Intake Specialist

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 (Associates or Bachelors 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