Client Intake & Services Coordinator

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

Job summary

BCFS Health and Human Services in Lufkin, TX is seeking an Intake Specialist to initiate the intake process for clients seeking services, collecting and verifying information, and entering data into PEIRS and Salesforce. The intake specialist will assess clients’ needs and direct them to the designated staff.

You will maintain data integrity, communicate with internal staff to coordinate care, and support outreach and program operations while meeting deadlines and safety requirements.

Qualifications

• High school diploma or equivalent required.
• Experience in intake, data entry, or related field preferred.
• Ability to communicate effectively in English; Spanish preferred.

Responsibilities

• Collect and document client information, complete intake forms, assessments, and service plans.
• Verify eligibility and required documentation.
• Input and maintain data in PEIRS and Salesforce with accuracy.
• Provide clients information about services and next steps.
• Coordinate with internal staff to facilitate handoffs and service coordination.
• Identify urgent needs and escalate to Program Director as needed.
• Follow up to complete intake and gather missing information.
• Maintain client referral records and participate in outreach activities.

Skills

Data entry

Attention to detail

Verbal communication

Written communication

Customer service

Bilingual Spanish

Education

High school diploma or equivalent

Job description

BCFS Health and Human Services in Lufkin, TX is seeking an Intake Specialist to initiate the intake process for clients seeking services, collecting and verifying information, and entering data into PEIRS and Salesforce. The intake specialist will assess clients’ needs and direct them to the designated staff.

You will maintain data integrity, communicate with internal staff to coordinate care, and support outreach and program operations while meeting deadlines and safety requirements.