Intake Specialist

St Pauls Senior Services•SAN DIEGO, CA

About The Position

Job Summary: Under the supervision of the Enrollment Manager, educates potential enrollees about St. Paul’s PACE services and obtains initial screening information to help determine their eligibility for enrollment. Additionally, helps with organizing office materials and data entry into Excel. Duties & Responsibilities: Respond to all phone and online inquiries to identify how St. Paul’s PACE can meet their needs Be knowledgeable about St. Paul’s PACE and alternatives to St. Paul’s PACEShare the value of St. Paul’s PACE services with potential enrollees passionately and frequently Be knowledgeable of other services that are provided by St. Paul’s Senior Services and how to transfer a caller to those services Provide materials as requested by prospective enrollees Answer inbound calls & emails and consistently make outbound calls with the goal of enrollment.Follow department guidelines and timelines for following up with prospective enrollees Log all call activity and information into a CRM or lead tracking tool (e.g., Excel) Participate in sales trainings Provide process improvement recommendations to other team members and leaders Miscellaneous tasks given by Management Team and/or colleagues, including marketing activities and enrollment procedures Qualifications & Requirements: Education: High School Diploma Experience: 2 years of work experience in a patient-facing role and working in a call center and/or working with seniors is preferred. Bilingual in Spanish preferred

Requirements

High School Diploma
2 years of work experience in a patient-facing role and working in a call center and/or working with seniors is preferred

Nice To Haves

Bilingual in Spanish preferred

Responsibilities

Respond to all phone and online inquiries to identify how St. Paul’s PACE can meet their needs
Be knowledgeable about St. Paul’s PACE and alternatives to St. Paul’s PACE
Share the value of St. Paul’s PACE services with potential enrollees passionately and frequently
Be knowledgeable of other services that are provided by St. Paul’s Senior Services and how to transfer a caller to those services
Provide materials as requested by prospective enrollees
Answer inbound calls & emails and consistently make outbound calls with the goal of enrollment.
Follow department guidelines and timelines for following up with prospective enrollees
Log all call activity and information into a CRM or lead tracking tool (e.g., Excel)
Participate in sales trainings
Provide process improvement recommendations to other team members and leaders
Miscellaneous tasks given by Management Team and/or colleagues, including marketing activities and enrollment procedures