Intake Coordinator

Description

The Intake Coordinator serves as the first point of contact for individuals seeking services s role is responsible for responding to all inquiries and qualified leads; coordinating the intake process; scheduling initial meetings and tours; managing the waitlist; and fostering positive, welcoming relationships. The Intake Coordinator partners with individuals and families to explore available options when they first seek services. In addition, this role collaborates closely with Lead Navigators to ensure that appropriate resources are provided to all qualified individuals.

Position Title: Intake Coordinator

Department: Program

Hours: Full-time; 40 hours/week, Monday – Friday (non-exempt)

Location: Lifeworks Services – Richfield, MN (Hybrid)

Compensation: $23.75 to $26.50 per hour

Bonus Eligible: Yearly

Lifeworks offers a comprehensive benefits package which includes:

• 18 days of PTO accrued in the first year of employment
• 11 paid holidays (New Year’s Day, Martin Luther King Jr. Day, Memorial Day, Juneteenth, Independence Day, Labor Day, Thanksgiving, Day after Thanksgiving, Christmas Eve, Christmas Day, and a Personal Holiday)
• Medical, dental, vision, life, AD&D insurance, short & long-term disability coverage
• Health Savings Account (HSA), Flexible Savings Account (FSA), and prescription drug coverage
• Up to $3,000 annually in tuition reimbursement and student loan forgiveness when eligibility requirements are met
• 403(b) retirement plan – Lifeworks contributes 3% of your salary and matches up to 4% of employee contributions
• Employee Assistance Program (EAP)

Lifeworks is an industry leader on the forward edge of partnering with people with disabilities in innovative, person-centered ways. Disability inclusion is our true north, guiding every service we provide and ensuring that people with disabilities have opportunities, can thrive, and defy expectations. The Lifeworks Team is collaborative, passionate, and strategic, using a person-centered approach to increase access in our communities.

• Are capable of performing the essential functions of the position, with or without reasonable accommodation.
• Demonstrate proficiency in documenting information accurately and concisely.
• Effectively manage and process large volumes of information with attention to detail.
• Prioritize tasks and manage time efficiently in a fast-paced environment.
• Are familiar with the Microsoft Office Suite and intake management systems or electronic health record (EHR) systems.
• Accurately enter, maintain, and manage data.
• Interact with clients in a supportive, respectful, and understanding manner.
• Address and resolve issues that arise during the intake process professionally and effectively.
• Understand and adhere to confidentiality laws and regulations, including HIPAA.
• Work independently while managing responsibilities and meeting deadlines.
• Collaborate effectively with colleagues and cross-functional teams to coordinate services.
• Demonstrate awareness of and respect for diverse backgrounds and cultures.
• Assess client needs and determine appropriate next steps, resources, or referrals.
• Have a working understanding of Department of Human Services regulations and service access processes (preferred).
• Successfully pass a Department of Human Services background study and drug test, and maintain reliable transportation for work-related travel (e.g., office locations, on-site trainings).

Serving as the first point of contact for new and prospective clients, including:

• Conducting referrals and intake conversations by gathering required information, documenting details, and ensuring information is accurate and up to date.
• Maintaining clear and effective communication with clients, families, and other professionals involved in planning, while providing updates and responding to questions or concerns.
• Working with team managers and service coordinators to assess client eligibility for services or programs and guiding clients through the intake process so they understand all required steps.
• Maintaining accurate, organized records of all interactions…