Intake Specialist

Position Summary

Intake Specialist is responsible for assisting individuals and families in connecting to resources. This work includes intake, assessments, referrals, service coordination, and follow‑up. The incumbent enters data into various computer software systems, maintains customer files, schedules appointments, conducts interviews, and collaborates with the agency team to meet customer needs.

• Gather household information from customers, record it in software systems, assess and prioritize needs, identify resources, and build rapport.
• Identify a network of services tailored to customers’ needs and serve as a liaison between customers and referral program/agency; arrange services with other providers and assist customers with completing applications and provide follow‑up.
• Perform data entry and stay current on software updates.
• Maintain knowledge of program rules and regulations and follow guidelines.
• Assist with phone calls and visitors, answer inquiries, direct customers to appropriate personnel, schedule appointments, and return messages promptly.
• Provide assistance to team members as needed.
• Perform additional duties as assigned.

• Perform additional duties as assigned.

Experience

• At least two years of experience working in a social service‑based program (preferred).

Skills

• Excellent verbal, written, and listening communication skills.
• Excellent customer service skills.
• Basic math skills including addition, subtraction, multiplication, division, rates, ratios, percentages, and basic algebra.
• Proficiency with Microsoft Office applications and other relevant computer software.
• Ability to read, analyze, comprehend, and apply written procedures.
• Strong research, problem‑identification, and solution‑recommendation abilities.
• Ability to influence others, promote trust, and display tact, discretion, and sound judgment.
• Experience working with a diverse population.

Education and Knowledge

• High school diploma or equivalent.
• Associate’s degree preferred.

Other Requirements

• Must pass required background checks.
• Must possess a valid driver’s license, reliable transportation, and proof of insurance.

General Expectations

• Maintain and promote the Agency’s mission, vision, and goals.
• Maintain confidentiality and protect agency information.
• Follow all safety policies and procedures.
• Exhibit a positive, professional, and collaborative attitude.
• Show teamwork through effective internal communication and working relationships.
• Be punctual and use time effectively.
• Deliver work in a timely manner with minimal errors.
• Participate in trainings, conferences, and meetings as needed.
• Demonstrate highest standards of professionalism and personal integrity.
• Represent the Agency in the community as appropriate to the role.

The employee frequently uses hands, sits, talks, watches, occasionally stands, walks, reaches, climbs, balances, stoops, kneels, crouches, or crawls. The employee must sometimes lift up to 25 pounds. Specific vision abilities required include close vision, distance vision, color vision, peripheral vision, and ability to adjust focus.

Work is performed in an office setting and residential homes. Employees may encounter unsanitary or unsafe living conditions, occasional long‑distance travel in inclement weather, and limited exposure to blood‑borne pathogens and bodily fluids.

All requirements and skills are considered essential, unless otherwise indicated.

The job description does not constitute an employment agreement and is subject to change.