Job Summary: 

• Monitor and process all new customer orders (new and existing) in the workforce management standard operating processes
• Meeting project intake process criteria, ensure all project information is correctly documented and of the highest quality, including quote review, internal discovery, timelines, desired outcomes and other relevant information
• Assist with managing and increasing project intake accuracy and ensuring the project is ready to be scheduled and resourced.
• Work closely with the resource manager, PMO and implementation services leadership to resolve project scheduling and resource conflicts.
• Build, maintain, and communicate project intake metrics, opportunities and challenges
• Develop and manage a program and delivery methodology, with the end goal of efficient project scheduling, and clear customer expectations, deliverables and outcomes
• Run weekly resource meeting and facilitate project issues/conflict resolution with Professional Services and appropriate department heads
• Manage all aspects of project intake with transparency to business leaders. 
• Source input from Professional Services leaders

Skills on Resume: 

• Order Processing (Hard Skills)
• Project Documentation (Hard Skills)
• Quality Assurance (Hard Skills)
• Conflict Resolution (Soft Skills)
• Data Reporting (Hard Skills)
• Program Development (Hard Skills)
• Meeting Facilitation (Soft Skills)
• Leadership Communication (Soft Skills)

Job Summary: 

• Consult with Professional Services leaders and Project Managers/Associate Project Managers to identify appropriate project timelines for each account, solution, and project
• Maintain constant knowledge of current, upcoming projects and sales growth development activities as they relate to scheduling
• Arrange weekly meetings with the Professional Services Management team to discuss all active projects and potential new business
• Receive, analyze and report on weekly project intake to the Professional Services Management team
• Alert the Senior Management team of any potential concerns or issues with meeting key client deliverables
• Attend weekly resource calls and manage the collaboration process with other departments or practices to share resources
• Recommend process improvements for Resource Management
• Be responsible for managing overall utilization
• Work to resolve any issues regarding under- or over-allocation of current staff members

Skills on Resume: 

• Timeline Planning (Hard Skills)
• Project Tracking (Hard Skills)
• Team Coordination (Soft Skills)
• Data Analysis (Hard Skills)
• Risk Management (Soft Skills)
• Cross Collaboration (Soft Skills)
• Process Improvement (Hard Skills)
• Resource Allocation (Hard Skills)

Job Summary: 

• Screening of new potential clients across the entire spectrum of single-event personal injury matters, as well as mass torts
• Manage all data entered/saved to the databases
• Regular daily, weekly, and monthly reporting on intake
• New client sign-ups across all channels, in-office and remote, both during business hours and after hours
• Intake or pre-litigation investigation work, including crash reports, background checks, workers’ compensation verification, OSHA investigations, etc.
• Resolving client questions, concerns, and other escalated issues by phone and in person
• Managing after-hours intake.
• Supporting internal and external audits. 
• Ensuring complete compliance at all times

Skills on Resume: 

• Client Screening (Hard Skills)
• Database Management (Hard Skills)
• Report Generation (Hard Skills)
• Client Onboarding (Hard Skills)
• Case Investigation (Hard Skills)
• Issue Resolution (Soft Skills)
• After Hours (Soft Skills)
• Regulatory Compliance (Hard Skills)

Job Summary: 

• Call and verify provider qualifications for policy benefits, identify the type of therapy necessary and resource lists
• Communicates in writing or via phone with clients, family members, agents, physicians and discharge planners on eligibility requirements, policy benefits, eligibility determinations and contract provisions
• Communicates with the Director of Reimbursement on eligibility requirements, policy benefits, eligibility determinations and contract provisions
• Create correspondence needed for eligibility determination
• Requests assessments or plans of care needed based on product type, diagnosis and eligibility from the clinical team
• Enters administrative information into the computerized database
• Provides necessary follow-up to ensure the client’s enrollment has been approved
• Completes Consent, Assignment of Benefits, Privacy Practices and e-mails PDF copies to Materials Coordinator and Pharmacy personnel to be sent with start of care delivery
• Forwards PDF documents received from the referral source during intake to the Clinical Administrative Assistant for the clinical file
• Completes and/or inputs billing/clinical transaction information. 
• Maintains current knowledge regarding third-party and first-party payment procedures and regulations, as well as preferred provider agreements

Skills on Resume: 

• Provider Verification (Hard Skills)
• Client Communication (Soft Skills)
• Eligibility Review (Hard Skills)
• Document Preparation (Hard Skills)
• Data Entry (Hard Skills)
• Follow Up (Soft Skills)
• Billing Management (Hard Skills)
• Regulation Knowledge (Hard Skills)

Job Summary: 

