Intake Specialist

Description

Position Title Intake Specialist
Reports To Program Manager
Supervises N/A
FLSA Status Non-Exempt
Pay Grade D
Last Revised/Approved November 2024

Essential Duties And Responsibilities

• 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.
• Performs data entry, maintains current knowledge of software changes and updates.
  Maintains records as required, assists with phone calls and visitors, answers inquiries and directs customers to appropriate personnel, schedules appointments and returns phone messages promptly.
• Provides assistance to team members as needed.

Qualifications Needed For Position

• Experience At least two years of experience working in a social service-based program, preferred
• Skills Excellent verbal communication skills
  Excellent written communication skills
  Excellent listening skills
  Excellent customer service skills
• Add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals
  Calculate rates, ratios, percentages, and proportions with a basic understanding of statistics, algebra, and geometry
• Proficient in using Microsoft Office applications and other computer software as applicable to the position
• Read, analyze, comprehend, and apply written procedures
  Communicate and present information
  Research and disseminate information
  Identify problems and recommend solutions
• Influence the actions of others, where empathy and perceptiveness are required to determine the best course of action
  Promote feelings of trust and security by establishing strong, caring relationships
• Display tact, discretion, and sound judgment
  Work with a diverse population

Education and Knowledge Requirements

• A high school diploma or equivalent
  An associate's degree preferred

Other Requirements

• Additional requirements that are considered essential:
  Must pass required background checks
  Must have a valid driver’s license, reliable transportation, and provide proof of insurance

Physical Requirements

• The physical requirements described here are representative of those that must be met by the Incumbent to successfully perform the essential functions of this job.
• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• The work environment characteristics described here are representative of those the incumbent encounters while performing the essential functions of this job.
• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Work Environment

• The work environment characteristics described here are representative of those the incumbent encounters while performing the essential functions of this job.
• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• Frequent local and long-distance travel may be required, sometimes in inclement weather.
• There may be limited exposure to blood borne pathogens and other bodily fluids.