Intake Customer Service Coordinator

Job Description

Intake Customer Service Coordinator
Our client located in San Antonio, TX is in need a of a Intake Customer Service Coordinator. This is a contract to hire opportunity.

Company Profile:
Home Health Care Service

Intake Customer Service Coordinator Role:
As a Intake Customer Service Coordinator you are responsible for managing the intake process for new clients and employees, ensuring accurate documentation, clear communication, and compliance with policies and regulations. Ideal for someone detail-oriented, organized, and comfortable in a fast-paced, people-focused environment.
Process new clients/employees following established intake procedures.
Conduct initial outbound calls to collect information and start the intake process.
Build rapport to foster open communication and trust.
Record client responses and relevant data accurately.
Respond to client questions and provide clear, helpful guidance.
Conduct follow-up calls to clarify or provide additional assistance.
Meet daily and weekly call volume and data collection goals.
Collaborate with team members to improve client engagement.
Request service plans from coordinators as needed.
Follow all policies, including data privacy, during client interactions.
Maintain and update tracking reports daily.
Review and process forms according to program rules and compliance standards.
Maintain accurate client files and records.
Prepare and distribute communications regarding missing documentation.
Assist clients with completing documentation and budget adjustments.
Support smooth client transfers to service advisors.
Help develop tools to streamline intake processes.
Observe confidentiality policies at all times.
Comply with federal, state, and internal policies, procedures, and regulations.

Intake Customer Service Coordinator Background Profile:
High school diploma or GED.
1-2 years of call center experience ideally healthcare customer service.
Bilingual (Spanish) preferred.
Able to work independently and collaboratively.
Strong time management, organizational, and attention-to-detail skills.
Excellent interpersonal skills, including active listening.
Effective written and verbal communication skills.

Job Requirements

1-2 years of call center experience ideally healthcare customer service.

Bilingual (Spanish) preferred.

Additional Information

Frontline Source Group is an Equal Opportunity Employer. Candidates must be authorized to work in the United States without sponsorship. The client cannot sponsor any visas.

Disclaimer: Sensitive and personal data will not be requested by Frontline Source Group or its affiliates until a job offer is made and accepted. If you ever doubt the validity of our job postings, we encourage you to call one of our branch locations to verify the status on any job.

Meet Your Recruiter

Cassidy Jacobs

Cassidy Jacobs holds a Bachelors degree focused in International Development from University of North Texas. She is a strategic and results-driven Business Development professional with expertise in the Talent Acquisition industry.

Cassidy is focused on building lasting relationships with clients by supporting them in their need to find top talent in a tight market.

Her five plus years as a Member of Dallas

HR, two of which were served on the Board of Directors, has provided Cassidy with the education and knowledge to have a better understanding of what clients face daily and the challenges of corporate HR Teams today.

Connect with her today to start your search to hire top professionals for your company

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All interviews are set by appointment only and we do not allow walk-ins at any location. We are an Equal Opportunity Employer, M/F/V/D. Candidates must have authorization to work in the U.S. Clients will not sponsor visas.