Intake Specialist

Overview

• Serve as the primary contact for intake processes, ensuring efficient and accurate handling of client information and inquiries.
• Collaborate with team members to streamline intake procedures and enhance client satisfaction.
• Maintain comprehensive records and documentation of all intake activities in compliance with organizational standards.
• Provide exceptional customer service to clients, addressing concerns and resolving issues promptly.
• Assist in the development and implementation of intake strategies to improve overall efficiency.
• Support organizational goals by ensuring intake processes align with company policies and objectives.
• Work closely with other departments to facilitate seamless communication and coordination during the intake process.
• Contribute to a positive and professional work environment through collaboration and proactive problem-solving.

Key Responsibilities & Duties

• Conduct initial client assessments to gather relevant information and determine service needs.
• Coordinate intake schedules and appointments to ensure timely processing of client requests.
• Prepare and maintain accurate documentation of all intake activities and client interactions.
• Communicate effectively with clients to provide information and address inquiries regarding services.
• Monitor and evaluate intake processes to identify areas for improvement and implement solutions.
• Collaborate with team members to ensure consistency and quality in service delivery.
• Provide training and support to new staff members on intake procedures and protocols.
• Ensure compliance with all relevant regulations and organizational policies during the intake process.

Job Requirements

• High School Diploma or GED required; additional certifications in customer service or related fields are advantageous.
• Minimum of 1 year of experience in intake or customer service roles; 2 years preferred.
• Strong organizational skills with the ability to manage multiple tasks and priorities effectively.
• Excellent communication skills, both written and verbal, to interact with clients and team members.
• Proficiency in using computer systems and software for documentation and scheduling purposes.
• Ability to work on-site and collaborate effectively with team members in a professional environment.
• Demonstrated problem-solving skills and a proactive approach to improving processes.
• Commitment to providing high-quality service and maintaining client confidentiality.