Intake Specialist

St. Paul's Senior Services • San Diego, CA

2d

About The Position

San Diego’s St. Paul's PACE program (Program of All-Inclusive Care for the Elderly). This innovative program is for individuals 55 years or older, who are living with chronic illness, or disabilities and need coordinated medical care to continue living as independently as possible in their home and community. The healthcare teams at St. Paul’s PACE provide a hands-on approach coordinating medical, social, and home care services so individuals no longer need to manage their medical care alone. 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.

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.
• YOU MUST BE ABLE TO CLEAR FINGERPRINTS THROUGH DOJ AND FBI IN ADDITION TO A DRUG SCREEN CLEARANCE.

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

Benefits

• Health, dental, vision, life
• Same day pay available!
• Flexible Vacation Time - 17 days!
• Paid Sick Time
• Education reimbursement - up to $3,000 a year!
• Qualified Public Student Loan Forgiveness (PSLF) employer
• 403(b) with match
• Child care available
• Employee referral bonuses
• Upward mobility!

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 251-500 employees