Demo

Patient Intake Specialist / Patient Services Specialist (Medical insurance/CRM)

Systems Ally
North Chicago, IL Contractor
POSTED ON 11/27/2025
AVAILABLE BEFORE 3/26/2026

Onsite

This is a very entry level role.

Are you open to look at candidates willing to relocate? No

What are the top 3-5 skills requirements should this person have?

  • Quick learner
  • Efficient
  • Communication
  • Quick with redirecting
  • Computer proficient

What is a nice to have (but not required) regarding skills, requirements, experience, education, or certification?

  • No certifications/education required

What type of environment is this person working in?

  • Group setting
  • Individual Setting
  • Combination of both

Work Schedule (Define days,# of hours)/ Is Overtime offered or required? If yes, how many hours, what impact to scheduled working hours?

  • 5 days a week, 8.5 hours a day/ Overtime can range from offered to mandatory
  • Hours open are 7am-7pm, new hires start with later shift but need to be open for flexibility
  • During the year, we may have mandatory overtime that could be up to 10 hours a week

Does this position offer the ability to work remotely on a regular basis or is it an on-site role? If remote opportunity exists, what are the options (i.e. 1 day remote, 4 days on-site)?

  • Agents will work onsite 100%
  • Training will be done onsite

Role:

The Intake Specialist role works to support the Patient Assistance Program (PAP) through providing initial triaging of patient applications, including data entry and coordination of work through the appropriate channels as determined by established business rules.

Responsibilities:

  • Completes the intake process of all applications into Customer Relationship Management System (CRM)
  • Associates and tags all images to the patient, data enters all information including patient demographic information, physician information, drug information, and all relevant application data such as income information, household information and insurance information into the CRM
  • Conducts initial assessment of application for missing information and completes missing information patient outreach process to obtain required data
  • Completes initial assessment of simplified application
  • Identify appropriate work flow based upon business rules
  • Collaborate cross functionally to ensure processes are followed according to business rules and policies
  • Ensure all patient cases are documented in the CRM in accordance with all business rules and policies
  • Conduct renewal and year end recertification’s process as determined by the client Assistance Program
  • Readily assists on special project within job scope to improve reimbursement optimization when requested by management
  • Manages incoming and outgoing mail

Qualificiations:

  • High school diploma or equivalent required. College or a 2-year Associate Degree is preferred
  • A minimum of 1-3 years’ experience within an office or administrative setting
  • Exposure to core insurance (Medical and Pharmacy Benefit) knowledge a plus
  • Strong attention to detail and work independently with minimal direction
  • High quality customer service skills
  • Ability to express ideas clearly in both written and oral communications

Job Type: Contract

Pay: $15.00 - $17.00 per hour

Expected hours: 40 per week

Benefits:

  • Health insurance

Education:

  • High school or equivalent (Preferred)

Experience:

  • Customer Relationship Management System (CRM): 1 year (Preferred)
  • Patient support or patient services: 1 year (Preferred)
  • Insurance claims processing or benefits verification: 1 year (Preferred)
  • handling application/intake processes: 1 year (Preferred)
  • customer service: 1 year (Preferred)

Ability to Commute:

  • North Chicago, IL 60064 (Preferred)

Work Location: In person

Salary : $15 - $17

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