Intake Specialist

Equus•Racine, WI

43d

About The Position

We are seeking a detail-oriented and efficient Intake Specialist to join our team in Racine, United States. As an Intake Specialist, you will play a crucial role in managing the initial contact and information gathering process for our clients, ensuring a smooth and professional experience from the start.

Requirements

High school diploma or equivalent required; Associate's or Bachelor's degree preferred, with 1-3 years of experience in intake, customer service, or related field
Strong verbal and written communication skills with a customer service orientation and professional demeanor
Excellent data entry skills with high attention to detail
Strong time management and organizational abilities
Proficiency in Microsoft Office Suite
Knowledge of intake procedures and documentation
Ability to maintain confidentiality and handle sensitive information
Strong problem-solving skills with the ability to work independently and as part of a team

Responsibilities

Conduct initial interviews with clients to gather essential information, assess their needs, and perform eligibility screenings for various programs or services
Accurately enter and maintain client data in our database systems, ensuring all required forms and documentation are completed and organized
Provide excellent customer service, addressing client inquiries and concerns promptly, and assist in scheduling appointments and follow-up communications
Coordinate with other departments and external agencies to facilitate smooth client onboarding and obtain additional information when necessary
Maintain confidentiality and adhere to organizational policies and procedures
Generate reports and statistics related to intake activities as needed
Collaborate with team members to improve intake processes and efficiency
Manage and prioritize a high volume of intake cases efficiently in a fast-paced environment
Other duties as assigned
Travel as required