Financial Intake Specialist jobs in Akron, OH

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Intake Specialist
  • Kisling, Nestico & Redick, LLC
  • Fairlawn, OH FULL_TIME
  • Description

    The Intake Specialist is responsible for the day-to-day operations of the Intake Department. This person reports directly to the Intake Manager and acts under his or her direction.


    Specific Responsibilities:

    • Answer phones in high-volume call center
    • Create and field client intakes
    • Collect and record information from potential clients and open cases in case management software
    • Receive and distribute mail
    • Collect and record police reports

    Requirements

    • High volume phone, call center, and/or law firm experience is preferred
    • Exceptional communication skills
    • Ability to work well under pressure and to exercise good judgment
    • Strong attention to detail, organized and able to multitask and prioritize workload
    • Strong working knowledge of MS Office
    • Ability to 55 wpm
    • Must work well in a team atmosphere
    • Ability to lift a minimum of twenty pounds

    KNOWLEDGE:

    Highly proficient in MS Outlook, Word, and Excel.

    Basic business practices. Standard clerical and general office administration procedures. High command of English grammar, usage, punctuation, and spelling. Use of computers and related software applications.


    SKILLS

    Coordination skill to operate a personal computer keyboard to utilize software and other computer programs to create documents.

    Coordination skill to operate office phone and headphones.

    Coordination skills to operate printers and calculators.

  • 1 Month Ago

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DME Intake Referral Specialist
  • ACU-Serve Corp.
  • Akron, OH FULL_TIME
  • ACU-Serve delivers billing solutions to HME (Home Medical Equipment) providers, giving them the freedom to grow their business while collecting more, faster. ACU-Serve has helped HME businesses cut th...
  • 8 Days Ago

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Customer Sales Specialist
  • Creative Financial Staffing
  • Richfield, OH FULL_TIME
  • JOB DESCRIPTION Customer Sales Specialist: A great client in the distribution industry is looking to add a motivated and driven Customer Sales Specialist to their growing team! They offer a work-place...
  • 2 Days Ago

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Investment Specialist
  • Signal Tree Financial Partners LLC
  • Fairlawn, OH FULL_TIME
  • Job Description – Investment SpecialistThe Investment Specialist is primarily responsible for supporting our team in delivering investment services for our clients. The successful candidate will parti...
  • 18 Days Ago

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Financial Client Service Specialist
  • Golden Reserve LLC
  • Akron, OH FULL_TIME
  • DescriptionGolden Reserve is looking for an experienced Client Services Specialist (CSS). Our CSS is a mix of a Paraplanner and Client Services Coordinator. Unlike other financial institutions, this i...
  • 2 Months Ago

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Financial Advisor
  • Prudential Financial
  • Akron, OH FULL_TIME
  • Take your career to the next level at Prudential Advisors! Change your life by helping others change theirs!We have an opening for a highly motivated analytical individual to join us in our Akron firm...
  • 13 Days Ago

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0 Financial Intake Specialist jobs found in Akron, OH area

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Maintenance Technician
  • Daisy Brand
  • Wooster, OH
  • Maintenance Technician Job Details Job Location Wooster - Wooster, OH Job Category 7330 - Industrial and refractory mach...
  • 12/15/2024 12:00:00 AM

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Personal Banker
  • PNC Financial Services Group, Inc.
  • Akron, OH
  • Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. ...
  • 12/14/2024 12:00:00 AM

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Oracle Cloud Finance - Specialist Master
  • Deloitte
  • Cleveland, OH
  • Position Summary Oracle Cloud Financials Specialist Master Today's chief financial officers (CFOs) and financial executi...
  • 12/13/2024 12:00:00 AM

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IT Finance & HR Planning Analyst Intern
  • FirstEnergy Corp.
  • Akron, OH
  • Job Description FirstEnergy at a Glance We are a forward-thinking electric utility powered by a diverse team of employee...
  • 12/13/2024 12:00:00 AM

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Wealth Advisor
  • Sequoia Financial Group LLC
  • Akron, OH
  • Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering fina...
  • 12/13/2024 12:00:00 AM

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Finance Manager
  • Perlane Sales
  • Stow, OH
  • Job Description Job Description Perlane Sales is part of the Component Solutions Group family of business and is a leade...
  • 12/13/2024 12:00:00 AM

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Processing Technician
  • Daisy Brand
  • Wooster, OH
  • Processing Technician Job Details Job Location Wooster - Wooster, OH Job Category 7855 - Food processing workers, all ot...
  • 12/12/2024 12:00:00 AM

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Warehouse & Palletizing Operator
  • Daisy Brand
  • Wooster, OH
  • Warehouse & Palletizing Operator Job Details Job Location Wooster - Wooster, OH Job Category 8630 - Miscellaneous plant ...
  • 12/11/2024 12:00:00 AM

Akron (/ˈækrən/) is the fifth-largest city in the U.S. state of Ohio and is the county seat of Summit County. It is located on the western edge of the Glaciated Allegheny Plateau, about 30 miles (48 km) south of Cleveland. As of the 2017 Census estimate, the city proper had a total population of 197,846, making it the 119th-largest city in the United States. The Greater Akron area, covering Summit and Portage counties, had an estimated population of 703,505. The city was founded in 1825 by Simon Perkins and Paul Williams, along the Little Cuyahoga River at the summit of the developing Ohio and...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Financial Intake Specialist jobs
$45,343 to $63,710
Akron, Ohio area prices
were up 1.6% from a year ago

Financial Intake Specialist in Louisville, KY
Performs eligibility and or similar, comparable, or related duties as may be required or assigned.
January 31, 2023
Resolves all customer requests, inquiries, and concerns in an expedient and respectful manner.
February 15, 2023
Manages work assignment to ensure all tasks and coordination notes are completed in a timely manner.
February 17, 2023
Initiates one time letters of agreement (LOAs) and negotiates rates as dictated by established policies and procedures in a timely manner.
February 19, 2023
Reviews and replies to branch location's urgent requests in a timely and accurate manner.
April 03, 2023
Reviews and replies to branch location s urgent requests in a timely and accurate manner.
April 27, 2023
Obtains all authorization as needed from payer for services ordered/requested in a timely manner.
May 01, 2023
Serves as a liaison between the branch location and the payer on a regular basis.
May 17, 2023