Intake Coordinator

2 weeks ago

Barrie, Canada Disability Management Insitute Inc. Full time

The Disability Claims Administrator works collaboratively within the team to provide administrative support to both Ontario and British Columbia teams. This role maintains and electronically files all documentation received and updates all required data fields in proprietary case management systems. They are responsible for triaging cases and assigning them to the appropriate team member. **Outcomes** - First 30 Days_ - Enters information into proprietary Disability Management systems with >95% accuracy - Appropriately triages new files and assigns documentation to the appropriate department and team member. - First 60 Days_ - Successfully follows all internal procedures for documentation management. - Understands where scenarios fall outside the norm and consults with a team lead, manager, or other senior staff person to determine any relevant modifications to standard process. - First 90 Days_ - Provides input where inefficiencies are identified to rectify adverse outcomes from occurring or to simply increase efficiency. **Responsibilities** - Sets-up new claim files in appropriate claims management system and assigns to member of the team. - Reviews information received and identifies inaccuracies or incompleteness; relays this information to the appropriate team member for follow-up - Reviews benefits coverage to confirm eligibility under policy; investigates any inaccuracies or incomplete information prior to claim enrollment. - Utilizes internal naming conventions to appropriately name and file documentation as well as attaching the documentation to the appropriate file. - Updates fields in the claims management systems to reflect the documentation received. - Creates and maintains regular reporting for management and team, proofreads reports to verify for accuracy; Attends internal meetings as required. **Education & Experience** - 2 years previous administrative experience - Competence in Microsoft Excel, Outlook, Word, and general computer literacy - Administrative Post-Secondary training is an asset - Knowledge of office administration practices, procedures, protocols, and terminology **Knowledge, Skills & Attributes** - Ability to analyze and solve routine problems - Attention to Detail - Multi-tasking - Time Management - Sensitivity and Confidentiality

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