Bilingual Intake Specialist- Omaha

Caring For People Services; Omaha (NE); Presencial; USD 42.000 - 64.000; Jornada completa

Descripción de la vacante

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

Formación

• 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.

Responsabilidades

• 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.

Conocimientos

Bilingual EN/ES

Customer service

Communication

Organizational

Time management

Data entry

Driver's license

Educación

High school diploma or equivalent

Herramientas

CRM systems

EMR software

Scheduling software

Descripción del empleo

The Intake Specialist is responsible for managing all new client inquiries, coordinating service initiation, and supporting ongoing client needs. They are the client’s first impression of Caring for People Services. This role serves as a key point of contact for clients, families, referral sources, and internal staff, helping ensure a smooth and responsive intake and onboarding process for both Medicaid and private pay clients. The Intake Specialist will monitor the process from end-to-end, from initial referral to collaboration with the Care Manager team to day one of services.

ESSENTIAL RESPONSIBILITIES:

Intake & Client Onboarding

• Serve as the first point of contact for all incoming inquiries (phone, email, referrals).
• Conduct intake screenings to assess client needs, preferences, and service requirements.
• Knowledgeable and able to 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.
• Offer suggestions on ways to simplify and streamline processes to provide optimal customer service.

Medicaid & Documentation Support

• Monitor, track and report on referrals through utilization of the CRM system.
• Assist clients/families with required intake and waiver documentation
• Ensure all paperwork is complete, accurate, and compliant.
• Maintain organized and up-to-date client records.

Client & Referral Communication

• Build and maintain relationships with clients, families, and referral sources.
• Communicate with Care Managers, administrative support, and outside partners.
• Provide updates and respond to questions throughout the intake process.
• Assign new clients to Care Manager, schedule introductory meetings, and schedule care plan assessments.
• Handle sensitive conversations with professionalism and empathy.
• Follow up with clients once in service to ensure satisfaction.

Coordination & Scheduling Support

• Collaborate with scheduling staff to align caregiver availability with client needs
• Assist with scheduling tasks or last-minute coverage needs (as needed in a small team)
• Help ensure services are staffed appropriately at start of care

Follow-Up & Growth Support

• Maintain consistent follow-up with prospective clients and referral sources
• Track and manage inquiries to support conversion into active clients
• Identify opportunities to improve intake flow and client experience

Administrative & Support

• Enter and manage client data in agency systems
• Support general office operations as needed
• Assist team members in a flexible, collaborative environment
• Adapt to shifting priorities in a small team setting
• Assist with onboarding new caregivers as needed
• Provide front desk support, including but not limited to phone management, filing and calendar management.

Caring for People Services® provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics. In addition to federal law requirements, CFPS complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. CFPS expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of CFPS employees to perform their job duties may result in discipline up to and including discharge. CFPS and individual franchises are independently owned and operated.

Requirements

Required:

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

Preferred:

• Experience working with Medicaid programs and/or private pay clients
• Knowledge of non-medical home care services
• Experience with scheduling or care coordination
• Customer service or sales experience (especially converting inquiries to clients)
• Familiarity with EMR or home care software systems
• Experience working with seniors or individuals with disabilities
• Knowledge of CRM systems

COMPETENCIES:

• Empathy and professionalism
• Initiative and self-direction
• Problem-solving and adaptability
• Strong follow-through
• Team-oriented mindset
• Flexible and able to work effectively in a variety of settings
• Excellent communication skills
• Demonstrate good decision-making skills