Case Manager/ Intake Coordinator

Qualifications

• Educational Background: Undergraduate degree in business administration, Non-Profit management, public health or related field from an accredited college or university, or relevant work experience.
• Experience: Required 3 years of experience relevant to the position and working with vulnerable populations. Preferred 2 years of experience in Wellness.
• Licenses: Driver’s License must be valid and must be able to successfully pass a criminal background check.

Essential Job Responsibilities

• Provide initial intake screenings and wellness assessments to determine client eligibility and coordinate with health and wellness programming.
• Prepare and maintain data, files, reports, drafts, and ensure accurate reporting of intake, referral, and list activities.
• Collect fiscal data to assist with the completion of monthly, quarterly, and annual reports.
• Manage daily assignments, ensuring deadlines are met and work is completed accurately.
• Provide information and community referrals to ineligible individuals.
• Aid the team in conducting service referrals for internal resources.
• Develop and maintain a comprehensive referral network with community and Wellness Center partners to connect clients with essential services.
• Support planning and coordination of facility programs and activities.
• Conduct routine psycho-social-emotional needs assessments; complete Person-Centered Recovery Plans; assist responders and their families with accessing community resources; provide rehabilitative services; and initiate crisis intervention when needed.
• Promote wellness, community integration, independent living, and improved quality of life.
• Maintain detailed electronic documentation and adhere to company and state guidelines.
• Obtain, store, and track all client data; coordinate wellness assessments in Salesforce.
• Utilize project management or event planning experience to support program operations (preferred).
• Perform other administrative duties as assigned.