Intake Manager Job Description

Intake Manager Job Description

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Intake manager provides leadership and directs the strategies and activities of the regional Workforce Solutions (sales) team to optimize their efforts and drive growth.

Intake Manager Duties & Responsibilities

To write an effective intake manager job description, begin by listing detailed duties, responsibilities and expectations. We have included intake manager job description templates that you can modify and use.

Sample responsibilities for this position include:

Non-Complex Case Management (30-40%) - All disability cases determined to be non-complex, will be managed to resolution by the case coordinator, who must continually evaluate whether the active cases remain non-complex or whether to transition the case to a Case Manager
Key staff member that owns defined functions/sub functions for the SDDC Core Infrastructure activities according to defined shift schedules – current split model based on two, twelve hour shifts (1x12 NA, 1x12 ASPAC for Global Operational Coverage)
Checks patient's insurance status identifying if appropriate type for enrollment and is of current status with 95% of patients enrolled having appropriate insurance for care team program
Obtains and documents consent or denial of case management services in 95% of patient records
Works closely with the BPCC Portfolio Manager and actively contributes to project intake activities with business stakeholders and T&O partners
Facilitates project intake process / IC cost estimates
Contributes toward business results as a partner and strategic influencer
Contributes to Governance & oversight of project portfolio
Continuously improves effectiveness and efficiency of the intake process by incorporating lessons learned, and best practices
Establishes procedures to improve accuracy, completeness, and timeliness of IC estimates accuracy

Intake Manager Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Intake Manager

List any licenses or certifications required by the position: ITIL, PMI, CPR, BLS, CQIA, PMP, CCM, CPI, PALS, ACLS

Education for Intake Manager

Typically a job would require a certain level of education.

Employers hiring for the intake manager job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Education, Nursing, Business, Social Work, Health, Management, Psychology, Medical, Healthcare, Counseling

Skills for Intake Manager

Desired skills for intake manager include:

Acute/homecare and Medicare experience
Case management
Governmental home health agency regulations
Current
Upcoming projects and sales growth development activities as they relate to scheduling
Workforce management solutions
Healthcare to inform marketing and sales efforts
Bids & tenders to propose areas for Lenovo wins
Customers
DMS-1

Desired experience for intake manager includes:

Good judgment— ability to determine which issues to escalate vs
Preferred candidates will have completed the required courses,IFIC or CSC(Canadian Investment Funds Course/ Securities Course) and BME prior to the start date
Effective communication skills (both written
Improve the overall client experience by role modeling how to deepen client relationships, meet clients financial and transaction needs and provide a high standard of customer service
Be visible and available to help clients, particularly during high traffic periods
Respond to clients, quickly and efficiently, no matter how they choose to interact with the Bank

Intake Manager Examples

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Intake Manager Job Description

Job Description Example
Our company is looking to fill the role of intake manager. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for intake manager
  • Seeks clarity in business requirements and/or escalates as appropriate to improve quality and timeliness of estimates
  • Collaborates with architect(s) as needed to recommend, design and implement best technical solutions based on understanding of business issues in order to provide accurate estimates
  • Develops integrated estimates in collaboration with Architecture, Development, PMO resources, QA, Configuration Management and IT partners ensuring documentation of estimating assumptions
  • Establishes onboarding schedule based on strategic alignment, priority and availability of key resources
  • Promotes innovation, service provider mindset and implements best practices to continuously improve estimate accuracy and SLA’s
  • Participates in the identification, onboarding and continuous improvement of tools/applications for intake, estimation, resource planning and associated tracking and monitoring
  • Operational aspects of automated workload provisioning and the capacity considerations in a virtualized environment
  • Responsible for the proactive enabling and management of capabilities that include dynamic move of workloads based on plan, forecast, real-time performance and utilization
  • Partner with the Global Command Center and Service Operations Leadership where appropriate to ensure the effective use of technical resources by leveraging such techniques as reclaiming underutilized capacity and/or unused workloads
  • Play a key role in interfacing back to the SDDC Core Infrastructure Development Team to ensure the provisioning processes are optimized and leveraging continuous improvement techniques enhance workload capabilities
Qualifications for intake manager
  • Familiar with project management and has broad knowledge of functional business areas
  • Solid knowledge of project management best practices, methodologies, vocabulary and terminology
  • Organizational, analytical, conflict management and negotiation skills
  • Demonstrated ability to research and consolidate information
  • Bachelor’s in Computer Science, Business Administration or similar field
  • Minimum 3 years of pharmaceutical business experience required
2

