Role OverviewThe Intake Specialist is responsible for assisting individuals and families in connecting to resources. This work includes intake, assessments, referring, service coordination and follow-up. The Intake Specialist will enter data into various computer software systems, maintain customer files to include documents required for program eligibility, schedule appointments, conduct interviews with customers and work with agency team to provide comprehensive approach to meeting customer needs.
What You Will Do
Obtains relevant household information from customers; gathers information and records into software systems, assesses and prioritizes customer needs; identifies customer resources; builds rapport with customers. Identifies a network of services and resources tailored to the needs and interests of the customer; acts as a liaison between customers and referral program/agency; arranges services with other providers; assists customer(s) with completing applications for services, provides follow-up to complete application process.
Why It Might Be a Fit
The ideal candidate will have excellent verbal communication skills, excellent written communication skills, excellent listening skills, excellent customer service skills, and the ability to work with a diverse population. They will also be proficient in using Microsoft Office applications and other computer software as applicable to the position.
Requirements
- At least two years of experience working in a social service-based program
- High school diploma or equivalent
- Associate's degree preferred
- Must pass required background checks
- Must have a valid driver’s license, reliable transportation, and provide proof of insurance
Benefits
- Paid time off
- Paid holidays
- Health insurance
- Retirement plan
- Learning budget
- Parental leave
- Visa/relocation assistance
- Remote flexibility
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