Intake & Processing Specialist

Intake & Processing Specialist

LHH Recruitment Solutions is seeking an Intake & Processing Specialist for a remote contract opportunity. This role is responsible for supporting the intake, onboarding, and implementation of new and renewing business accounts by reviewing submissions, validating documentation, coordinating with brokers and third-party partners, and ensuring an exceptional customer experience. The ideal candidate will have strong administrative, customer service, and data management skills with the ability to work in a fast-paced environment while maintaining accuracy and meeting service level expectations.

Location: Remote (Work from Home)

Position Type: Contract

Schedule: Full-Time | 40 Hours per Week

Contract Duration: August 10, 2026 January 31, 2027 (Extension and Conversion possible)

Pay Rate: $18.66 - $25.00/hour

Benefit offerings include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits, and 401K plan. Our program provides employees the flexibility to choose the type of coverage that meets their individual needs. Available paid leave may include Paid Sick Leave, where required by law; any other paid leave required by Federal, State, or local law; and Holiday pay upon meeting eligibility criteria.

Day-to-Day Responsibilities

• Manage the onboarding process for new and renewing business accounts from initial intake through implementation.
• Review submitted documentation for completeness and accuracy.
• Reformat census and enrollment data for system submission and processing.
• Coordinate with brokers, third-party administrators (TPAs), and internal teams to gather required information.
• Respond to partner and customer inquiries via phone, email, and other communication channels.
• Track onboarding activities, monitor workflow progress, and follow up on outstanding items.
• Maintain detailed records of customer interactions and business activity.
• Update and validate information within CRM systems to ensure data integrity.
• Support service level and turnaround time goals through efficient processing and issue resolution.
• Assist sales team members with partner support and relationship management activities.

Responsibilities

• Lead onboarding activities and intake processes for new and renewing business opportunities.
• Collect, validate, and organize census, enrollment, and submission data.
• Provide accurate and timely communication with external partners and internal stakeholders.
• Deliver a high level of customer service and support throughout the implementation process.
• Escalate issues as needed and help facilitate timely resolutions.
• Maintain accurate records, documentation, and reporting related to client interactions.
• Perform data entry, auditing, and validation activities within CRM and tracking systems.
• Support reporting, analysis, and special projects as assigned.
• Collaborate across departments to ensure successful implementation and client satisfaction.

Qualifications

• 1-2 years of administrative, customer service, onboarding, account coordination, or related experience.
• Strong attention to detail and ability to manage multiple tasks simultaneously.
• Excellent written and verbal communication skills.
• Experience working with data files, spreadsheets, and record management.
• Comfortable interacting with clients, partners, and cross-functional teams.
• Proficiency with Microsoft Office Suite, particularly Excel and Outlook.
• Experience with CRM systems such as HubSpot or similar platforms is preferred.
• Strong organizational, problem-solving, and follow-up skills.
• Ability to work independently in a remote environment while meeting deadlines and service expectations.
• High school diploma or equivalent required; additional education is a plus.

Equal Opportunity Employer/Veterans/Disabled Military connected talent encouraged to apply