Senior Financial Analyst – Contract-to-Hire
January 7, 2026FP&A Analyst
January 7, 2026Contract-to-hire: Intake Specialist (10485)
Our client, located in Dallas, is looking for an Intake Specialist to join their team on a contract-to-hire basis.
This role will be onsite Monday through Friday.
Keys:
- Good communication and presentation skills
- Culture fit is important – professional and empathetic
- Experience working with insurance companies and knowledge of medical insurance plans
- Bilingual is preferred but not required
- Medical scheduling software experience preferred
Position Description:
- Conduct intake calls for new clients ensuring they are placed with a clinician and all information shared regarding the first visit
- Collect insurance information, new client forms and take co-payments as needed
- Collects pertinent information (credit card, insurance, etc.) from potential clients to assure optimal care is provided
- Receive and manage calls and client appointment schedule changes or additions in Electronic Health Record software
- Contribute to the Client Services team effort by accomplishing related administrative tasks as assigned
- Takes initiative and ownership for work; suggests improvements in order to enhance the resolution of issues
- Respectful of client, clinician and support staff confidentiality and complies with HIPAA regulations
Required Skills:
- Ability to multi-task in a fast paced, client driven environment
- Proven ability to handle sensitive information with confidentiality, professionalism and empathy
- Knowledge of Medical Insurance Plans
- Proficient in the screening and intake process
- Professional appearance, telephone etiquette and excellent communication skills Experience with SharePoint, MS Office and Excel a plus
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