Intake QA Coordinator

📋 Description

• Audit intake cases to verify accuracy, completeness, and compliance with established criteria.
• Review intake calls through Balto and external call center recordings to assess service quality and
• Process and accurately document cases returned by clients.
• Proactively recontact unresponsive claimants within the required service-level agreements (SLAs).
• Track and update case viability statuses in Salesforce and across third-party partner platforms.
• Ensure intake workflows comply with quality assurance standards and escalate inconsistencies when

🎯 Requirements

• Experience with quality assurance processes, including case reviews and call auditing.
• Familiarity with Salesforce or Litify and Five9.
• Experience with Balto, ClickUp, or Retool is a plus.
• Strong attention to detail and the ability to identify errors, inconsistencies, and missing
• Excellent verbal and written communication skills for engaging claimants and collaborating with
• Strong organizational and time-management skills, with the ability to prioritize multiple

🎁 Benefits

• Uncapped quarterly profit-sharing bonuses based on company performance.
• Fully remote work environment.
• Unlimited paid time off, with planned coverage for role responsibilities.
• Company-covered Wellhub wellness benefit, providing access to more than 20,000 gyms, studios, and
• Work-from-home equipment budget, subject to company discretion.
• Opportunities to contribute to process improvements and grow within a collaborative, fast-paced