Financial Intake Specialist jobs in Kenosha, WI

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Intake Specialist
  • Halpin Staffing Services
  • Elkhorn, WI FULL_TIME
  • Job Description

    Provide limited income families with the services and assistance necessary to prevent and or alleviate energy-related emergencies from occurring, while promoting initiatives that result in a family’s long-term self-sufficiency.

    Seeking passionate applicants for a front desk office position primarily receiving in-bound calls and greeting walk in clients.

    Must possess a professional appearance, excellent communication and active listening skills.

    This position is responsible for assessing the needs of the customer, scheduling appointments, clarifying information and providing overall excellent customer service and support.

    Qualified candidates will possess excellent telephone and in-person customer service and computer skills, have the ability to work in a fast paced environment, handle a high call volume and in office customers on a daily basis with a keen interest and passion in providing each customer with a high standard of care and attention.

    Will work independently as well as in a team environment.

    7 hours ago
  • 1 Day Ago

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Intake Specialist
  • DVJahn, Inc.
  • Gurnee, IL FULL_TIME
  • A small medical supply company in Gurnee, IL is looking to fill an intake administrative position. Prior experience is not required, and full training will be provided. Candidates should be able to mu...
  • 1 Day Ago

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Intake Specialist
  • Orion
  • North Chicago, IL FULL_TIME
  • Job description Location: North Chicago, IL Contract Length: 6 months Pay Rate: $19 (with benefits) Intake Specialist Purpose: The Intake Specialist I works to support PMQA through providing the initi...
  • 10 Days Ago

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Consumer loan specialist
  • OneMain Financial
  • Wauconda, IL FULL_TIME
  • At OneMain, Consumer Loan Sales Specialists empower customers listening to their needs and providing access to friendly, fast, and affordable financing for life’s expenses. Consumer Loan Sales Special...
  • 16 Days Ago

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Consumer loan specialist
  • OneMain Financial
  • Island Lake, IL FULL_TIME
  • At OneMain, Consumer Loan Sales Specialists empower customers listening to their needs and providing access to friendly, fast, and affordable financing for life’s expenses. Consumer Loan Sales Special...
  • 16 Days Ago

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Client Growth Sales Specialist
  • UniTrust Financial Group
  • Kenosha, WI FULL_TIME
  • Client Growth Sales Specialist Location: Remote (Virtual, Work From Home) Job Description: InsuraTec Services Group, a leading name in the financial services industry, is seeking highly motivated and ...
  • Just Posted

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0 Financial Intake Specialist jobs found in Kenosha, WI area

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Chief Compliance Officer, Broker Dealers
  • Cetera Financial Group
  • Schaumburg, IL
  • Job Description The Chief Compliance Officer, Broker Dealers is responsible for implementation and maintenance of the ta...
  • 3/28/2024 12:00:00 AM

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Financial Analyst
  • Orion Engineering Services
  • North Chicago, IL
  • Job description Financial Analyst M-F (3days onsite-T, W, TR/2days remote-M&F 8am-4:30pm $29-$32/HR North Chicago, IL Th...
  • 3/28/2024 12:00:00 AM

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Entry Level Financial Representative - Insurance Sales
  • Bankers Life
  • Crystal Lake, IL
  • Entry Level Financial Representative - Insurance Sales Location: Crystal Lake, IL, United States Job Category: Financial...
  • 3/27/2024 12:00:00 AM

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Associate Financial Representative
  • Modern Woodmen of America
  • Kenosha, WI
  • The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial...
  • 3/27/2024 12:00:00 AM

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Financial Services Professional
  • Bankers Life
  • Libertyville, IL
  • Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to ...
  • 3/26/2024 12:00:00 AM

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Financial Services Representative
  • World Finance
  • Burlington, WI
  • World Finance, winner of the Top Workplaces USA award three years in a row and a two-time winner of Newsweek's Most Trus...
  • 3/26/2024 12:00:00 AM

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Financial Services Representative
  • A Flai Agency
  • Morton Grove, IL
  • Job Description Job Description Our fast paced, growing insurance office is looking to fill a Direct Sales position. Thi...
  • 3/26/2024 12:00:00 AM

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Financial Analyst
  • ULINE
  • Pleasant Prairie, WI
  • Financial Analyst Corporate Headquarters 12575 Uline Drive, Pleasant Prairie, WI 53158 Uline has seen decades of growth,...
  • 3/25/2024 12:00:00 AM

Kenosha /kɛˈnoʊˌʃɑː/ is a city in and the county seat of Kenosha County, Wisconsin, United States. Kenosha is on the southwestern shore of Lake Michigan. With an estimated population of 99,889 as of July 1, 2013, it is the fourth-largest city in Wisconsin and the fourth-largest city on Lake Michigan. The city is part of the United States Census Bureau's Chicago Combined Statistical Area (CSA). Kenosha is in southeastern Wisconsin at 42°34′56″N 87°50′44″W / 42.58222°N 87.84556°W / 42.58222; -87.84556 (42.582220, -87.845624). It is bordered by Lake Michigan to the east, the Town of Somers to ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Financial Intake Specialist jobs
$45,166 to $63,447
Kenosha, Wisconsin area prices
were up 1.8% 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