Intake Specialist

Overview

• Serve as the first point of contact for clients, ensuring accurate data collection and smooth intake processes.
• Work closely with the Intake Director to support efficient medical billing and health information management.
• Handle incoming calls professionally, addressing client inquiries and concerns promptly.
• Conduct initial client assessments to determine needs and direct them to appropriate services.
• Document client information accurately in the system to facilitate seamless operations.
• Collaborate with team members to ensure a smooth intake process and excellent service delivery.
• Provide exceptional customer service, maintaining professionalism under pressure.
• Contribute to the organization’s mission by ensuring client satisfaction and operational efficiency.

Key Responsibilities & Duties

• Answer incoming calls and assist clients professionally and courteously.
• Gather necessary client information using phone systems to facilitate the intake process.
• Conduct initial assessments to determine client needs and direct them to the appropriate services or resources.
• Document client information accurately and efficiently in the system.
• Collaborate with other team members to ensure a smooth and effective intake process.
• Provide excellent customer service and address client concerns or questions promptly.
• Support medical billing and health information management through accurate data entry.
• Maintain confidentiality and adhere to organizational policies and procedures.

Job Requirements

• Associate of Science (AS) degree required, with relevant coursework preferred.
• Minimum of 1 year of experience in a similar role; 3 years preferred.
• Strong communication skills, both verbal and written, essential for client interactions.
• Excellent organizational and multitasking abilities to manage intake processes effectively.
• Ability to work well under pressure and handle stressful situations calmly and professionally.
• Proficiency in data entry and familiarity with medical billing systems preferred.
• Commitment to providing exceptional customer service and maintaining confidentiality.
• Willingness to work on-site during standard business hours, Monday through Friday.