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Overview
Who We Are
Because health is personal. That's why Personify Health created the first and only personalized health platform—bringing health plan administration, holistic wellbeing solutions, and comprehensive care navigation together in one place. We serve employers, health plans, and health systems with data-driven solutions that reduce costs while actually improving health outcomes. Together, our team is on a mission to empower people to lead healthier lives.
Learn even more about the work that drives us at personifyhealth.com.
Responsibilities
Ready to lead the team that gets every case started right?
Why This Role Matters
Every claim, referral, and case that enters our system starts at Intake — and how well that process runs determines everything downstream, from compliance standing to member trust. This role keeps that engine running: setting the pace, catching errors before they become problems, and making sure the team hits the mark on accuracy and turnaround every single day. The work directly protects our audit readiness with URAC and NCQA, which means it protects the organization's credibility with every client and health plan we serve. When this team performs, members get faster, more accurate service — and when you lead them well, that performance becomes the department's reputation.
What You'll Actually Do
Lead daily Intake operations: Own the scheduling, workload distribution, and workflow adherence for your team, keeping production steady and predictable.
Drive coaching and accountability: Deliver regular coaching, feedback, and performance audits, and apply corrective or disciplinary action when standards for productivity, quality, and timeliness aren't met.
Build the team: Participate in hiring, onboarding, and training new Intake staff, and manage corrective action processes when performance issues arise.
Monitor quality and compliance: Review staff work for completeness, accuracy, and compliance with company policy and regulatory requirements, flagging issues before they escalate.
Escalate strategically: Identify operational and performance issues that need leadership visibility, and bring them forward with context and recommendations.
Develop operational standards: Create and roll out policies, procedures, and SOPs, keeping staff current through ongoing communication and education.
Maintain audit readiness: Ensure staff documentation and timeliness consistently meet URAC and NCQA requirements, so external audits never catch the team off guard.
Protect compliance standards: Uphold HIPAA, confidentiality, and minimum necessary access requirements across every task and interaction.
Own quality assurance: Conduct audits and performance reviews that validate the team is meeting compliance and quality expectations.
Serve as the go-to expert: Act as the subject matter expert for non-clinical intake operations, documentation standards, and compliance expectations across the department.
Qualifications
What You Bring to Our Team
Associate degree required
1-2 years of supervisor or team lead experience
1 year of call center experience preferred
Background in TPA, health plan, medical management services, medical billing, hospital, or emergency services
Managed care, UR, CM, or DM exposure preferred
Technical Skills:
Proficiency in Microsoft Word, Excel, and Outlook
Working knowledge of medical claims processing and ICD-10, CPT, and HCPCS coding
Experience with Teams, SharePoint, VPN, UM Web or Health Notes, El Dorado, Quick Links, GIAS, ADP, Confluence, phone systems with headset, and Smartsheet
Proficiency in Airtable and Power BI, with experience building data-driven reports, dashboards, and workflows, a plus
Knowledge of NCQA and URAC standards
Familiarity with medical terminology and claims processes
Benefits
The Highlights:
Competitive base salary and benefits effective day one Comprehensive medical and dental through our own health solutions (yes, we use what we build) Unlimited PTO—rest and recharge time is non-negotiable Mental health support, retirement planning, and financial protection Professional development with clear career progression and learning budgets Mission-driven culture where diverse perspectives drive real impact on people's health Want the full picture? Visit personifyhealthbenefits.com to explore our complete benefits package, wellness programs, and other employee perks.
Compensation: This position offers a base salary range of $58,000 - $64,500, depending on location, skills, and experience. You're eligible for our full benefits package starting day one.
Our Commitment: Personify Health is an equal opportunity employer committed to diversity, equity, inclusion, and belonging. We cultivate a work environment where differences are celebrated, and employees of all backgrounds are empowered to thrive—because diversity is core to who we are and critical to our work in health and wellbeing.
Stay Safe: Personify Health will never ask for payment or sensitive personal information like social security numbers during hiring. All official communication comes from verified company email addresses and or our secure applicant tracking system. Suspicious requests? Report them to . View all legitimate openings at personifyhealth.com/careers.