Client Access & Intake Specialist

Cenikor Foundation

Houston (TX)

On-site

USD 32,000 - 42,000

Full time

11 days ago
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Job summary

Cenikor Foundation in Houston seeks a dedicated Access Center team member to manage calls, chats, and emails while safeguarding client confidentiality. You will collect intake data, guide callers on appointment requirements, and coordinate with Admissions, Insurance, and Clinical Intake to support admissions.

The role requires solid customer service experience, strong organization, and the ability to work calmly under pressure in a fast-paced environment. Some college is preferred.

Qualifications

  • Skilled in customer service.
  • Excellent listening and phone presentation skills.
  • Ability to learn and use new technology and software quickly.
  • Fast problem solver and able to multi-task.
  • Ability to communicate calmly and effectively.
  • Possess excellent organization skills and high attention to detail.
  • Ability to work in stressful situations and react appropriately to clients, their families and other staff.
  • Knowledge of Microsoft Office software including MS Outlook calendar.

Responsibilities

  • Handle inbound and outbound calls, chats, and emails for the general public while providing program information and maintaining strict confidentiality on all client and Foundation matters.
  • Conduct follow up outbound phone calls and maintain follow up outcomes through client contact and documentation.
  • Respond to Crisis/Red Flag calls and refer to clinical staff if needed.
  • Collect and enter client intake information into the appropriate medical service software system to create and/or update client records.
  • Inform caller of items to bring and/or not bring to appointment (including clothing, insurance card, medications, office visit fee, and verification of income).
  • Adhere strictly to HIPAA regulations in regards to client confidentiality and refer questionable issues to supervisor.

Skills

Customer service
Active listening
Tech literacy
Multi-tasking
Calm communication
Organization
Teamwork
Outlook calendar

Education

High School Diploma or GED
Some college

Tools

MS Office
Outlook

Job description

Cenikor Foundation in Houston seeks a dedicated Access Center team member to manage calls, chats, and emails while safeguarding client confidentiality. You will collect intake data, guide callers on appointment requirements, and coordinate with Admissions, Insurance, and Clinical Intake to support admissions.

The role requires solid customer service experience, strong organization, and the ability to work calmly under pressure in a fast-paced environment. Some college is preferred.

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