Intake Specialist

Care Partners; Irvine (CA); Hybrid; USD 55,000 - 70,000; Full time

Benefits offered by this job

Medical, dental, vision benefits

401(k) with employer matching

PTO 3 weeks + 6 holidays

Job summary

Care Partners At Home is hiring an Intake Specialist to serve as the primary contact for new clients and families, conducting thorough intake assessments and coordinating with internal teams to design personalized care plans.

The role requires exceptional communication, professional demeanor, and proficiency with CRM systems and Microsoft Office. A valid driver’s license and background clearance are required, with a patient‑focused mindset and passion for quality home care.

Qualifications

• Experience in intake coordination, case management, or a related role.
• Exceptional interpersonal and communication skills, with a compassionate and professional demeanor.
• Proficiency in computer systems, including Microsoft Office, CRM platforms, and internet-based applications.
• Ability to pass a federal background screen.
• Valid driver’s license and proof of current auto insurance.

Responsibilities

• Client Intake and Coordination: Serve as the primary point of contact for new clients and their families. Conduct thorough intake assessments to identify client needs and preferences. Collaborate with Regional Centers, Cal AIM, caregivers, and internal teams to design and implement personalized care plans.
• Documentation and Compliance: Maintain accurate records and documentation in our CRM system. Ensure all intake processes comply with state regulations and Regional Center and or Cal AIM requirements.
• Relationship Building: Develop and maintain positive relationships with clients, families, and Regional Center and or Cal AIM representatives. Act as a trusted resource and advocate for families navigating the services system.
• Team Collaboration: Work closely with the Management and Operations teams to streamline processes and ensure high-quality service delivery. Provide feedback and recommendations to enhance the client intake experience.

Skills

Intake coordination

Interpersonal skills

CRM proficiency

Microsoft Office

Background check

Tools

CRM platforms

Microsoft Office

Job description

• Medical, Dental, Vision, 401k with employer matching, Voluntary Life, Flex-Spending Account Options Savings
• Generous PTO Plan (3 weeks) and encouragement to USE IT!
• 6 holidays
• Grow & Shine: Work alongside healthcare professionals who mentor and support your career growth.
• Open Doors, Open Minds: Transparent leadership that listens and values your voice.
• Work-Life Bliss: Team outings, company events, and a commitment to putting you first.
• An Office That Feels Like Home: Modern, welcoming, and dog-friendly (as long as Fido’s well-behaved!).

About Us:

At Care Partners At Home, we believe in making a meaningful difference in the lives of our clients and their families by providing compassionate, reliable, and personalized care services. We are a trusted leader in the home care industry, dedicated to creating an environment where clients feel supported, caregivers feel valued, and our team members thrive.

Our mission is simple: to deliver exceptional care with heart. We pride ourselves on fostering a culture of collaboration, innovation, and professional growth. Whether it's empowering our caregivers, ensuring the highest standards of service for our clients, or supporting our team behind the scenes, we are united by our commitment to making care personal.

When you join Care Partners At Home, we value your talents, invests in your growth, and appreciates the work you do to make a real impact.

If you’re looking for a rewarding career where you can grow, feel supported, and truly make a difference, Care Partners At Home is the place for you!

Intake Specialist Requirements:

EDUCATION AND EXPERIENCE

• Experience in intake coordination, case management, or a related role.
• Exceptional interpersonal and communication skills, with a compassionate and professional demeanor.
• Proficiency in computer systems, including Microsoft Office, CRM platforms, and internet-based applications.
• Ability to pass a federal background screen.
• Valid driver’s license and proof of current auto insurance.

Essential Functions:

• Client Intake and Coordination:Serve as the primary point of contact for new clients and their families.Conduct thorough intake assessments to identify client needs and preferences. Collaborate with Regional Centers, Cal AIM, caregivers, and internal teams to design and implement personalized care plans.
• Documentation and Compliance:Maintain accurate records and documentation in our CRM system.Ensure all intake processes comply with state regulations and Regional Center and or Cal AIM requirements.
• Relationship Building:Develop and maintain positive relationships with clients, families, and Regional Center and or Cal AIM representatives.Act as a trusted resource and advocate for families navigating theservices system.
• Team Collaboration:Work closely with the Management and Operations teams to streamline processes and ensure high-quality service delivery.Provide feedback and recommendations to enhance the client intake experience.

Additional Information

All your information will be kept confidential according to EEO guidelines.