Bilingual Intake & Onboarding Coordinator

Caring for People Services; Omaha (NE); Sur place; USD 42 000 - 64 000; Plein temps

Résumé du poste

Caring for People Services is seeking an Intake Specialist to manage new client inquiries, coordinate service initiation, and support ongoing client needs. You will be the first point of contact for clients, families, referral sources, and internal staff, ensuring a smooth intake and onboarding process for Medicaid and private pay clients from referral to day one of services.

This role emphasizes empathy, organization, and clear communication as you collaborate with Care Managers, scheduling

Qualifications

• High school diploma or equivalent.
• 1–3 years in home care, healthcare, intake/admissions or customer service.
• Fluent in English and Spanish.
• Strong verbal and written communication.
• Ability to handle sensitive situations with professionalism.
• Excellent organizational and time management.
• Multitasking in a fast-paced environment.
• Basic computer proficiency (email, data entry, scheduling systems).
• Valid driver’s license and proof of insurance.

Responsabilités

• Serve as the first point of contact for inquiries (phone, email, referrals).
• Conduct intake screenings to assess client needs, preferences, and service requirements.
• Explain services, care options, and pricing for private pay, VA, and Medicaid clients.
• Coordinate and schedule in-home assessments.
• Facilitate timely and smooth service start for new clients.
• Monitor referrals through CRM system and maintain records.
• Assist clients/families with required intake and waiver documentation.
• Maintain organized and up-to-date client records.
• Build and maintain relationships with clients, families, and referral sources.
• Communicate with Care Managers, administrative staff, and outside partners.
• Provide updates and respond to questions throughout the intake process.
• Assign new clients to Care Manager and schedule introductory meetings/care-plan assessments.
• Handle sensitive conversations professionally and empathetically.
• Follow up with clients to ensure satisfaction.
• Collaborate with scheduling staff to align caregiver availability.
• Assist with scheduling tasks or last-minute coverage in a small team.
• Ensure services are staffed at start of care.
• Maintain consistent follow-up with prospective clients and referrals.
• Track inquiries to support conversion into active clients.
• Identify opportunities to improve intake flow and client experience.
• Enter and manage client data in agency systems.
• Support general office operations and onboarding of new caregivers.
• Provide front desk support including phone management, filing, and calendar management.

Connaissances

Bilingual EN/ES

Customer service

Communication

Organizational

Time management

Data entry

Driver's license

Formation

High school diploma or equivalent

Outils

CRM systems

EMR software

Scheduling software

Description du poste

Caring for People Services is seeking an Intake Specialist to manage new client inquiries, coordinate service initiation, and support ongoing client needs. You will be the first point of contact for clients, families, referral sources, and internal staff, ensuring a smooth intake and onboarding process for Medicaid and private pay clients from referral to day one of services.

This role emphasizes empathy, organization, and clear communication as you collaborate with Care Managers, scheduling