Customer Support Specialist - Intake

PECAN VALLEY MH-MR REGION • Granbury, TX

2d • Onsite

About The Position

Assisting individuals seeking mental health services with completing applications and necessary paperwork. This role involves answering telephones, receiving intake and screening information, and serving as the customer support specialist for the designated program facility. Responsibilities include completing supply requisitions, tracking individuals through the open access process, filing, sending correspondence, and assisting with data collection and reporting. The role also involves completing financial eligibility and insurance verification for new clients. A familiarity with, or willingness to be trained in, trauma-informed care is essential, emphasizing dignity, respect, hopefulness, choice, and empowerment.

Requirements

• Excellent customer service skills
• Phone etiquette
• Professional demeanor
• Pleasant telephone voice
• Exceptional organizational skills
• Proper grammar
• Ability to relate well to phone-in and walk-in patrons
• Ability to work cooperatively with others
• Excellent typing and spelling skills
• Experience/knowledge of Microsoft office programs
• Knowledge of the use of office equipment including computer, copier, fax, multiple line phone, postage meter
• Flexibility to assist in a variety of assignments in a sometimes fast-paced environment
• High school diploma or G.E.D.
• Good driving record for the past 3 years
• Valid auto insurance card
• Must be able to bend, stoop, kneel crouch, squat, lift at least 25 lbs., reach forward and overhead, and sit for an extended period of time.

Nice To Haves

• Familiarity with, and/or willingness to be trained in, trauma-informed care.

Responsibilities

• Assisting with ensuring individuals seeking mental health services have completed applications for services and other necessary paperwork.
• Answering telephone, receiving intake and screening information from the call center.
• Serving as the customer support specialist for the designated program facility.
• Completing requisitions for supplies for other staff at the location.
• Tracking individuals throughout the open access process.
• Filing, sending out correspondence via mail, email, and responding to questions.
• Assistance with other data collection and reporting functions as needed.
• Completing financial eligibility and insurance verification process for those entering Pecan Valley’s services.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 101-250 employees