Intake & Onboarding Specialist — Growth & Benefits

PROMISE POINT CARE LLC; Ocean Springs (MS); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

Health insurance

Opportunity for advancement

Paid time off

Training & development

Job summary

Promise Point Care LLC is seeking an Intake Specialist to serve as the first contact for clients, gather information, verify eligibility, coordinate services, and maintain records. This role requires strong communication, organization, and data entry skills in a healthcare/social services setting.

The position involves intake interviews, data integrity, confidentiality, and collaboration with case managers and partners to ensure smooth onboarding and service placement for clients.

Qualifications

• High school diploma or equivalent; Associate’s or Bachelor's preferred.
• Experience in intake, customer service, healthcare, or social services is a plus.
• Strong communication and interpersonal skills.
• Excellent organizational and data entry skills.
• Ability to manage multiple tasks in a fast-paced environment.
• Experience with CRM systems or case management software is a plus.
• Knowledge of HIPAA compliance is preferred.

Responsibilities

• Serve as the initial contact for new clients via phone, email, and in person.
• Conduct intake interviews and collect required documentation.
• Enter and maintain accurate client data in systems/CRM.
• Verify client eligibility and required information.
• Coordinate referrals and service placements.
• Communicate with clients, case managers, and external partners.
• Maintain confidentiality and compliance with all regulations.
• Track intake progress and follow up with clients as needed.
• Assist with administrative tasks related to client onboarding.

Skills

Strong communication

Organizational skills

Data entry

Multi-tasking

Education

High school diploma or equivalent

Associate’s or Bachelor’s preferred

Tools

CRM systems

Case management software (Casebook)

Job description

Promise Point Care LLC is seeking an Intake Specialist to serve as the first contact for clients, gather information, verify eligibility, coordinate services, and maintain records. This role requires strong communication, organization, and data entry skills in a healthcare/social services setting.

The position involves intake interviews, data integrity, confidentiality, and collaboration with case managers and partners to ensure smooth onboarding and service placement for clients.