Intake Specialist

Will be responsible for maintaining new referrals, completing intakes, and ensuring clients get into services or linking clients to appropriate services. This position will require travel.

Join Our Team as an Intake Specialist!

Are you an organized, detail-oriented professional with a knack for communication? We are looking for a dedicated Intake Specialist to join our team. We are a growing company committed to making meaningful connections and delivering exceptional service. If you thrive in a dynamic environment and have at least one year of experience in a similar role, we’d love to hear from you!

• Client Onboarding: Manage the intake process by gathering necessary information and ensuring all documentation is accurate and complete.
• Communication Management: Serve as a liaison between clients and internal teams, ensuring clear and timely communication.
• Data Organization: Maintain and update client records with precision and attention to detail.
• Problem-Solving: Address client inquiries and concerns with professionalism and a solutions-oriented mindset.
• This will require travel around the surrounding area to the homes of the potential new clients.

• Experience: At least 1 year in a similar position or a related field.
• Organizational
  
  Skills:
  
  The ability to juggle multiple tasks while maintaining accuracy and efficiency.
• Communication
  
  Skills:
  
  Strong verbal and written communication abilities to interact with clients and team members effectively.
• Tech-Savviness: Familiarity with standard office software and the ability to quickly learn new systems.
• Professionalism: A friendly, approachable demeanor with a focus on delivering excellent service.