Intake Manager Job Description

Job Description Example
Our company is growing rapidly and is looking for an intake manager. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for intake manager
  • Be a key advisor to application owners and other Enterprise IT stakeholders
  • Ownership of workload provisioning end-to-end – inclusive of technical activities
  • Ensuring SDDC PODs and legacy compute/storage are operating based on target SLAs
  • Meeting all defined operational metrics/targets/SLA/SLO/etc for area
  • Proactive monitoring, reporting and management of the utilization of SDDC Core Infrastructure
  • Develop and operationalize core capacity metrics to enable right sizing and future POD expansions
  • Work closely with key SDDC Core Infrastructure leads to monitor and support consumption of services and align with demand management to understand upcoming major initiatives
  • Manage and coordinate resource reclamation and optimization of virtual machine consumption with stakeholders
  • Work closely with SDDC Core Infrastructure Development teams to establish automated policy driven capacity management processes and procedures
  • Partner with all SDDC Core Infrastructure Teams to ensure effective communication and resolution of issues, action plans for provided feedback and delivery of agreed upon enhancements to address issues/feedback
Qualifications for intake manager
  • Works well in team environment and on their own
  • Encourage employees to quickly resolve client complaints and to escalate to you when necessary
  • Knowledge of medical terminology, pharmaceutical industry standards and compliance regulations required
  • Experience in a contact center preferred
  • Supervisor/people management experience preferred
  • Strong communication skills (written and oral) required.Medical Affairs
3

Intake Manager Job Description

Job Description Example
Our company is looking for an intake manager. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for intake manager
  • This is a Global Operations role
  • 90% of patients referred will have a screening note and determination completed within the established policy and procedure timeframe
  • Organization's policies and procedures and/or legal compliance requirements
  • Provide knowledge and support to project teams to shape business development and resolve business issues
  • Monitoring mailboxes for newly filed arbitrations, litigation and/or subpoenas
  • Checking for previous complaints and related matters in matter management system
  • Running searches in Firm systems using various criteria
  • Running reports in the Firm’s matter management systems
  • Reviewing information to determine proper problem and product categories
  • Drafting regulatory filings
Qualifications for intake manager
  • 5 years clinical experience as a RN in acute, ambulatory care, home health or SNF
  • 5 years clinical experience as an LVN in acute, ambulatory care, home health or SNF
  • Bachelors of Science in Nursing or other clinical advanced degree preferred
  • Clinical training in an acute care or clinic environment
  • Chronic disease management training with focus on conditions of HF, Diabetes, COPD prefererd
  • Demonstrated ability to independently, evaluate and interpret clinical information and care planning
4

Intake Manager Job Description

Job Description Example
Our company is looking to fill the role of intake manager. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for intake manager
  • Opening new arbitration, regulatory, advisory and subpoena matters in the matter management system
  • Sending out Legal Holds
  • Assist in the distribution of incoming matters
  • Preparing acknowledgement letters
  • Manage various intake project requests and provide leadership for, and coordination of, project formation
  • Manage relationships with key stakeholders across multiple locations
  • Monitor results/satisfaction to ensure that the project meets the expectations and deadlines
  • Provide support for special projects, which may include collecting data, preparing correspondence and developing solutions
  • Administer new business intake procedures and conflicts of interest, including supervising and advising new business analyst(s) and intake staff
  • Work closely with Director of Business Intake & Records and Conflicts Attorney to develop, implement and carry out appropriate policies and procedures for effective risk management
Qualifications for intake manager
  • Tertiary qualification in Project or Construction Management
  • Tertiary qualification in Project Management or Construction Management
  • Undergraduate Degree and or Technical Certificate
  • Prior experience in technical sales, system presales or as technical consultant a plus
  • Experience and natural affinity for collaborating effectively with others to establish and execute on common goals
  • Technical experience in development and intake that involves open systems and APIs with Node / Java technologies would be an asset
5

Intake Manager Job Description

Job Description Example
Our growing company is looking for an intake manager. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for intake manager
  • Research skills necessary to flag potential issues upon intake
  • Provide various exemplars, such as appropriate waiver and engagement letters, and, upon request, assist in drafting and reviewing the same
  • Provide conflicts and related risk management resources and training upon request
  • Oversee integration of clients, matters, and files from mergers and lateral hires
  • Assist with the hire and supervision of Business Intake and Records staff, annual performance evaluations and salary recommendations
  • Develop departmental and staff training material as needed
  • Participate in knowledge-building professional activities including industry-specific list services, membership in and contribution to professional organizations, and professional reading
  • Maintain close working relationships with firm technology and accounting departments, Atlanta and Nashville offices
  • Develop and implement progressive firm and departmental policies and procedures
  • Oversee continued development and implementation of the firm’s records retention/destruction program
Qualifications for intake manager
  • Demonstrated organizational, project management and process improvement experience and training
  • Significant diagnostic and logical analysis skills
  • Basic understanding of networking, operating systems, storage, virtualization and other basic foundational IT skills
  • Significant understanding of clinical and administrative applications and systems, and the interrelationship between them and their underlying support technologies
  • Excellent verbal and written communication skills including interpretive communication skills to clearly understand and share information in a manner that is clear and concise to all parties involved
  • Ability to forge consensus among differing groups and priorities

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