking, monitoring, and closeout of requests for information, taskings, or work ... assignments; OR Administrative stills such as technical writing; drafting responses to inquiries; developing policies, procedures, memoranda or plans; managing scheduling requests; note-taking; or staff support to senior leadership Please read the following… more
- Ochsner Health (Slidell, LA)
- …Required - 2 years of experience as a pharmacy technician, medical intake , or healthcare employee working with medications. Preferred - Experience working with ... insurance to process medication authorizations, working with outpatient clinics and processing medication refill request, or experience with taking patient medication history. **Certifications** Required - Medication Therapy Management Certification obtained… more