Intake Specialist

BCFS Health & Human Services•Lufkin, TX

11d

About The Position

The Intake Specialist initiates the intake process for clients seeking services. The role gathers, verifies, records, and maintains client information in PEIRS and Salesforce, ensuring data integrity. The Intake Specialist assesses clients’ needs and urgency, directs them to designated staff, provides information about available services and next steps, and coordinates referrals and handoffs. The role also follows up with clients to complete intake or obtain missing information, maintains referral records, and assists with outreach as assigned by the Program Director. The position requires a high school diploma or equivalent and one year of related experience and/or training in a related field. The Intake Specialist must maintain current licenses and certificates required for the position, meet applicable federal and state guidelines, pass required drug and background screenings, and be able to drive a vehicle. The role requires effective communication in English, computer literacy, confidentiality, organization, cultural sensitivity, composure in a fast-paced environment, and the ability to provide crisis intervention according to BCFS HHS training when needed. The position is expected to process 6–7 intakes per week, meet documentation deadlines, maintain accurate records, participate in meetings and professional development activities, and follow BCFS safety protocols and professional and ethical standards. Applicants must be authorized to work for any U.S. employer; visa sponsorship is not available.

Requirements

High school diploma or equivalent.
One year of related experience and/or training in a related field.
Maintain current licenses and any certificates required for the position, which may include a Driver’s License, First Aid CPR AED, Application Assistance Navigator, Community Health Worker, Mental Health First Aid, Child Passenger Safety Technician, and Post-Partum Doula.
Meet all applicable federal and state regulatory guidelines and standards.
Pass a pre-employment drug screen and random drug screens during employment.
Provide proof of work eligibility status upon request and be authorized to work for any U.S. employer.
Pass pre-employment and biennial criminal background checks.
Be able to drive a vehicle and comply with program safety procedures.
Respond sensitively and competently to the service population’s cultural and socioeconomic characteristics.
Work in a fast-paced environment while maintaining emotional control and professional composure.
Communicate effectively in writing and verbally in English.
Organize and prioritize responsibilities and duties efficiently.
Provide crisis intervention according to BCFS HHS training when needed to maintain a safe environment.
Maintain the computer literacy needed to fulfill the role’s responsibilities.
Maintain confidentiality in all areas of the service population and program operations.

Nice To Haves

Spanish language skills are highly preferred.

Responsibilities

Collect and document client information, including completing required intake forms, assessments, and service plans.
Verify client eligibility and required documentation.
Accurately input and maintain client data in PEIRS and Salesforce.
Provide clients with information about available services, resources, and next steps.
Communicate with internal staff to facilitate handoffs and service coordination.
Identify urgent needs and escalate them appropriately to the Program Director.
Follow up with clients to complete intake or gather missing information.
Maintain client referral records.
Assist with outreach duties as assigned by the Program Director.
Attend training as assigned by the Program Director.
Comply with safety procedures and implement BCFS safety protocols.
Meet deadlines set by the Program Director and federal partners.
Process 6–7 intakes per week and meet documentation deadlines.
Participate in scheduled meetings, team decisions, and operations.
Participate in workshops, seminars, education programs, and activities that promote professional growth and development.
Compile, prepare, submit, and maintain accurate records, files, forms, and other information in accordance with agency policies and applicable licensing or contract requirements.
Maintain BCFS HHS professional and ethical standards, including respect for agency staff, children, and community members and compliance with the required dress code.