Intake Specialist

BCFS Health and Human Services•Lufkin, TX

About The Position

The Intake Specialist initiates the intake process for clients seeking services by gathering, verifying, and recording client information in PEIRS and Salesforce. The role maintains accurate client records and data integrity, assesses client needs and urgency, and directs clients to designated staff. The specialist also provides information about available services, resources, and next steps; follows up to complete intakes or obtain missing information; and coordinates with internal staff to support service handoffs.

Requirements

High school diploma or equivalent.
At least 1 year of related experience and/or training in a related field with a high school diploma or equivalent.
Maintain current licenses and any certificates required for the position, including those listed in the posting: 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 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.
Pass pre-employment and biennial criminal background checks.
Drive a vehicle and comply with applicable 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 written and spoken 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 perform the job responsibilities.
Maintain confidentiality in all areas of the service population and program operations.
Applicants must be authorized to work for any employer in the United States; visa sponsorship is not available.

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 enter 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.
Follow program safety procedures and implement BCFS safety protocols.
Meet deadlines set by the Program Director and federal partners, and meet documentation deadlines in accordance with program requirements.
Process 6–7 intakes per week.
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 licensing or contract requirements.
Maintain professional and ethical conduct as outlined in the BCFS employee handbook, including respecting agency staff, children, and community members and complying with the dress code.