Intake Specialist

PROMISE POINT CARE LLC; Ocean Springs (MS); On-site; USD 35,000 - 45,000; 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 based in Ocean Springs, Mississippi. This role requires an organized professional to manage client intake processes, ensuring smooth communication and accurate record-keeping. Candidates should possess strong interpersonal skills and a high school diploma, with preferred experience in healthcare or social services. Benefits include health insurance and opportunities for advancement. Join a compassionate team dedicated to supporting individuals in need.

Qualifications

• High school diploma or equivalent; Associate’s or Bachelor’s preferred.
• Previous experience in intake, customer service, healthcare, or social services preferred.
• Strong communication and interpersonal skills are essential.

Responsibilities

• Serve as the initial contact for new clients via phone, email, and in person.
• Conduct intake interviews and collect required documentation.
• Verify client eligibility and required information.

Skills

Communication skills

Organizational skills

Interpersonal skills

Data entry skills

Problem-solving abilities

Education

High school diploma or equivalent

Associate’s or Bachelor’s degree

Tools

CRM systems

Case management software

Job description

Benefits

• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development

About Us

Promise Point Care is committed to providing compassionate, high-quality support services to individuals and families. We are seeking a dedicated Intake Specialist who is organized, professional, and passionate about helping others access the services they need.

Position Summary

The Intake Specialist serves as the first point of contact for clients, ensuring a smooth and welcoming intake process. This role is responsible for gathering client information, verifying eligibility, coordinating services, and maintaining accurate records.

Key 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

Qualifications

• High school diploma or equivalent (Associate’s or Bachelor’s preferred)
• Previous experience in intake, customer service, healthcare, or social services preferred
• 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, case management software (like Casebook), or similar tools is a plus
• Knowledge of HIPAA compliance is preferred

Skills & Attributes

• Compassionate and client-focused
• Detail-oriented and accurate
• Strong problem-solving abilities
• Professional and dependable
• Ability to handle sensitive information with discretion