Intake & Onboarding Coordinator - 2640

Bhired•Brooklyn, NY
•Onsite

About The Position

A growing healthcare company is seeking an Intake & Onboarding Coordinator to onboard clients, handle insurance-related steps, and convert marketing-generated leads. The role involves communicating with prospective clients, answering questions, understanding their needs, and guiding them through sign-up. The company describes potential career growth into a Head of Intake role, with responsibility for training and overseeing additional intake staff as the team expands.

Requirements

  • ABA experience or background.
  • Understanding of insurance authorization and verification.
  • Some sales ability, including comfort engaging prospects who may be exploring multiple companies and confidently closing them.
  • Strong communication skills and the ability to connect well with a diverse range of clients.
  • Growth-minded, with interest in eventually leading and training an intake team.

Responsibilities

  • Talk with prospective clients by phone, answer questions, and guide them through sign-up.
  • Call or respond to inbound leads, understand client needs, and ask about prior agency experience.
  • Convert and close marketing-generated leads while keeping prospects engaged throughout the process.
  • Onboard new clients and manage insurance-related steps.
  • Potentially grow into a Head of Intake role, training and overseeing other intake staff as the team grows.
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