Intake Specialist

About the role

When a family contacts Home Instead, it's often because something has changed. They might need assistance after a fall, receive a difficult diagnosis, or require more support than they can provide alone. As an Intake Coordinator, you'll be the first point of contact for these families.

Responsibilities

• Answer incoming calls and online inquiries from prospective clients and their families
• Respond quickly to new inquiries and follow up consistently until a family is ready to move forward
• Listen carefully to each family's situation and document important details accurately
• Schedule in-home care consultations and coordinate with the Client Care team
• Maintain detailed notes and activities in Salesforce (or other CRM systems) to ensure every family receives timely follow-up
• Track outstanding leads and prioritize daily follow-up activities
• Communicate with empathy, professionalism, and confidence during every interaction
• Work closely with the office team to provide a smooth experience from the first phone call through the start of care

Requirements

• Genuinely enjoy helping people and can build rapport quickly over the phone
• Stay calm and compassionate when speaking with families who may be overwhelmed or emotional
• Be organized and dependable, not letting details slip through the cracks
• Learn new technology quickly and be comfortable working in multiple software systems throughout the day
• Be self-motivated and manage your workload without needing constant direction
• Take pride in following through and providing an excellent experience for every family

Qualifications

• You have experience in home care, healthcare, senior services, hospitality, or customer service
• You have experience with Salesforce or another CRM platform (but we're willing to train the right person)

Skills

• Great communication skills
• Strong organizational abilities
• Compassion and empathy

Benefits

• Monday-Friday schedule
• Competitive pay with performance-based bonus opportunities
• Health benefits
• Paid time off
• 401(k)

Pay

Competitive pay with performance-based bonus opportunities

Schedule

Monday-Friday