Intake Specialist

Cognitive Consultants LLC; Lansing (MI); Hybrid; USD 32,000 - 52,000; Full time

Job summary

Cognitive Consultants LLC is seeking an Intake Specialist to serve as the first point of contact for clients seeking services. You will screen referrals, collect and verify information, assess eligibility, and connect clients to appropriate programs while maintaining confidentiality.

Responsibilities include conducting biopsychosocial assessments, entering data into the case management system, and coordinating with internal and external partners to ensure timely access to services.

Qualifications

• High school diploma or equivalent required; associate's degree in social services, human services, or related field preferred.
• 1+ year of experience in client intake, customer service, social services, or a related setting preferred.
• Strong verbal and written communication skills.
• Basic computer skills; experience with case management or ERM systems preferred.
• Ability to handle sensitive information and maintain professional boundaries.

Responsibilities

• Screen referrals and collect/verify client information.
• Assess initial eligibility and connect clients to appropriate programs and resources.
• Conduct biopsychosocial assessments and develop individualized treatment plans.
• Triage and refer clients to internal programs or external partners; schedule follow-ups.
• Maintain client confidentiality and comply with HIPAA/GDPR as applicable.
• Prepare intake documentation and releases; communicate with probation officers regarding enrollment.

Skills

Verbal communication

Written communication

Empathy

Organizational skills

Time management

Cultural competency

Education

High school diploma

Associate's degree in social services or related field

Tools

Case management software

ERM systems

Job description

The Intake Specialist is the first point of contact for clients seeking services. Responsible for screening referrals, collecting and verifying client information, assessing initial eligibility, and connecting clients to appropriate programs and resources while maintaining confidentiality and accurate records.

Responsibilities

• Conduct comprehensive biopsychosocial assessments and develop individualized, person-centered treatment plans.
• Collect, verify, and enter demographic, financial, and case-related information into the case management system.
• Assess basic eligibility and urgency; provide information about available services and next steps.
• Triage and refer clients to appropriate internal programs or external partners; schedule follow-up appointments.
• Maintain client confidentiality and comply with relevant legal and funder requirements (HIPAA, GDPR as applicable).
• Prepare and submit intake documentation, consent forms, and necessary releases.
• Communicate with probation officers that clients are enrolled in services.

Qualifications (Required)

• High school diploma or equivalent required; associate's degree in social services, human services, or related field preferred.
• 1+ year of experience in client intake, customer service, social services, or a related setting preferred.
• Strong verbal and written communication skills.
• Basic computer skills; experience with case management or ERM systems preferred.
• Ability to handle sensitive information and maintain professional boundaries.

Desired Skills

• Empathy and active listening.
• Organizational skills and attention to detail.
• Time management and ability to prioritize.
• Cultural competency and trauma-informed approach.