Intake Specialist

Overview

Who We Are

Because health is personal. That's why Personify Health created the first and only personalized health platform—bringing health plan administration, holistic wellbeing solutions, and comprehensive care navigation together in one place. We serve employers, health plans, and health systems with data-driven solutions that reduce costs while actually improving health outcomes. Together, our team is on a mission to empower people to lead healthier lives.

Learn even more about the work that drives us at personifyhealth.com.

Responsibilities

Ready To Be the First Point of Contact That Keeps Pre-Certification Moving for Members and Providers?

Why This Role Matters

Pre-certification is a critical gateway in the healthcare process — delays or errors here ripple downstream for members and providers alike. This role sits at the front line of that process, routing calls, gathering the right information, and making sure service requests reach the right teams without unnecessary friction.

What You'll Actually Do

Answer and route incoming calls: Handle all inbound phone traffic professionally, directing callers to the appropriate department or resource efficiently.

Support the pre-certification process: Gather demographic, non-clinical, and provider data from members and providers via phone, fax, and web-based systems to facilitate pre-certification requests.

Manage and triage service requests: Review incoming requests and route them to the appropriate department, keeping case movement on track within required turnaround windows.

Maintain accurate case documentation: Enter and maintain complete case records, compile monthly reports, and keep logs and files current and organized.

Meet daily productivity and quality standards: Consistently hit productivity, quality, and turnaround time targets on a daily, weekly, and monthly basis.

Qualifications

What You Bring to Our Team

Education & Experience

• Associate degree preferred in business, management, or a related field
• Prior experience in customer service and/or a medical background
• Prior insurance and/or claims experience
• Experience in medical front office, hospital patient intake, or medical claims processing preferred

Technical Skills

• Proficiency in Microsoft Excel, Word, and Outlook
• Accurate data entry at 40 WPM minimum
• Experience managing high volumes of inbound customer service calls

Our Commitment: Personify Health is an equal opportunity employer committed to diversity, equity, inclusion, and belonging. We cultivate a work environment where differences are celebrated, and employees of all backgrounds are empowered to thrive—because diversity is core to who we are and critical to our work in health and wellbeing.

Stay Safe: Personify Health will never ask for payment or sensitive personal information like social security numbers during hiring. All official communication comes from verified company email addresses and or our secure applicant tracking system. Suspicious requests? Report them to talent@personifyhealth.com. View all legitimate openings at personifyhealth.com/careers.