Client Intake & Services Coordinator

10 BCFS Health and Human Services; Lufkin (TX); On-site; USD 32,000 - 42,000; Full time

Job summary

BCFS Health and Human Services is seeking an Intake Specialist in Texas. The role initiates the intake process for clients seeking services, gathering and verifying client information into PEIRS and Salesforce, and directing clients to the appropriate staff based on assessed needs.

The position requires a high school diploma or equivalent and about 1 year of related experience or training. Strong data entry, communication, and organizational skills are essential to ensure data integrity and

Qualifications

• High school diploma or equivalent required.
• 1 year of related experience and/or training in a related field.

Responsibilities

• Collect and document client information, including completing all required intake forms, assessments, and service plans.
• Verify eligibility and required documentation.
• Accurately input and maintain data in PEIRS and Salesforce.
• Provide clients with information about available services, resources, and next steps.
• Communicate effectively with internal staff to facilitate smooth handoffs and service coordination.
• Identify urgent needs and escalating appropriately to the Program Director.
• Follow up with clients to complete intake or gather missing information.
• Maintain client referral records.
• Assist in conducting outreach duties as assigned by program director.
• Attend training as assigned by program director.
• Comply with safety procedures in accordance with program requirements.
• Meet all deadlines by program director and federal partners.

Education

High school diploma or equivalent

Job description

BCFS Health and Human Services is seeking an Intake Specialist in Texas. The role initiates the intake process for clients seeking services, gathering and verifying client information into PEIRS and Salesforce, and directing clients to the appropriate staff based on assessed needs.

The position requires a high school diploma or equivalent and about 1 year of related experience or training. Strong data entry, communication, and organizational skills are essential to ensure data integrity and