Client Intake, Insurance Verification Agent – ABA Therapy

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iSTA Solutions

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

🏥 Healthcare

📦 Logistics

📣 Marketing

Healthcare • Logistics • Marketing

iSTA Solutions is your remote healthcare operations partner specializing in off-site staffing solutions. With over 20 years of experience, we focus on enhancing operational efficiency for businesses, particularly in the healthcare sector, by providing customized remote teams that take on tasks ranging from customer service to data entry. Our goal is to support organizations in scaling their operations seamlessly while achieving significant cost savings and improved productivity.

📋 Description

• Answer inbound calls and respond to new inquiries from parents/guardians interested in ABA therapy services, following the company's phone call guide • Conduct intake calls, explain services, answer questions, and collect client, guardian, medical, and insurance information • Send intake forms/packets to families and follow up to ensure completion and return • Conduct insurance and benefits verification (VOB) with insurance companies, including Medicaid MCO plans • Follow up with doctors' offices and providers regarding outstanding referrals, diagnosis reports, and medical documentation via calls, faxes, and email • Review client documentation, including diagnosis reports, referrals, and insurance cards, for completeness and accuracy • Create and maintain organised client folders and documentation in SharePoint, following naming and filing conventions • Log communications, call outcomes, and next steps accurately in the tracking spreadsheet/CRM • Assist with general office administration and operational tasks as needed • Participate in training and process updates as the company scales and the role becomes more specialised

🎯 Requirements

• Previous experience in a healthcare, medical office, or insurance-related environment is required • Experience with patient/client intake and insurance/benefits verification is strongly preferred • ABA therapy or behavioural health experience is a big plus • Excellent verbal and written communication skills with a friendly, professional, and empathetic phone manner • Strong customer service orientation and ability to build trust with families quickly • Critical thinking and problem-solving ability; comfortable working off script in real conversations • Proactive, detail-oriented, and able to work accurately in a fast-paced environment • Comfortable using MS Office and Outlook; no advanced Excel skills required • Responsible, self-managed, and comfortable working remotely with minimal supervision • Monday to Friday availability from 4 PM to 1 AM SAST, subject to daylight saving time changes • Dedicated fixed fibre internet connection at the remote work location, with minimum 25 Mbps upload and 25 Mbps download; Rain, LTE, 5G, or similar connections are not acceptable • Reliable backup power solution capable of supporting equipment for the full scheduled work period during outages

🏖️ Benefits

• Required to work on all South African public holidays and compensated in accordance with the Basic Conditions of Employment Act (BCEA) • Fully remote work within South Africa • Opportunities to grow into a specialised department as the company scales