Intake Coordinator

Disability Management Institute (DMI) delivers innovative disability and absence management solutions. The Intake Coordinator provides administrative support across various departments, ensuring accuracy in data entry and documentation management.

Responsibilities

• Responsible for monitoring emails and faxes within the assigned administrative mailbox on a consistent basis
• Determine the appropriate file location/or setup of new client file/services when required along with assignment
• Review information received and identify inaccuracies or missing information to relay to the individual assigned to the file
• Review policy information to confirm insurance coverage for each new client file created
• Ensures that guidelines are followed, so that all relevant file information from documents received are accurately charted and entered into the appropriate fields in the proprietary disability management system
• Utilize internal naming conventions to appropriately name and file documentation as well as attaching the documentation to the appropriate file
• Responds to all emails and voicemails received
• Assists with providing coverage for incoming calls and other team members as needed
• Any further administrative duties as deemed required by the leadership team
• Communicates in a professional manner with all outside contacts, ensuring that only allowable information is released to recognized recipients by adhering to the requirements of the company’s Privacy Policy and the Confidentiality Policy

Skills

• 1-2 years administrative experience in health, insurance, disability related field or new graduate
• Competence in Microsoft Outlook, Word, and Excel
• Administrative Post-Secondary Diploma or Degree an asset

Company Overview