Intake Coordinator

JEWISH FAMILY SERVICE OF DALLAS INCORPORATED•Dallas, TX

1d•Onsite

About The Position

The Intake Coordinator at Jewish Family Service of Dallas acts as a navigator and benefits enrollment specialist. This role supports uninsured and underinsured individuals by screening for eligibility and assisting with enrollment in health coverage and public benefits, with a primary focus on reducing barriers to care. Additionally, the Intake Coordinator coordinates internal referrals between agency programs, connecting individuals to supportive services aligned with their needs. The position involves close collaboration with medical teams, social services, and administrative staff to guide individuals through complex systems and ensure continuity of care, contributing to the agency's mission of providing effective and accessible whole-person care for the Greater Dallas community.

Requirements

High school diploma or equivalent.
Strong interpersonal, organizational, and communication skills.
Ability to manage multiple patients or cases.
Ability to work with diverse populations and maintain confidentiality.
Bilingual in Spanish.

Nice To Haves

1–3 years of experience in patient navigation, benefits enrollment, healthcare access, or care coordination.
Experience assisting patients with Medicaid, Medicare, or public insurance programs.
Familiarity with social determinants of health and community resources.
Community Health Worker (CHW) or Patient Navigator certification.
Experience using electronic health records or referral systems.

Responsibilities

Screen uninsured and underinsured individuals for eligibility for health insurance and public benefit programs.
Provide education and navigation support related to Medicaid, Medicare, Marketplace plans, and other coverage options.
Assist with completion and submission of applications for insurance and benefits.
Collect, verify, and document required information to support eligibility determinations and enrollment.
Track application status and follow up to address enrollment barriers.
Coordinate referrals between programs at the agency.
Serve as a liaison between medical providers and internal service teams.
Support warm handoffs and improve communication between programs.
Maintain accurate referral documentation in electronic systems.
Maintain accurate case notes, logs, and referral records.
Prepare reports for department leadership as requested.
Perform other duties as assigned.