Intake Specialist job description

Intake Specialist job brief

We are looking for an efficient and organized Intake Specialist to join our team. The ideal candidate will be responsible for receiving and processing all incoming client requests, managing client relationships, and maintaining a comprehensive database. The Intake Specialist will work closely with multiple departments to ensure that all clients receive the highest level of customer service throughout the intake process.

Intake Specialist Responsibilities

• Act as the first point of contact for incoming client requests and support them in completing intake forms and documents.
• Keep track of all inquiries, resolved issues, and agreed-upon solutions in an organized and efficient manner.
• Gather information from clients in a clear, concise, and confidential way.
• Assess client needs and determine the most appropriate level of service.
• Work with multiple departments to schedule and organize client appointments.
• Communicate clearly and effectively with clients, ensuring they are fully informed on their options and case progress.
• Maintain a comprehensive and organized database of client-related information.
• Monitor and track all new client referrals and ensure accurate records are kept.
• Analyze data and prepare reports on key performance indicators (KPIs) such as client satisfaction rates and referral volumes.
• Identify opportunities for process and service improvements, and contribute feedback on workflow effectiveness.

Requirements

• Bachelor's degree in psychology, social services, or a related field
• A minimum of 2 years experience as an intake specialist or in a similar customer service role essential
• Excellent communication skills, both oral and written
• Good organizational and time-management abilities
• Strong attention to detail and data accuracy
• Demonstrated adaptability, problem-solving, and analytical skills
• Ability to work effectively both independently and in a team environment
• Empathetic and compassionate demeanor, capable of building a supportive and positive rapport with clients
• Experience with client management software a plus
• Willingness/ability to work flexible hours including evenings and weekends as needed

As an Intake Specialist, you will play a pivotal role in ensuring our clients receive timely and effective support and that information pertaining to their cases is recorded appropriately. You will be at the forefront of creating and maintaining trusting relationships with clients and helping them overcome any challenges they may face. If you possess the aforementioned qualities and experience, we encourage you to apply for this role.