Onboarding Specialist (Springfield, MO / Hybrid)

$33,280 - $41,600/Yr

Freedomcare - Springfield, MO

Full-time - Entry Level

Springfield, MO

Professional, Scientific, and Technical Services

About the position

The Onboarding Specialist at FreedomCare plays a crucial role in guiding patients and their chosen caregivers through the enrollment process in the Consumer Directed Services (CDS) program. This hybrid position involves both remote and in-office work, focusing on ensuring that all necessary documentation is submitted and that caregivers understand the program's features and benefits. The specialist will collaborate closely with the Intake team and manage various administrative tasks 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 case files 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.
• Build sustainable relationships and engage patients/caregivers by taking the extra mile in resolving any issues/concerns.
• Strong phone and verbal communication skills along with active listening skills; ability to comfortably resolve issues over the telephone.
• 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.
• Proactive with a commitment to excellence in your work.
• Flexibility and openness as the role and responsibilities may change and evolve as the company grows.
• Previous experience managing multiple schedules.

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