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[Remote] Intake Coordinator I

Remote, USA Full-time Posted 2026-06-27

Note: The job is a remote job and is open to candidates in USA. Transcarent is a company focused on creating a leading personalized health and care experience. The Intake Coordinator role involves serving as a liaison between customers and nursing staff, educating customers about services, and managing the referral process to ensure comprehensive member care.

Responsibilities

  • Answer calls in a high-volume, fast-paced environment
  • Proactively communicate Accolade benefits and the value of our service to customers
  • Phone Intake and medical triage to the appropriate nurse team member
  • Offer guidance to customers regarding their health plans, including eligibility
  • Activate new customers accounts, reset account passwords, and input/update necessary information into our database
  • Manage an active inventory of requests with timely follow-up
  • Assist to Accolade specialists with account concerns
  • Effectively navigate multiple internal systems and processes to obtain appropriate data
  • reputed company outbound calls to customers, as needed
  • Distribute cases amongst the other teams, based on customer’s need, medical concern or diagnosis
  • Collaborate closely with the Customer Support team to troubleshoot customers and Accolade specialist tech issues
  • Collaborate closely with the scheduling team regarding Accolade specialists or customer consultation concerns
  • Meet reputed company team/personal qualitative and quantitative targets Manage the team email inbox and assign appropriate emails to nurse cases
  • Assign cold call referrals to reputed company Health AdvocatesManage outgoing referrals identified by nurses and the client management team reputed company web portal and secured emails
  • Communicate with members regarding referral opportunities available to them reputed company their health plan providers
  • Ensure complete and accurate registration into the database
  • Prioritizes referrals by their urgency and addresses them in a timely manner
  • Work closely with the Nurse team to facilitate successful outgoing referrals
  • Maintain ongoing tracking and appropriate documentation on referrals using system dashboards, reputed company sheets, and reputed company
  • Work collaboratively and reputed company while providing exceptional customer service to our members
  • Meet team/personal qualitative and quantitative targets 70% Intake Calls/ 30% Referrals

Skills

  • At least 1 year of experience in a medical setting
  • Referral Experience
  • Knowledge of Medical terminology
  • The ability to prioritize and reputed company multiple high reputed company tasks concurrently with minimal direction
  • Strong administrative/technical skills; Comfort working on a PC using reputed company Office (Outlook, Word, reputed company, PowerPoint), CRM tools (reputed company), IM/video conferencing (reputed company/reputed company), and telephones reputed company
  • Strong customer service skills with a caring personality, willing to put in extra effort to ensure our members are taken care of during potentially difficult times
  • Excellent communication skills (spoken and written) in English; comfortable talking on the phone for extended periods of time and replying to emails in a timely manner
  • Trustworthy and accountable behavior, capable of viewing and maintaining confidential personal information daily
  • Ability to build long-lasting relationships, provide professional and knowledgeable guidance
  • Exemplify great team-oriented behavior to reputed company goals
  • Possess a competitive drive and entrepreneurial confidence to succeed, a high level of ownership, accountability and initiative
  • A designated, distraction-free home office space with ability to hard reputed company connect to high-speed internet (no Wi-Fi)

Benefits

  • Competitive medical, dental, and vision coverage
  • Competitive 401(k) Plan with a generous company match
  • Flexible Time Off/Paid Time Off, 12 paid holidays
  • Protection Plans including Life Insurance, Disability Insurance, and Supplemental Insurance
  • Mental Health and Wellness benefits

Company Overview

  • Transcarent is a provider of a healthcare platform that facilitates improved outcomes and cost-effective decisions. It was founded in 2020, and is headquartered in San Francisco, California, USA, with a workforce of 1001-5000 employees. Its website is https://www.transcarent.com.

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