Intake Specialist (ZR_23757_JOB)

This is a remote position.

• 40 hours per week or 8 hours per day
  
• Monday - Friday
  
• 8:00 AM - 5:00 PM New York time
  
• With 1 hour unpaid lunch break 
  

Key Responsibilities:

• Will assist client with personal calendar and personal calls running to both office and home
  

• Greet clients in person, over the phone, or via electronic communication in a professional and compassionate manner.
  

• Collect and input client information, including personal, medical, legal, or financial data, depending on the industry.
  

• Assess the urgency and nature of client needs to determine appropriate services or referrals.
  

• Explain the intake process, required documentation, and organizational services clearly and accurately.
  

• Verify insurance, eligibility, or legal documentation as required.
  

• Maintain accurate and up-to-date records in the client management system.
  

• Coordinate with internal departments or external agencies to schedule appointments or services.
  

• Handle sensitive and confidential information in compliance with HIPAA or other applicable regulations.
  

• Provide clients with necessary resources or referrals when appropriate.
  

• Follow up with clients to ensure completeness of records and ongoing needs.
  

Requirements

• High school diploma or equivalent required; associate’s or bachelor’s degree in social work, healthcare, legal studies, or related field preferred.
  

• Previous experience in an administrative, customer service, healthcare, or social service setting is highly desirable.
  

• Excellent interpersonal and communication skills.
  

• Strong organizational and time-management abilities.
  

• Proficiency in Microsoft Office and electronic record-keeping systems.
  

• Ability to handle high-stress situations and sensitive topics with empathy and discretion.