Intake Specialist

Benefits

• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development

Promise Point Care is committed to providing compassionate, high-quality support services to individuals and families. We are seeking a dedicated Intake Specialist who is organized, professional, and passionate about helping others access the services they need.

The Intake Specialist serves as the first point of contact for clients, ensuring a smooth and welcoming intake process. This role is responsible for gathering client information, verifying eligibility, coordinating services, and maintaining accurate records.

• Serve as the initial contact for new clients via phone, email, and in person
• Conduct intake interviews and collect required documentation
• Enter and maintain accurate client data in systems/CRM
• Verify client eligibility and required information
• Coordinate referrals and service placements
• Communicate with clients, case managers, and external partners
• Maintain confidentiality and compliance with all regulations
• Track intake progress and follow up with clients as needed
• Assist with administrative tasks related to client onboarding

• High school diploma or equivalent (Associate’s or Bachelor’s preferred)
• Previous experience in intake, customer service, healthcare, or social services preferred
• Strong communication and interpersonal skills
• Excellent organizational and data entry skills
• Ability to manage multiple tasks in a fast-paced environment
• Experience with CRM systems, case management software (like Casebook), or similar tools is a plus
• Knowledge of HIPAA compliance is preferred

• Compassionate and client-focused
• Detail-oriented and accurate
• Strong problem-solving abilities
• Professional and dependable
• Ability to handle sensitive information with discretion