Client Intake Advocate

Behavioral Innovations; Addison (TX); On-site; USD 30,000 - 52,000; Full time

Job summary

Join a mission-driven team as a Client Intake Advocate at a leading behavioral healthcare provider. You'll guide prospective clients through the intake process, ensuring a personalized experience for families seeking ABA therapy for children with autism. This full-time position offers opportunities for professional growth in a supportive environment focused on improving lives.

Benefits

Medical Insurance

Vision Insurance

Dental Insurance

401(k)

Disability Insurance

Daily Pay

Wellbeing Program

Employee Assistance Program

Professional Growth Opportunities

Employee Recognition

Qualifications

• Experience with Intake and/or sales preferred.
• Ability to multi-task and work in a fast-paced environment.

Responsibilities

• Establish relationships with families to enroll children in treatment.
• Track client information from first contact to enrollment.
• Verify documentation meets insurance requirements.

Skills

Effective time management

Social Perceptiveness

Active Listening

Exceptional Customer Service

Problem Solving

Resourcefulness

Education

Bachelor’s degree

Tools

Salesforce

Electronic Medical Records (EMR)

Job description

Join to apply for the Client Intake Advocate role at Behavioral Innovations

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Join to apply for the Client Intake Advocate role at Behavioral Innovations

We're Seeking a Client Intake Advocate to Help Advise Prospective Clients!

Join a mission-driven team dedicated to improving lives through innovative behavioral healthcare.

Schedule: Full-Time, Hourly Paid, Onsite 5 days a week during training period with ability to transition to Hybrid; based on performance

Industry: Behavioral Healthcare, providing early intervention Applied Behavior Analysis (ABA) therapy

About Behavioral Innovations:

Celebrating 25 Years of Service: Behavioral Innovations (BI) is a leading provider committed to transforming lives by providing compassionate, center-based ABA therapy for children with autism, ages 18 months to 10 years. With over 90 locations across Texas, Oklahoma, and Colorado—and upcoming expansions into Virginia and Maryland—we’re growing rapidly. Join our dynamic team and use your expertise to streamline processes and strengthen the financial health of our organization, enabling us to stay focused on what matters most: making a meaningful difference in the lives of the families we serve.

About the Role:

The Client Intake Advocate is responsible for the client journey from first contact up until the first day at the center. They will manage a group of centers in which you are solely responsible for. Every client’s journey with autism is different from diagnosis to ultimate treatment through ABA therapy. With that in mind the Client Intake Advocate must adapt to serve the unique needs, questions, timing, and concerns from each family personalizing the experience. By listening to the client and asking qualifying questions they will be able to determine if this client would be a good fit to continue with the BI intake process.

What you'll do as a Client Advocate:

• Establish a relationship with inquiring families by phone, email, chat, and/or text to provide excellent customer service with the goal of getting child enrolled in our treatment center within 30-45 days from start of the intake process
• Obtain and verify all required demographic information (client details, insurance coverage, autism diagnosis, physician referral for assessment and ongoing ABA therapy, etc.)
• Demonstrate a high level of professionalism, through effective communication, reliability, and positive attitude in all interactions with colleagues, clients, and stakeholders.
• Track and fully document clients information stage by stage from first call through first day in center in both our CRM and HER systems
• Work closely with designated center staff and authorizations team to efficiently move families through the intake pipeline
• Obtain and verify all documentation meet insurance requirements including referral, diagnosis, insurance cards, DL, etc.
• Continue consistent follow-up based on BI admissions procedures and cadence
• Other duties as assigned

Skills We're Looking for:

• Effective time management and organizational skills with strong attention to detail
• Social Perceptiveness- Being aware of others’ reactions and understanding why they react as they do
• Active Listening- Giving full attention to what other people are asking, taking time to understand the points being made, asking questions as appropriate
• Exceptional Customer and Personal Service Skills- Knowledge of principles and processes for proving customer service, this includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction
• Problem Solving- Analyzing information and evaluating results to choose the best solution and solve problems
• Account manager or case management experience, working with multiple clients
• Willing to learn and take on new tasks and responsibilities
• Ability to take initiative to identify and resolve issues
• Demonstrates Resourcefulness and cooperation
• Exhibits BI’s Core values in all interactions.
• Use of excellent judgement

Requirements:

• Experience with Intake and/or sales as you will be receiving inbound calls/making outbound calls and using other forms of communication to prospective clients who have requested information about our service
• Must be comfortable working in a fast-paced, continually changing, and results-oriented environment as part of a rapidly growing organization
• Bachelor’s degree or relevant work experience as an Intake Specialist is a healthcare setting highly preferred
• Ability to multi-task; listening, typing, taking notes, and work with different operating systems.
• Experience with Salesforce and Electronic Medical Records (EMR) systems is preferred

Why Choose Behavioral Innovations:

• Compensation: Hourly pay rate
• Insurance: Medical, Vision, Dental, and Supplemental Insurance Policies.
• Daily Pay: Access your pay when you need it!
• Wellbeing Program: Equipping you with tools to achieve your wellness goals.
• OVIA Health: A Women's Health App supporting you throughout the entire Parenthood Journey.
• Employee Assistance Program (EAP): Comprehensive support for your mental, emotional, and physical health.
• Supportive Team Structure: Our clients and families are our top priority, and we foster a collaborative and expert team environment.
• Additional Programs Offered at BI: ABA Intern, Referral Bonuses, Employee Recognition, Employee Perks.
• Professional Growth - We invest in training, development, and career advancement opportunities.
• Recognition & Support - Your contributions matter, and we celebrate your achievements.
• Award-Winning Culture - Honored with the Clinical Excellence Award in 2021 for our commitment to ethical standards and compassionate care.
• Recognized Industry Leader - Named Company of the Year in 2022, reflecting our continued growth and impact in the ABA field.
• National Recognition - Proudly ranked on the Inc. 5000 list as one of America’s Fastest Growing Private Companies.
• Mission-Driven Work - Dedicated to transforming the lives of children with autism through high-quality, center-based ABA therapy.
• Values-Driven Organization - Guided daily by our Core Values, with integrity at the heart of everything we do.
• Team Unity & Trust - Achievements are made possible by a collaborative, purpose-driven team and strong partnerships.

Be a Client Intake Advocate at Behavioral Innovations.If you have experience as a Case Manager or

Account Manager and excel at managing multiple clients, we encourage you to Apply Today.

Where Potential Thrives.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Other

• Industries

  Mental Health Care and Hospitals and Health Care

Referrals increase your chances of interviewing at Behavioral Innovations by 2x

Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Disability insurance

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