• Ensure the Intake team is adhering to company and department policies
• Participate in regular quality assurance tasks
• Actively lead daily, weekly, and monthly huddles and team meetings with the 
• Intake team
• Establish meeting cadence with direct reports to review individual and team performance, areas of opportunity and areas where exceeding expectations
• Depending on training content, will coordinate, lead and/or deliver training for new and existing Intake staff
• Communicate and deliver employee appraisals, coaching, and development
• Ensure Intake leadership team is monitoring daily, weekly, and monthly agent and team performance through Intake technology, ie, phone and EHR systems
• Be responsible for reporting key performance metrics and data regularly in accordance with the company’s strategies and processes
• Provide daily, weekly, and monthly metric reports for the state intake team
• Handle escalated patient concerns to address satisfaction issues and work with appropriate Intake staff, provider and/or management to resolve
• Champion new initiatives and participate in additional training to further the skills of the intake team
• Collaborate with cross-functional teams to execute and oversee processes related to intake services and patient/community needs (IOP, PHP, Testing, etc.)
• Actively participate in the intake department workflow and tasks

Skills on Resume: 

• Policy Compliance (Hard Skills)
• Quality Assurance (Hard Skills)
• Team Leadership (Soft Skills)
• Performance Review (Soft Skills)
• Staff Training (Hard Skills)
• Employee Coaching (Soft Skills)
• Data Reporting (Hard Skills)
• Conflict Resolution (Soft Skills)

Job Summary: 

• Be responsible for managing and completing the intake process for assigned families
• Assess and determine the eligibility of clients for the parameters of Jill’s House programs
• Build and maintain rapport and relationships with families served from their initial point of contact with Jill’s House, serving as their primary point of contact throughout their participation (gathering feedback, updating support plans, communicating program changes, etc.)
• Develop and maintain Individual Support Plans for each client to ensure appropriate levels of care for clients by coordinating communication with their family members, support coordinators, and other members of Jill’s House teams
• Create, maintain and oversee client files and accounts, keeping paperwork current in accordance with regulations and records management policy for each visit
• Construct and manage client schedules and the program calendar
• Collaborate with other Jill’s House teams and staff members to develop a cohesive program and processes
• Be responsible for managing client Medicaid Waiver Hours and obtaining appropriate service authorizations
• Utilizes reporting software to manage and analyze client data
• Collaborates with teachers, social workers, and other outside support professionals.

Skills on Resume: 

• Intake Management (Hard Skills)
• Eligibility Assessment (Hard Skills)
• Family Relations (Soft Skills)
• Support Planning (Hard Skills)
• Records Management (Hard Skills)
• Schedule Coordination (Hard Skills)
• Team Collaboration (Soft Skills)
• Data Analysis (Hard Skills)

Job Summary: 

• Provide overall leadership for the development of a cohesive set of best practices for Workday Customer Request Intake at the university
• Proactively partner with peer leaders to identify, develop, and implement solutions that meet the needs of Workday administrators, the ISC, and central business units
• Develop, implement, and continually improve a standardized, robust, and repeatable request intake framework
• Identify opportunities to adopt new methods that positively affect the Workday user experience
• Partner closely with ISC leadership to consider operations across the full scope of the ISC and how those relate to shared services support, seeking opportunities to economize the time, effort, and knowledge across all teams, promote process transparency and improvement opportunities, and identify platform-wide priorities, and ensure cross-functional knowledge transfer
• Establish, review, and maintain best practices for the delivery of a positive customer experience across Workday support teams
• Be responsible for driving the design and development of best practices that foster strong, effective collaboration and customer advocacy across support teams
• Partner with colleagues and peers to strategize and execute initiatives relating to customer success, reach established goals developed across teams that align with overall Finance and UW goals
• Cultivate a high-caliber service environment, drive and measure customer success outcomes and effectiveness in various functional areas, and identify areas for data integrity checks for cross-module business processes
• Lead cross-functional support project work, including guidance and oversight of projects, workflow, and general project timelines
• Provide meaningful feedback and actionable guidance to enable the related teams to grow in their careers 

Skills on Resume: 

• Leadership Development (Soft Skills)
• Process Improvement (Hard Skills)
• Framework Design (Hard Skills)
• User Experience (Soft Skills)
• Cross Collaboration (Soft Skills)
• Customer Advocacy (Soft Skills)
• Project Oversight (Hard Skills)
• Team Coaching (Soft Skills)

Job Summary: 

• Maintain productive relationships with designated stakeholders/administrators, collaborating at a high level to understand policies, procedures, and established standards across support teams
• Help teams determine cross-functional support efforts, necessary resources, training, and documentation to support their unit-based customers with Workday troubleshooting, error correction, and data integrity
• Identify action plans to address the change impacts of FIN implementation related to HCM support needs and customer
• Encourage and promote an inclusive environment, highlighting individual and team diversity across campus, and placing value on inclusiveness and equity as an essential component of exceptional customer service
• Ensure the support teams are equipped with the appropriate training and documentation to fully serve the campus and business needs
• Proactively identify operational tools and resources to improve customer experience and efficiencies across teams
• Provide strategic insight to university-wide transformation initiatives to develop a collaborative approach, ensuring customer success
• Determine success metrics for ISC support of HCM-related case resolution that involves FIN business process touchpoints, and identify a methodology to capture those metrics to measure year-over-year trends
• Partner with ISC PMO to assess work request viability compared to the development team workload and capacity to ensure the successful delivery of priority work items
• Works as part of a team to facilitate analysis of new work requests, as well as gathering and documenting requirements for new work requests before handing off to development and testing teams, etc
• Schedule and coordinate regular meetings with unit-based shared support environments
• Work with ISC teams to develop a practical and accessible resource library for shared customer support

