A Medical Secretary provides secretarial work that requires specialized knowledge of medical terminology and procedures, insurance and billing processes and medical records management. Works with physicians and other clinicians. May gather intake information from patients scheduled for appointments at an office.
Competitive hourly pay based on experience, plus performance incentives and membership sales opportunities. About Prime IV At Prime IV Hydration & Wellness, we believe every client deserves exceptional care from the moment they walk through our doors. We deliver a luxury wellness experience through IV therapy, vitamin injections, NAD+ therapy, and personalized wellness consultations. We are seeking an energetic, organized, and customer-focused Intake Specialist who is passionate about providing outstanding service while supporting the growth of our spa. Position Summary The Intake Specialist is the first impression of Prime IV and plays a critical role in creating an exceptional client experience. This position combines front desk operations, client engagement, membership sales, marketing support, inventory management, and administrative responsibilities. The ideal candidate is highly organized, technology savvy, enjoys interacting with people, and is motivated by achieving goals in a fast-paced wellness environment. Primary ResponsibilitiesClient Experience Welcome every client with a warm, professional, and engaging attitude. Create an exceptional first impression that reflects the Prime IV luxury experience. Check clients in efficiently and prepare them for their wellness consultation. Answer incoming phone calls with professionalism and enthusiasm. Schedule appointments using Prime IV scheduling software. Follow up with prospective and existing clients. Assist with client check-out and payment processing. Membership & Sales Educate clients on Prime IV memberships and wellness packages. Present membership options confidently and professionally. Meet and exceed membership conversion goals. Promote retail products and wellness services. Assist with promotional campaigns and special offers. Marketing & Business Development Support local marketing initiatives and community outreach. Assist with social media content and promotional events. Build relationships with local businesses and referral partners. Help coordinate wellness events and community marketing activities. Collect and encourage client reviews and testimonials. Administrative & Office Operations Maintain accurate client records. Process payments and daily reconciliation. Assist with billing, collections, and outstanding account follow-up. Prepare reports using Microsoft Excel. Analyze client activity and membership trends. Track key performance indicators and business metrics. Inventory Management Perform daily and weekly inventory counts. Monitor medical supplies and retail inventory. Receive inventory shipments. Maintain organized storage areas. Report inventory discrepancies and reorder needs. QualificationsRequired Minimum 2 years of customer service or front desk experience. Excellent verbal and written communication skills. Strong telephone etiquette. Strong computer proficiency. Experience with Microsoft Office, particularly Excel. Ability to learn scheduling and point-of-sale software quickly. Excellent organizational and multitasking skills. Professional appearance and positive attitude. Ability to thrive in a fast-paced environment. Preferred Medical office or healthcare experience. Experience in medical spas, wellness clinics, hospitality, or luxury retail. Marketing or business development experience. Membership sales experience. Billing and collections experience. CRM or scheduling software experience. Skills & Competencies Outstanding customer service Professional communication Sales confidence Relationship building Organization Attention to detail Problem solving Time management Computer proficiency Microsoft Excel Inventory management Team collaboration Adaptability Performance Expectations Successful Intake Specialists consistently: Deliver an exceptional client experience. Achieve membership sales goals. Maintain accurate client records. Keep inventory accurate and organized. Answer phones professionally. Support marketing initiatives. Maintain a clean and welcoming spa environment. Contribute positively to team culture. Represent the Prime IV brand with professionalism. Physical Requirements Ability to stand for extended periods. Ability to lift up to 30 pounds. Ability to move throughout the spa during shifts. Comfortable working with computers and office equipment. Why Join Prime IV? At Prime IV, we invest in our team members by providing opportunities for professional growth, wellness education, and performance-based incentives. You'll work alongside healthcare professionals in a positive, team-oriented environment focused on helping clients feel their best every day. If you are passionate about wellness, love helping people, and enjoy working in a professional, high-energy environment, we'd love to meet you. Prime IV Hydration & Wellness is an Equal Opportunity Employer.
Pay:
$21.00•$25.00 per hour
Benefits:
Employee discount Referral program Application Question(s): As a retail business our weekends are busy with high gratuities. We require holiday availability , working minimum 203 weekend days per month•vacation time must be approved in advance•schedule attendance is critical. Are you willing to do this?
Experience:
IV insertion: 1 year (Required) Shift availability: Day Shift (Required) Ability to
