Client Intake Specialist

Elevate Counseling + Wellness•Chicago, IL

About The Position

Elevate Counseling + Wellness is seeking a Client Intake Specialist who is warm, upbeat, outgoing, organized, and genuinely enjoys talking with people. This role is the first point of contact for prospective clients, helping them feel comfortable, understand their needs, and guiding them to a therapist who is a great fit. The position starts as part-time, approximately 20 hours per week, with the potential for increased hours. This is not a passive role; it requires energy, personality, warmth, and initiative to enhance the client experience.

Requirements

Naturally makes people feel comfortable
Cheerful and personable, bringing warmth and positive energy to conversations
Outgoing and genuinely enjoys interacting with people
Excellent communicator with friendly and polished emails, able to explain information clearly
Responsive and fast-moving, understanding the importance of quick responses to inquiries
Good listener, able to understand client needs and guide them
Comfortable making recommendations and helping people make decisions
Organized and detail-oriented, able to manage multiple inquiries, schedules, and administrative details
Proactive in following up and identifying/raising process issues
Professional and discreet, understanding confidentiality and sensitive handling of clients
Tech-comfortable and able to learn scheduling, email, phone, and practice-management systems

Responsibilities

Responding promptly to new client inquiries by phone, email, and text
Creating a warm, welcoming experience from the very first interaction
Talking with prospective clients about what they’re looking for in therapy
Helping match clients with therapists based on their needs, preferences, schedule, location, and insurance
Clearly explaining therapist options and helping clients confidently choose a provider
Scheduling initial appointments and guiding clients through the intake process
Collecting necessary demographic and insurance information
Verifying insurance benefits using online portals and direct calls to insurance providers
Following up with prospective clients who have not yet scheduled
Answering common questions about Elevate, our therapists, services, insurance, and locations
Maintaining accurate information in our scheduling and practice-management systems
Working closely with our administrative and clinical teams to stay current on therapist availability
Helping us continually improve the client intake experience