Employee Wellness Case Manager & Intake Specialist

Endeavors Inc.; Florida; On-site; USD 42,000 - 64,000; Full time

Job summary

Endeavors seeks a Case Manager/Intake Coordinator to assess eligibility and enroll CBP employees and eligible dependents into the CBP Workforce Wellness Program. You will conduct intake interviews, verify documents, provide referrals, and develop individualized wellness plans in collaboration with clients.

Working with a multidisciplinary team, you will coordinate service delivery, support follow-up, and advocate for client access to wellness services while maintaining confidential records and

Qualifications

• Bachelor's degree in Social Work, Counseling, Psychology, Human Services, Public Health, or related field.
• 1–3 years of experience in case management, client intake, care coordination, behavioral health, social services, employee assistance programs, or related human services settings.
• Experience with law enforcement, veterans & their families is a strong plus.

Responsibilities

• Conduct intake interviews and eligibility screenings.
• Gather, review, and verify client information and supporting documentation to determine program eligibility.
• Provide program information, guidance, and referrals to individuals who are not eligible for services or when enrollment capacity is limited.
• Identify client strengths, needs, barriers, and service priorities through comprehensive assessments.
• Develop individualized wellness plans in collaboration with clients, establishing goals, recommended services, and support strategies.
• Coordinate and monitor service delivery to ensure client needs are addressed effectively.
• Provide ongoing case management and follow-up services to support client engagement and successful outcomes.
• Facilitate referrals and coordinate care with internal providers, behavioral health clinicians, and external community resources.
• Conduct behavioral health screenings and suicide risk assessments, when appropriate, to identify level-of-care needs and service recommendations.
• Coordinate initial behavioral health appointments and ensure timely access to services.
• Collaborate with clinicians and multidisciplinary team members to address client concerns, safety risks, and service needs.
• Participate in crisis response planning and coordination when necessary.
• Advocate for clients seeking access to wellness services, community resources, and benefit programs.
• Assist clients in navigating complex service systems and overcoming barriers to care.
• Develop and maintain working knowledge of community-based resources and support programs.
• Build and sustain professional relationships with service providers and community partners to strengthen referral networks.
• Maintain accurate, timely, and comprehensive case records, assessments, service plans, and case notes.
• Ensure all documentation meets organizational, regulatory, contractual, and program requirements.
• Protect confidential and sensitive information in accordance with applicable privacy and confidentiality standards.
• Conduct follow-up activities to verify service utilization and assess ongoing client needs.
• Represent the CBP Workforce Wellness Program at outreach, networking, and community engagement events.
• Deliver presentations and educational sessions to stakeholders and community groups.
• Promote program services and strengthen partnerships that enhance service accessibility and coordination.

Skills

Case management

Care coordination

Behavioral health

Client intake

Social services

Employee assistance programs

Education

Bachelor's degree in related field

Job description

Endeavors seeks a Case Manager/Intake Coordinator to assess eligibility and enroll CBP employees and eligible dependents into the CBP Workforce Wellness Program. You will conduct intake interviews, verify documents, provide referrals, and develop individualized wellness plans in collaboration with clients.

Working with a multidisciplinary team, you will coordinate service delivery, support follow-up, and advocate for client access to wellness services while maintaining confidential records and