Intake Specialist
PROMISE POINT CARE LLC, Ocean Springs, MS, United States
Benefits:
Health insurance
Opportunity for advancement
Paid time off
Training & development
About Us
Promise Point Care is committed to providing compassionate, high-quality support services to individuals and families. We are seeking a dedicated Intake Specialist who is organized, professional, and passionate about helping others access the services they need.
Position Summary
The Intake Specialist serves as the first point of contact for clients, ensuring a smooth and welcoming intake process. This role is responsible for gathering client information, verifying eligibility, coordinating services, and maintaining accurate records.
Key Responsibilities
Serve as the initial contact for new clients via phone, email, and in person
Conduct intake interviews and collect required documentation
Enter and maintain accurate client data in systems/CRM
Verify client eligibility and required information
Coordinate referrals and service placements
Communicate with clients, case managers, and external partners
Maintain confidentiality and compliance with all regulations
Track intake progress and follow up with clients as needed
Assist with administrative tasks related to client onboarding
Qualifications
High school diploma or equivalent (Associate’s or Bachelor’s preferred)
Previous experience in intake, customer service, healthcare, or social services preferred
Strong communication and interpersonal skills
Excellent organizational and data entry skills
Ability to manage multiple tasks in a fast-paced environment
Experience with CRM systems, case management software (like Casebook), or similar tools is a plus
Knowledge of HIPAA compliance is preferred
Skills & Attributes
Compassionate and client-focused
Detail-oriented and accurate
Strong problem-solving abilities
Professional and dependable
Ability to handle sensitive information with discretion
Health insurance
Opportunity for advancement
Paid time off
Training & development
About Us
Promise Point Care is committed to providing compassionate, high-quality support services to individuals and families. We are seeking a dedicated Intake Specialist who is organized, professional, and passionate about helping others access the services they need.
Position Summary
The Intake Specialist serves as the first point of contact for clients, ensuring a smooth and welcoming intake process. This role is responsible for gathering client information, verifying eligibility, coordinating services, and maintaining accurate records.
Key Responsibilities
Serve as the initial contact for new clients via phone, email, and in person
Conduct intake interviews and collect required documentation
Enter and maintain accurate client data in systems/CRM
Verify client eligibility and required information
Coordinate referrals and service placements
Communicate with clients, case managers, and external partners
Maintain confidentiality and compliance with all regulations
Track intake progress and follow up with clients as needed
Assist with administrative tasks related to client onboarding
Qualifications
High school diploma or equivalent (Associate’s or Bachelor’s preferred)
Previous experience in intake, customer service, healthcare, or social services preferred
Strong communication and interpersonal skills
Excellent organizational and data entry skills
Ability to manage multiple tasks in a fast-paced environment
Experience with CRM systems, case management software (like Casebook), or similar tools is a plus
Knowledge of HIPAA compliance is preferred
Skills & Attributes
Compassionate and client-focused
Detail-oriented and accurate
Strong problem-solving abilities
Professional and dependable
Ability to handle sensitive information with discretion