Overview
Intake Team Agent (Remote) Jobs in United States at Direct Meds LLC
Title: Intake Team Agent (Remote)
Company: Direct Meds LLC
Location: United States
Intake Team Agent (Remote)
DirectMeds is seeking motivated and detail-oriented Intake Team Agents to support our growing telesales and patient engagement operations.
In this role, you will be responsible for contacting current patients and assisting them in completing their intake forms through our online patient portal. This position requires strong communication skills, the ability to multitask, and comfort working across multiple systems simultaneously.
About DirectMeds
At Direct Meds, we prioritize care, trust, and solutions that focus on the individual. Headquartered in Salt Lake City, Utah, we are a fast-growing national team passionate about transforming the way people access the care they need. If you're driven by purpose and excited by growth, Direct Meds is the place to be.
Intake Team Agents Responsibilities
- Proactively call and message current patients to assist with intake form completion
- Guide patients step-by-step through the patient portal
- Upload and manage required documents within the system
- Accurately log all interactions in CRM and internal systems
- Navigate dialer systems (e.g., Five9) to manage outbound communication
- Maintain daily and weekly intake completion quotas
- Ensure all required documentation and notes are completed for each intake
- Collaborate with team leads and internal teams as needed
Skills Required
- Ability to work 40 hours per week (full-time)
- Strong multitasking skills and attention to detail
- Comfortable navigating multiple systems (CRM, dialer, patient portals)
- Basic technical proficiency (uploading documents, managing systems)
- Strong verbal and written communication skills in English
- Ability to meet performance and productivity targets
Technical Requirements
- Reliable computer (desktop or laptop)
- Stable high-speed internet connection
- USB or Bluetooth headset with microphone suitable for call handling
Preferred Qualifications
- Prior experience in telesales, customer support, or call center environments
- Experience using CRM systems and dialers (Five9, Zoho, etc.)
- Bilingual is a plus (Spanish preferred)
What Success Looks Like
- Consistently meeting or exceeding intake completion quotas
- Efficiently handling a high volume of patient interactions
- Maintaining accurate and complete documentation
- Providing a smooth and helpful experience for patients
What we offer
- Competitive compensation: $20/hour base pay + Performance-based commission (Commission eligible after completion of training period)
- Benefits Package (Health, Dental, Vision)
- Fully Remote Position
- Paid time off and company holidays
- Opportunities for career growth within a rapidly scaling company
- Exposure to cutting-edge therapies in wellness and longevity
