Client Services Intake Coordinator

butterflyeffects; Deerfield Beach (FL); On-site; USD 38,000 - 52,000; Full time

Benefits offered by this job

Major medical

Vision

Dental

401K

Relocation assistance

Job summary

Butterfly Effects is seeking a Client Services Intake Coordinator to guide families from initial contact through scheduling of ABA services, while maintaining excellence in customer service. The role emphasizes verification of benefits, scheduling, and HIPAA compliance, with preferred healthcare experience.

The position requires strong communication, multitasking, and collaborative skills to support referrals, client acquisition, and smooth operation within a clinical setting.

Qualifications

• Two years of customer service, intake, or referral development experience.
• Strong written and verbal communication with an attentive, compassionate manner.
• Experience in healthcare settings and familiarity with HIPAA guidelines is a plus.

Responsibilities

• Answer and respond to inquiries via telephone, email, and website leads.
• Engage with internal and external resources to develop referral sources and client acquisition.
• Provide information about Butterfly Effects and our services to families and professionals.
• Verify insurance coverage, upload verification of benefits and start of care documents into Salesforce and our Medical Records System.
• Interact with clients in a responsive, client-focused manner to move services forward.
• Schedule clients with clinical staff to initiate ABA therapy.
• Evaluate and modify processes as part of a collaborative Client Services Team.
• Drive process improvement in client communication and referral development.
• Adhere to HIPAA guidelines/regulations.

Skills

Communication skills

Phone etiquette

Multitasking

Bi-lingual

Healthcare experience

Education

High School Diploma or equivalent

College Degree preferred

Tools

Salesforce

EMR systems

Microsoft Office Suite

CRM experience

Job description

Client Services Intake Coordinator

The Client Services Coordinator takes the wheel every day and drives our company forward into success. As the first voice that our families hear, your role is to clearly outline our services and lead the process from initial phone call to scheduling of services while delivering the highest possible excellence in customer service standards.

Our families deserve the best, and that's why we hire the best. Your role is fast paced, requires strong multi-tasking skills and a bright, energetic presence. Previous healthcare experience in performing verification of benefits and/or authorization for services is a plus.

Primary Responsibilities:

• Answer and respond to all inquiries received via telephone, email, and website leads.
• Engage with internal and external resources to ensure development of referral sources and client acquisition.
• Provide information about Butterfly Effects and our services to families and professionals.
• Verify insurance coverage, upload verification of benefits (VOB), start of care documents, and referral information into Salesforce and our Medical Records System.
• Actively engage clients in a highly responsive and client-focused manner to move clients forward with services.
• Schedule clients with the clinical staff to get families started with ABA therapy.
• Evaluate and modify processes as a member of a collaborative Client Services Team.
• Work collaboratively to drive process improvement related to client communication, referral source development, and new client acquisition.
• Adhere to all HIPAA guidelines/regulations.

Qualifications:

• Strong communication skills; verbal and written.
• A positive, professional phone manner.
• Active and compassionate listener.
• A minimum of 2 years of customer service, intake, or referral development experience.
• Attention to detail with an ability to multitask.
• Knowledge of Windows, Microsoft Office Suite; CRM and EMR experience preferred.
• An excellent work ethic with ability to work with minimal direct supervision.
• Experience in healthcare field strongly preferred.
• High School Diploma or equivalent. College Degree preferred.
• Bi-lingual is a PLUS

COMPANY OVERVIEW:

Butterfly Effects is an Autism Specific Provider Group that implements a home and community-based services treatment model. The treatment model is grounded in the implementation science of Applied Behavior Analysis (ABA), Family-Centered Planning, Routines-Based Intervention, and family participation. BE's treatment philosophy is guided by the belief that services should be provided in the natural environment as early as possible, be individualized for each child/family, and support the unique culture of each family. The BE treatment team is led by a Board Certified Behavior Analyst who will engage the family in their child's treatment, coordinate care with other treatment professionals, work with community resources, supervise the behavior technician (BT) implementing the treatment plan, and develop a positive collaborative relationship with any other professionals working with the child and family. For more information about Butterfly Effects, please visit www.butterflyeffects.com.

Butterfly Effects offers a competitive compensation and benefits package, including major medical, vision, dental, supplemental insurance programs, and a 401K. Relocation expense assistance is available for qualified applicants.

Equal Opportunity Employer

Butterfly Effects, LLC is an equal opportunity employer and does not discriminate upon the basis of actual or perceived race, color, religion, creed, national origin, citizenship status, gender, sexual orientation, gender identity or expression (including transgender status), age, ancestry, marital status, disability, veteran status, service in the military, genetic information, political affiliation, or any other characteristic protected by applicable federal, state, or local laws.

Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. This role may assist with related special projects and perform other related duties as assigned by management.