Onboarding Specialist I (Kansas City, MO / Hybrid)

$33,280 - $41,600/Yr

Freedomcare - Kansas City, MO

Full-time - Entry Level

Hybrid - Kansas City, MO

Professional, Scientific, and Technical Services

About the position

The Onboarding Specialist I at FreedomCare is responsible for guiding patients and their chosen caregivers through the enrollment process in the Consumer-Directed Services (CDS) program. This hybrid role involves working closely with the Intake team to ensure that all necessary documentation is submitted and understood by the caregivers. The position emphasizes exceptional customer service and effective communication to facilitate a smooth onboarding experience for clients.

Responsibilities

• Work with patients' chosen caregivers to guide them in submitting all required work and medical documentation, documentation for tax applications, background checks, and supported employment verification.
• Schedule and conduct remote orientations with patients and caregivers, with occasional in-home orientations as required.
• Submit all tax applications to the proper agencies and complete any required follow-up to finalize the process.
• Complete background checks and follow up as needed according to the results.
• Communicate and facilitate the onboarding process to the point of enrollment completion.
• Adhere to a revolving monthly client service and compliance standard.
• Effectively input and update the case file and account data within Salesforce CRM tool.
• Manage call dashboards and reporting to assist in managing assignments.

Requirements

• At least 1 year of previous experience in a fast-paced customer service role.
• Proven exceptional customer service experience.
• Experience in a high-volume inbound and outbound call environment.
• Strong customer focus and adaptability to different personality types.
• Ability to multitask, set priorities, and manage time effectively.
• Strong phone and verbal communication skills along with active listening skills.
• Attention to detail and data accuracy.
• Ability to meet and/or exceed weekly targets or metrics.
• Excellent communication (written and verbal) and organization skills.
• Effective time management, prioritization, and multitasking skills.

Nice-to-haves

• Bilingual Spanish or other languages preferred.
• 2 years of Salesforce experience.
• 2 years of Medicaid experience in a homecare agency environment.

Benefits

• Health insurance
• Retirement plan
• Wellness programs
• Fun company events
• Ongoing learning opportunities