Open To Work
Shannon M Salden
Client Intake Coordinator
Centuria,WI
Work Preference
Job Search Status
Open to workDesired start date: Immediately
Desired Job Title
Client Intake Coordinator, remote positionAdministrative Office ManagerAdministrative AssistantMedicare Sales AgentWork Type
Full TimeLocation Preference
RemoteOn-SiteLocation: Centuria, WI, USMinneapolis, MNSaint Croix Falls, WISaint Paul, MN
Open to relocation: No
Salary Range
$60000/yr - $65000/yrImportant To Me
Career advancementCompany CultureHealthcare benefitsWork from home optionPaid time offPaid sick leave401k matchPersonal development programsWork-life balanceStock Options / Equity / Profit SharingSummary
Dynamic Client Intake Coordinator with a proven track record at Caravel Autism Health, excelling in client coordination and insurance verification. Adept at optimizing processes to enhance client satisfaction and compliance. Strong communicator and detail-oriented professional, committed to delivering exceptional service and fostering collaborative relationships within healthcare environments.
Overview
13
13
years of professional experience
2
2
Certifications
Work History
Client Intake Coordinator, remote position
Caravel Autism Health
Green Bay
12.2020 - 02.2026
- Managed client intake process for autism health services.
- Coordinated appointment scheduling for new and existing clients, enhancing access to services.
- Assisted families with paperwork and eligibility requirements.
- Built relationships with clients to improve onboarding experience and client satisfaction.
- Utilized electronic health record systems for data entry and management.
- Communicated with healthcare providers to gather necessary information.
- Trained staff on intake procedures and best practices.
- Ensured compliance with state regulations and company policies.
- Determined which party would be liable for payment on medical services by thoroughly reviewing patient insurance coverage.
- Contributed to optimization of patient management and workflows by implementing streamlined processes and procedures.
- Coordinated interdepartmental communication to support client needs.
- Collaborated with external agencies to coordinate resources for clients in need.
- Verified insurance coverage eligibility to ensure proper billing procedures were followed.
- Maintained accurate records of client interactions and case notes within the database system.
- Researched community resources available to assist clients in meeting their needs.
- Provided emotional support to clients during times of distress or crisis situations.
- Conducted intakes with new clients using standardized forms and protocols.
- Collected client data, including contact information, medical history, insurance details, and other relevant documents.
- Ensured adherence to all state regulations related to intake processes.
- Scheduled appointments with clients and coordinated follow up communications.
- Monitored client progress and updated case files accordingly.
- Facilitated communication between clients, families, and healthcare providers to streamline service delivery.
- Coordinated the intake process, ensuring all required documentation was collected and processed.
- Assessed client needs through initial interviews and consultations to determine appropriate services.
- Addressed and resolved client concerns or complaints related to the intake process.
- Participated in ongoing training and professional development related to intake procedures and client care.
- Managed confidential client data in compliance with HIPAA and other relevant regulations.
- Developed and maintained intake procedures to enhance efficiency and client satisfaction.
- Implemented feedback mechanisms for continuous improvement of the intake process.
Administrative Office Manager
Behavior Therapy Solutions Of Minnesota
Woodbury
05.2019 - 02.2020
- Managed daily office operations for a leading behavior therapy organization.
- Coordinated schedules and appointments for therapists and clients to optimize time management.
- Implemented administrative procedures to enhance office workflow and efficiency.
- Oversaw patient intake processes and maintained accurate records securely.
- Managed front desk operations including greeting visitors, answering questions or directing them to appropriate personnel.
- Tracked invoices and payments to maintain accuracy in accounts receivable and payable.
- Maintained impeccable office organization to support efficiency, professionalism and performance objectives.
- Managed office budget to oversee inventory, postage, and vendor services effectively.
- Trained new staff on office protocols and therapeutic documentation standards.
- Provided training to new hires on office policies and procedures.
- Resolved customer inquiries in a timely manner while maintaining positive relationships with clients.
- Provided administrative support to management team including preparing reports and presentations.
Administrative Assistant
Child & Family Support Services
Tucson
03.2016 - 03.2019
- Greeted and directed visitors, vendors, and the public with professionalism and respect.
- Coordinated scheduling for staff meetings and client appointments to optimize workflow.
- Managed communication between families and service providers for effective information exchange.
- Created and edited documents, including correspondence, forms, reports, and calendars.
- Scheduled conference calls and managed reservations to ensure seamless communication.
- Proactively gathered materials for meetings to enhance preparation.
- Acted as liaison between clients and vendors, ensuring effective communication.
- Maintained confidentiality while managing files, reports, and records.
Medicare Sales Agent
Innovative Benefits Concepts
Tucson
09.2013 - 03.2026
- Explained the features of policies to customers and helped them determine the best policy for them.
- Handled policy renewals.
- Maintained, databases, and records.
- Followed up with customers on unresolved issues.
- Exceptional customer service skills and appropriate diagnostic sales techniques.
- Calculated premiums and established payment methods for sales.
- Working leads obtained through direct referrals, lead databases and cold calling.
- Calculated quotes and educated potential clients on insurance options.
- Met with prospective customers and business owners in their homes, businesses and other settings.
- Conducted annual reviews of existing policies to update information.
- Educated clients on Medicare plans and coverage options.
- Assisted clients in completing enrollment applications accurately.
- Conducted presentations to explain benefits and services offered.
Education
Continuing Education - Health Care Workforce Management
01-2026
- Completed Corporate Compliance Course (annually)
- Completed HIPAA Course (annually)
- Completed IT Security Training Course (annually)
- Completed Harassment in the workplace Course (annually)
High School Diploma - Business Focus
Certificate Of Completed Training - Business, Travel And Tourism.
Skills
- Client coordination
- Patient scheduling
- Appointment scheduling
- Insurance verification
- Compliance adherence
- HIPAA compliance
- Clinical documentation
- Record keeping
- Document management
- Data management
- Database administration
- Database searches
- Spreadsheet management
- Process optimization
- Expense reporting
- Travel coordination
- Contract preparation
- Calendar management
- Time management
- Task delegation
- Office administration
- Office equipment use
- Inventory management
- Attention to detail
- Communication skills
- Communication skills
- Outstanding communication skills
- Team collaboration
- Collaborative skills
- Cross-cultural sensitivity
- Multitasking
- Prepare documents
- Collaborative skills
- Database searches
- Organizational skills
- Document management
- Task delegation
- Legal documents
Certification
Certification in Notary Public State of Arizona 11/2017-11/2021
Languages
Spanish
Limited
Timeline
Client Intake Coordinator, remote position - Caravel Autism Health
12.2020 - 02.2026
Administrative Office Manager - Behavior Therapy Solutions Of Minnesota
05.2019 - 02.2020
Administrative Assistant - Child & Family Support Services
03.2016 - 03.2019
Medicare Sales Agent - Innovative Benefits Concepts
09.2013 - 03.2026
Relias - Continuing Education, Health Care Workforce Management
Kennedy High School - High School Diploma, Business Focus
Southeastern Academy Of Travel And Tourism - Certificate Of Completed Training, Business, Travel And Tourism.