Referral Specialist

Role Overview

The Referrals Specialist manages all incoming referrals for services, ensuring accurate, prompt processing in compliance with agency and state requirements. The role serves as a key liaison between families, service coordinators, and internal departments to support smooth transitions and timely access to services.

• Referral Management – Process referrals accurately and promptly.
• Communication & Coordination – Confirm referral details, conduct customer interviews, collaborate with HR and leadership, and provide status updates.
• Compliance & Documentation – Process referrals per state and agency guidelines, maintain confidential documentation, and support audit readiness.
• Customer Service – Communicate clearly and compassionately, resolve questions or issues professionally.
• Collaboration – Anticipate staffing needs, assist with reporting referral trends to support workforce planning and program development.

• High school diploma or equivalent required;
  Associate’s or Bachelor’s degree in Human Services, Healthcare, or related field preferred.
• Previous experience in referrals, scheduling, care coordination, or a related administrative role.
• Strong organizational and multitasking skills with attention to detail.
• Excellent verbal and written communication abilities.
• Ability to work independently and as part of a team in a fast‑paced environment.

• Experience in healthcare, developmental disability services, or social services setting.
• Familiarity with state referral processes, Medicaid Waiver services, or case management systems.
• Bilingual skills (English/Spanish) a plus.

• Office‑based with potential for hybrid flexibility.
• Requires frequent communication with families, providers, and state agencies.

• Dental insurance
• Health insurance
• Paid time off
• Vision insurance
• 401(k) and 401(k) matching
• Employee assistance program
• Parental leave
• Retirement plan

• 8‑hour shift, Monday to Friday

Job Type: Full‑time |

Work Location:

In person