Intake Specialist (930468)

Equus Workforce Solutions; Racine (WI); On-site; USD 35,000 - 55,000; Full time

Job summary

An established industry player is seeking a detail-oriented Intake Specialist to enhance client experiences in Racine. This role is pivotal in managing initial client interactions, ensuring accurate data entry, and providing exceptional customer service. You will collaborate with various departments to streamline the onboarding process while maintaining confidentiality. With a focus on professional growth, this position offers extensive learning opportunities and the chance to make a significant impact in the community. If you are passionate about helping others and thrive in a fast-paced environment, this is the perfect opportunity for you.

Qualifications

• 1-3 years of experience in intake, customer service, or related field.
• Ability to maintain confidentiality and handle sensitive information.

Responsibilities

• Conduct initial interviews with clients and perform eligibility screenings.
• Accurately enter and maintain client data in database systems.

Skills

Verbal Communication

Written Communication

Data Entry

Time Management

Problem-Solving

Education

High School Diploma

Associate's Degree

Bachelor's Degree

Tools

Microsoft Office Suite

Job description

Company Description

We help job seekers and career changers prepare for and advance in careers with a focus on sustainable, high-growth, high-demand industries. Our committed and well-trained workforce professionals deliver comprehensive workforce solutions at integrated career centers, sector-focused centers, and community and partner sites.

Job Description

We are seeking a detail-oriented and efficient Intake Specialist to join our team in Racine, United States. As an Intake Specialist, you will play a crucial role in managing the initial contact and information gathering process for our clients, ensuring a smooth and professional experience from the start. Key responsibilities include:

1. Conduct initial interviews with clients to gather essential information, assess their needs, and perform eligibility screenings for various programs or services.
2. Accurately enter and maintain client data in our database systems, ensuring all required forms and documentation are completed and organized.
3. Provide excellent customer service, addressing client inquiries and concerns promptly, and assist in scheduling appointments and follow-up communications.
4. Coordinate with other departments and external agencies to facilitate smooth client onboarding and obtain additional information when necessary.
5. Maintain confidentiality and adhere to organizational policies and procedures.
6. Generate reports and statistics related to intake activities as needed.
7. Collaborate with team members to improve intake processes and efficiency.
8. Manage and prioritize a high volume of intake cases efficiently in a fast-paced environment.
9. Perform other duties as assigned.
10. Travel as required.

Qualifications

1. High school diploma or equivalent required; Associate's or Bachelor's degree preferred, with 1-3 years of experience in intake, customer service, or related field.
2. Strong verbal and written communication skills with a customer service orientation and professional demeanor.
3. Excellent data entry skills with high attention to detail.
4. Strong time management and organizational abilities.
5. Proficiency in Microsoft Office Suite.
6. Knowledge of intake procedures and documentation.
7. Ability to maintain confidentiality and handle sensitive information.
8. Strong problem-solving skills with the ability to work independently and as part of a team.

Additional Information

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

Equus Workforce Solutions is a leading provider of workforce development services in North America. With a dedicated and passionate team, Equus puts the industry’s best practices to work by focusing on the development, design, and delivery of demand-driven workforce solutions.

When you join Equus, you can expect extensive learning opportunities and networking programs. But most of all, you can expect to make a lasting impact on the lives of others.

At Equus, we are strengthened by diversity. We are committed to providing a work environment in which everyone is included, treated fairly, and with respect. Equus Workforce Solutions is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, gender, age, pregnancy, sexual orientation, gender identity, ancestry, religion, national origin, veteran status, physical or mental disability, or reprisal or any other characteristic protected under state, federal, or local law.