About Us
We are a fast-growing Pooled Trust company dedicated to providing exceptional service and support to the individuals and families we serve. We are seeking a compassionate, organized, and customer-focused Intake Specialist to join our growing team.
Responsibilities
- Serve as the first point of contact for prospective clients and referral sources.
- Answer incoming calls and respond to inquiries professionally and promptly.
- Conduct intake interviews and collect all required documentation.
- Explain services, eligibility requirements, and the enrollment process clearly and accurately.
- Maintain accurate client records and data entry.
- Follow up with prospective clients to ensure timely completion of the intake process.
- Coordinate with internal departments to facilitate smooth client onboarding.
- Maintain confidentiality and provide exceptional customer service throughout every interaction.
- Perform additional administrative duties as assigned.
Qualifications
- Excellent verbal and written communication skills.
- Strong customer service and interpersonal skills.
- Friendly, patient, and compassionate demeanor.
- Highly organized with strong attention to detail.
- Ability to multitask and prioritize in a fast-paced office environment.
- Proficient in Microsoft Office (Word, Outlook, Excel).
- Ability to quickly learn new software systems.
- Previous experience in intake, healthcare, social services, customer service, case management, medical office, or administrative support is preferred.
- High school diploma required; associate's or bachelor's degree is a plus.
Preferred Skills
- Professional phone etiquette.
- Strong problem-solving abilities.
- Excellent follow-up and time management skills.
- Team player with a positive attitude.
- Bilingual candidates are encouraged to apply.
If you are compassionate, detail-oriented, and enjoy helping people while working in a collaborative environment, we encourage you to apply today!
Pay: $65,000.00 - $70,000.00 per year
Benefits:
Work Location: In person
