Text copied to clipboard!
Title
Text copied to clipboard!Intake Specialist
Description
Text copied to clipboard!
We are looking for a detail-oriented and compassionate Intake Specialist to join our team. As an Intake Specialist, you will be the first point of contact for clients seeking services, playing a critical role in gathering essential information, assessing client needs, and ensuring a smooth onboarding process. Your ability to communicate effectively, maintain confidentiality, and manage multiple tasks will be key to your success in this role.
The ideal candidate will have excellent interpersonal skills, a strong sense of empathy, and the ability to work in a fast-paced environment. You will be responsible for conducting initial interviews, collecting and verifying documentation, entering data into client management systems, and coordinating with other departments to ensure clients receive timely and appropriate services. This role requires a high level of organization, attention to detail, and the ability to handle sensitive information with discretion.
You will work closely with case managers, healthcare providers, legal teams, or other professionals depending on the industry. Your role is essential in ensuring that clients are accurately assessed and directed to the appropriate services or resources. You may also be responsible for following up with clients, updating records, and assisting with scheduling appointments or referrals.
This position is ideal for someone who is passionate about helping others, enjoys administrative work, and thrives in a client-facing role. Prior experience in social services, healthcare, legal, or customer service settings is highly desirable. Training will be provided, but a background in psychology, social work, or a related field is a plus.
If you are organized, empathetic, and committed to making a difference in people’s lives, we encourage you to apply for this rewarding position.
Responsibilities
Text copied to clipboard!- Conduct initial client interviews and assessments
- Collect and verify personal and demographic information
- Input data into client management systems accurately
- Coordinate with internal departments for service delivery
- Maintain confidentiality and comply with privacy regulations
- Schedule appointments and follow up with clients
- Assist in preparing reports and documentation
- Respond to client inquiries and provide information
- Monitor and update client records regularly
- Support case managers and other staff as needed
Requirements
Text copied to clipboard!- High school diploma or equivalent; associate degree preferred
- Excellent communication and interpersonal skills
- Strong organizational and multitasking abilities
- Proficiency in data entry and office software
- Ability to handle sensitive information with discretion
- Experience in a client-facing or administrative role
- Knowledge of relevant regulations and procedures
- Empathy and a client-centered approach
- Ability to work independently and as part of a team
- Bilingual skills may be a plus depending on the client base
Potential interview questions
Text copied to clipboard!- Do you have experience working in a client-facing role?
- How do you handle confidential or sensitive information?
- Can you describe your data entry and administrative skills?
- Have you worked with any client management systems before?
- What strategies do you use to manage multiple tasks?
- Are you comfortable conducting interviews with new clients?
- How do you ensure accuracy in your documentation?
- What is your experience with scheduling and coordination?
- Can you work in a fast-paced environment?
- Do you speak any additional languages?
