Client Intake Specialist

Our Mother of Mercy; Houston, Northern (TX, KY); Hybrid; USD 23,000 - 32,000; Full time

Job summary

Interfaith Ministries for Greater Houston, now IM Houston, is seeking a Client Intake Specialist to handle intake calls, assess eligibility, and route inquiries to appropriate services. The role includes managing referrals, coordinating assessors, and maintaining waiting lists with Caseworthy ServTracker.

Responsibilities include documenting client information, generating reports, and supporting the Client Services Coordinator.

Qualifications

• High school diploma or equivalent is required.
• Associate degree or higher is preferred.
• Minimum two years of customer service and clerical experience.
• Computer proficiency required. Experience using Microsoft Office (esp. Excel) and databases.
• Must be dependable and have good organizational and interpersonal skills.
• Detail oriented with good organizational skills and effective verbal and written communication skills.
• Must have reliable transportation, valid driver’s license, and automobile liability insurance.

Responsibilities

• Answer and handle all client intake calls, complete intake assessments, determine baseline of client eligibility, direct client inquiries, assist in coordinating assessors and provide referrals.
• Complete intake assessment on all prospective client calls for Meals on Wheels.
• Secure information from callers such as medical, psychological, and social factors contributing to client’s situation and direct inquiries to client services staff.
• Provide referral information to callers needing assistance from other organizations (including United Way). Refer eligible clients to other IM programs and services (such as Animeals).
• Maintain contact with assessors. Assist in relaying client information and needs to assessors when needed.
• Maintain client services data (number of re-/assessments completed, attrition, waiting list, etc.)
• Fill out Change of Status Forms when needed.
• Enter inquiries into and maintain MOW waiting list in client management system, Caseworthy ServTracker.
• Determine client’s initial eligibility for IM services using discretion and independent judgment with respect to the MOW qualifications and explained client situation.
• Code intakes to the appropriate route.
• Assist in developing flyers for MOW clients.
• Compile records and prepare reports as needed from the SERVtracker system.
• Act as a backup to the Client Services Coordinator.
• Document and address client concerns.
• Other duties as requested by supervisor.

Skills

Customer service

Clerical work

Microsoft Office

Excel

Databases

Interpersonal skills

Organizational skills

Verbal communication

Written communication

Education

High school diploma

Associate degree

Tools

Caseworthy ServTracker

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Client Intake Specialist

Full Time Regular Clerical Houston, TX, US

7 days ago Requisition ID: 1808

Salary Range: $20.00 To $20.00 Hourly

About the Organization

Interfaith Ministries for Greater Houston, now IM Houston, is Greater Houston’s longest-serving interfaith-based social services organization. Originally founded in 1964 as Protestant Charities, we’ve evolved to reflect Houston’s rich diversity of faiths and cultures. Our mission is to bring people of diverse faith traditions together for dialogue, collaboration, and service, as a demonstration of our shared beliefs

While our name and logo have been refreshed, our commitment to empowering individuals and uniting communities has never been stronger. Our core services include:

Meals on Wheels (MOW)/Animeals

Refugee Services

Interfaith Relations and Community Partnerships

Position Summary

Answer and handle all client intake calls, complete intake assessments, determine baseline of client eligibility, direct client inquiries, assist in coordinating assessors and provide referrals.

Main Responsibilities

• Complete intake assessment on all prospective client calls for Meals on Wheels
• Secure information from callers such as medical, psychological, and social factors contributing to client’s situation and direct inquiries to client services staff.
• Provide referral information to callers needing assistance from other organizations (including United Way). Refer eligible clients to other IM programs and services (such as Animeals).
• Maintain contact with assessors. Assist in relaying client information and needs to assessors when needed.
• Maintain client services data (number of re-/assessments completed, attrition, waiting list, etc.)
• Fill out Change of Status Forms when needed.
• Enter inquiries into and maintain MOW waiting list in client management system, Caseworthy ServTracker.
• Determine client’s initial eligibility for IM services using discretion and independent judgment with respect to the MOW qualifications and explained client situation.
• Code intakes to the appropriate route.
• Assist in developing flyers for MOW clients.
• Compile records and prepare reports as needed from the SERVtracker system.
• Act as a backup to the Client Services Coordinator.
• Document and address client concerns.
• Other duties as requested by supervisor.

Qualifications, Skills & Experience

• High school diploma or equivalent is required. Associate degree or higher is preferred.
• Minimum two years of customer service and clerical experience.
• Computer proficiency required. Experience using Microsoft Office (esp. Excel) and databases.
• Must be dependable and have good organizational and interpersonal skills.
• Strong and proven attention to detail, interpersonal and computational skills.
• Detail oriented with good organizational skills and effective verbal and written communication skills.
• Must have reliable transportation, valid driver’s license, and automobile liability insurance.

We are an equal opportunity employer. All applicants will be considered for employment without attention to race, age, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.