Bilingual Client Intake Specialist

Socket.dev; Houston (TX); On-site; USD 32,000 - 42,000; Full time

Job summary

IM Houston is seeking an Intake Specialist to answer and handle all client intake calls, complete intake assessments, determine eligibility for Meals on Wheels programs, and coordinate referrals.

You will work with assessors, maintain waiting lists in the Caseworthy ServTracker, and ensure accurate client documentation while supporting multilingual communication and efficient service delivery.

Qualifications

• High school diploma or equivalent required.
• Associate degree or higher preferred.
• Minimum two years of customer service and clerical experience.
• Bilingual in English and Spanish.
• Proficiency with Microsoft Office and databases.
• Strong organizational and interpersonal skills.
• Detail oriented with good communication and reliability.

Responsibilities

• Complete intake assessment on all prospective calls for Meals on Wheels.
• Secure information from callers about medical, psychological, and social factors and direct inquiries to staff.
• Provide referral information to callers needing assistance from other organizations (including United Way).
• Refer eligible clients to IM programs and services (such as Animeals).
• Maintain contact with assessors and relay client information when needed.
• Maintain client services data and waiting lists.
• Fill out Change of Status forms when needed.
• Enter inquiries into and maintain MOW waiting list in Caseworthy ServTracker.
• Determine client’s initial eligibility for IM services.
• Code intakes to the appropriate route.
• Assist in developing flyers for MOW clients.
• Compile records and prepare reports from SERVtracker.
• Act as a backup to the Client Services Coordinator.
• Document and address client concerns.
• Other duties as requested by supervisor.

Skills

Bilingual English/Spanish

Customer service

Clerical experience

Microsoft Office

Databases

Organizational skills

Interpersonal skills

Verbal communication

Education

High school diploma or equivalent

Associate degree or higher preferred

Tools

Microsoft Office

Databases

Excel

Job description

IM Houston is seeking an Intake Specialist to answer and handle all client intake calls, complete intake assessments, determine eligibility for Meals on Wheels programs, and coordinate referrals.

You will work with assessors, maintain waiting lists in the Caseworthy ServTracker, and ensure accurate client documentation while supporting multilingual communication and efficient service delivery.