Intake Specialist

POSITION SUMMARY: Intake Specialist is responsible for assisting individuals and families in connecting to resources. This work includes intake, assessments, referring, service coordination and follow-up. The Intake Specialist will enter data into various computer software systems, maintain customer files to include documents required for program eligibility, schedule appointments, conduct interviews with customers and work with agency team to provide comprehensive approach to meeting customer needs.

• Obtains relevant household information from customers; gathers information and records into software systems, assesses and prioritizes customer needs; identifies customer resources; builds rapport with customers.
• Identifies a network of services and resources tailored to the needs and interests of the customer; acts as a liaison between customers and referral program/agency; arranges services with other providers; assists customer(s) with completing applications for services, provides follow-up to complete application process.
• Performs data entry, maintains current knowledge of software changes and updates.
• Maintains general knowledge of program rules and regulations follows assigned guidelines.
• Maintains records as required, assists with phone calls and visitors, answers inquiries and directs customers to appropriate personnel, schedules appointments and returns phone messages promptly.
• Provides assistance to team members as needed.
• Performs additional duties as assigned.

Intake Specialist is responsible for assisting individuals and families in connecting to resources. This work includes intake, assessments, referring, service coordination and follow-up. The Intake Specialist will enter data into various computer software systems, maintain customer files to include documents required for program eligibility, schedule appointments, conduct interviews with customers and work with agency team to provide comprehensive approach to meeting customer needs.

• Obtains relevant household information from customers; gathers information and records into software systems, assesses and prioritizes customer needs; identifies customer resources; builds rapport with customers.
• Identifies a network of services and resources tailored to the needs and interests of the customer; acts as a liaison between customers and referral program/agency; arranges services with other providers; assists customer(s) with completing applications for services, provides follow-up to complete application process.
• Performs data entry, maintains current knowledge of software changes and updates.
• Maintains general knowledge of program rules and regulations follows assigned guidelines.
• Maintains records as required, assists with phone calls and visitors, answers inquiries and directs customers to appropriate personnel, schedules appointments and returns phone messages promptly.
• Provides assistance to team members as needed.
• Performs additional duties as assigned.

• Performs additional duties as assigned.

Experience and Skill Requirements: The following experience and skill requirements are considered essential.

• At least two years of experience working in a social service-based program, preferred

• Excellent verbal communication skills
• Excellent written communication skills
• Excellent listening skills
• Excellent customer service skills
• Add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals
• Calculate rates, ratios, percentages, and proportions with a basic understanding of statistics, algebra, and geometry
• Proficient in using Microsoft Office applications and other computer software as applicable to the position.
• Read, analyze, comprehend, and apply written procedures
• Communicate and present information
• Research and disseminate information
• Identify problems and recommend solutions
• Influence the actions of others, where empathy and perceptiveness are required to determine the best course of action
• Promote feelings of trust and security by establishing strong, caring relationships
• Dis…