Intake Specialist: Caring Client Intake & Care Coordination

Care Partners; Irvine (CA); Hybrid; USD 52,000 - 68,000; Full time

Benefits offered by this job

Medical, dental, vision

401k with employer matching

PTO 3 weeks

Six holidays

Dog-friendly office

Job summary

Care Partners At Home is seeking an Intake Specialist to serve as the primary contact for new clients and families. You will assess needs, coordinate with Regional Centers and Cal AIM, and help design personalized care plans with our care teams.

You will maintain CRM records, ensure regulatory compliance, and collaborate with management to improve intake processes while fostering compassionate, professional service. Growth and team support are emphasized.

Qualifications

• Experience in intake coordination, case management, or related roles.
• Excellent interpersonal and communication skills with compassion.
• Proficiency with computer systems including Office, CRM, and web apps.
• Ability to pass a federal background check and have a valid driver's license.

Responsibilities

• Serve as primary contact for new clients and families; assess needs and preferences.
• Collaborate with regional centers, Cal AIM, caregivers, and internal teams to design care plans.
• Maintain accurate records in the CRM and ensure regulatory compliance.
• Partner with management to streamline intake processes and improve service quality.

Skills

Interpersonal skills

Communication skills

Compassionate demeanor

Background screen clearance

Driver's license

Auto insurance

Education

Experience in intake coordination

Tools

Microsoft Office

CRM platforms

Job description

Care Partners At Home is seeking an Intake Specialist to serve as the primary contact for new clients and families. You will assess needs, coordinate with Regional Centers and Cal AIM, and help design personalized care plans with our care teams.

You will maintain CRM records, ensure regulatory compliance, and collaborate with management to improve intake processes while fostering compassionate, professional service. Growth and team support are emphasized.