Intake Specialist

About the role

The Intake Specialist plays a crucial role in connecting individuals and families to the necessary resources they need. This involves gathering information, assessing needs, coordinating services, and maintaining customer files.

Responsibilities

• Obtains relevant household information from customers
• Gathers information and records into software systems
• Affirms and prioritizes customer needs
• Identifies customer resources
• Builts 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 programs/agencies
• Arranges services with other providers
• Assists customers with completing applications for services
• Follows up to complete application processes
• 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

• Experience: At least two years of experience working in a social service-based program
• Skills: Excellent verbal and written communication skills, excellent listening skills, excellent customer service skills, proficiency in using Microsoft Office applications and other computer software as applicable to the position
• Education and Knowledge: High school diploma or equivalent, associate's degree preferred
• Other Requirements: Must pass required background checks, must have a valid driver’s license, reliable transportation, and provide proof of insurance

Physical Requirements

• Frequent local and long-distance travel may be required, sometimes in inclement weather
• May encounter risks associated with unsanitary and/or unsafe living conditions
• Limited exposure to blood borne pathogens and other bodily fluids