Skills on Resume: 

• Stakeholder Relations (Soft Skills)
• Technical Support (Hard Skills)
• Change Management (Soft Skills)
• Diversity Promotion (Soft Skills)
• Staff Training (Hard Skills)
• Process Optimization (Hard Skills)
• Strategic Insight (Hard Skills)
• Requirements Analysis (Hard Skills)

Job Summary: 

• Oversee a remote team, who will be responsible for supporting the intake of over 3,000 new clients per year
• Be responsible for staffing of the intake associate team, by hiring, training, evaluating and developing team members
• Ability to customize effective scripts and processes, while addressing and identifying enterprise-wide brand-based differences
• Be responsible for the development of reporting, goals, metrics and outcomes, as well as driving performance to increase results
• Utilize CRM to manage interactions with clients, and track and capture leads
• Drive collaboration and partnership with insurance teams to determine eligibility and prior authorizations
• Maintain knowledge of industry trends and key competitors
• Oversee all staff/partner inventory and equipment needs.
• Work with the trainers to enrich the training curriculum and expand training options.

Skills on Resume: 

• Team Management (Soft Skills)
• Staff Development (Soft Skills)
• Process Customization (Hard Skills)
• Performance Tracking (Hard Skills)
• CRM Management (Hard Skills)
• Cross Collaboration (Soft Skills)
• Market Awareness (Hard Skills)
• Training Coordination (Hard Skills)

Job Summary: 

• Manage incoming calls and emails from potential real estate investors
• Qualify prospects based on the provided criteria to rank them accordingly
• Input qualified candidates into the CRM system and live transfer them to Loan Officers based on availability
• Oversee text and email blast responses and qualify candidates accordingly
• Help manage event scheduling and coordination
• Assist in administrative tasks for executive staff, such as scheduling, overseeing office supplies, etc.
• Immediately contact and/or respond to all potential clients via phone, email and website
• Obtain pertinent information from potential clients by asking them a series of questions professionally and respectfully
• Establish a relationship and rapport with potential clients, including demonstrating empathy and composure
• Add and update pertinent information into the firm’s client management system, and organize information into a reporting system of leads and sources of business
• Assist attorneys with administrative tasks as they relate to opening new cases and maintaining the database
• Serve as the first point of contact for all customers and team members who enter the career center. 
• Be responsible for overseeing all site operations and activities.
• Evaluate and enhance the center process flows while assisting with navigating the center partner relationships

Skills on Resume: 

• Call Management (Hard Skills)
• Prospect Qualification (Hard Skills)
• CRM Entry (Hard Skills)
• Event Coordination (Hard Skills)
• Administrative Support (Hard Skills)
• Client Communication (Soft Skills)
• Data Organization (Hard Skills)
• Process Improvement (Hard Skills)

Job Summary: 

• Contact with a potential client to obtain facts about the incident.
• Ensure all new client meetings are added to the proper calendar and rotation sheets, and CB personnel are properly notified.
• Prepare files with accurate information, including address, phone numbers, e-mail, date of incident, incident description, employment information, injury and medical information, insurance and claim information, counsel information and defendant’s information.
• Conduct periodic client satisfaction surveys.
• Assist the team with other tasks by the team coordinator.
• Perform various clerical tasks, research, spreadsheet management, and email writing to ensure operational efficiency
• Supervise client files through data entry and paperwork collection to ensure cases are managed efficiently
• Follow up with medical providers to obtain any necessary paperwork
• Communicate daily via phone and email with attorneys, paralegals, and medical facilities
• Maintain an organized approach when following up for documents/data entry
• Input leads in the company’s CRM, Salesforce (online software for managing clients).
• Set up appointments for Acquisitions Specialists, Real Estate Agents, and/or Property Managers to meet with sellers, landlords, and/or prospective tenants

Skills on Resume: 

• Client Intake (Hard Skills)
• Calendar Management (Hard Skills)
• File Preparation (Hard Skills)
• Client Relations (Soft Skills)
• Clerical Support (Hard Skills)
• Document Follow-Up (Hard Skills)
• CRM Management (Hard Skills)
• Appointment Scheduling (Hard Skills)

Job Summary: 

• Lead and inspire a team that is passionate about client service and delivering a seamless customer experience
• Achieve national and client-specific performance objectives
• Implement, execute and monitor efficient workflow and processes and effective communication practices with both internal and external customers
• Developing collaborative partnerships with DMSOs and the Business Development team
• Manage operational expenses to budget
• Receive and respond to potential client calls
• Communicate with potential clients via phone and email
• Schedule and calendar initial client meetings with attorneys
• Track close rates and prepare daily and weekly intake reports for management.

Skills on Resume: 

• Team Leadership (Soft Skills)
• Performance Management (Hard Skills)
• Workflow Optimization (Hard Skills)
• Partnership Development (Soft Skills)
• Budget Management (Hard Skills)
• Client Communication (Soft Skills)
• Calendar Scheduling (Hard Skills)
• Report Preparation (Hard Skills)