Intake Specialist - Transform Youth Services with Benefits

Talentify; Austin (TX); On-site; USD 47,000 - 64,000; Full time

Benefits offered by this job

Paid time off

Paid holidays

Health insurance (premier plan)

HSA contribution

Retirement plan with match

Job summary

LifeWorks in Austin, TX is hiring an Intake Specialist to join the Centralized Intake team. This full-time, non-exempt role delivers compassionate client service, handles referrals, and coordinates program enrollments both in person and by phone.

You will work with a multidisciplinary team, adhere to HIPAA, manage data entry, and ensure timely scheduling of appointments. A Bachelor’s degree and customer service experience are preferred; benefits include PTO, holidays, medical plans, and

Qualifications

• Requires a Bachelor’s degree in behavioral science or a related field.
• Requires 1 year of related experience in customer service or call center experience; or
• Equivalent combination of education and experience.
• Proficient with Microsoft products, preferably including Outlook, TEAMS, and Dynamics 365.
• Preferred experience working with Customer Relationship Management software.

Responsibilities

• Delivers excellent customer service by collaborating with fellow Intake Specialists to complete client intakes and program enrollments both in-person and over the phone.
• Provides accurate and timely information and resource referrals to clients and incoming callers, connecting them with internal services and community partners.
• Applies crisis call management techniques and established safety protocols, referring callers to internal clinical resources or external emergency psychiatric services when appropriate.
• Fulfills mandated reporting requirements by promptly reporting concerns to Child Protective Services and Adult Protective Services in compliance with state laws and regulations regarding mandatory reporting.
• Coordinates with clients and contract service providers to verify health insurance coverage for counseling services.
• Schedules initial client appointments for most appointment-based programs within the Agency, ensuring timely and client-focused coordination.
• Engages clients through text, email and phone to facilitate intake completion and respond to requests in a timely manner.
• Provides on-site coverage for walk-in clients, including homeless youth accessing the Youth Resource Center drop-in center.
• Ensures smooth transition between intake and program staff, facilitating warm handoffs when possible.
• Accurately enters data into a Federal & County Housing Database within required timeframes.
• Maintains client information and confidential client files in accordance with HIPAA Compliance and organizational standards.
• Uses trauma-informed, supportive communication to build rapport, reduce client anxiety, and sensitively navigate highly personal questions.
• Adapts to changes in policies, procedures, and program eligibility requirements with flexibility and willingness to adjust workflows.
• Participates in continuous learning and improvement by adopting new tasks, supporting team initiatives, and implementing best practices.
• Efficiently enters data into the Agency Database while maintaining accuracy and compliance with Agency and funder requirements.
• Manages client flow during high-volume periods or staffing shortages to maintain smooth operations.
• Communicates clearly with diverse client populations, including coordinating interpreter services for clients that speak languages other than English or Spanish.
• Other duties as assigned.

Skills

Client Focus

Collaboration

Diversity & Inclusion

Learning Agility

Trust Building

Action Oriented

Education

Bachelor’s degree in behavioral science or related field

Tools

Outlook

Teams

Dynamics 365

CRM software

Job description

LifeWorks in Austin, TX is hiring an Intake Specialist to join the Centralized Intake team. This full-time, non-exempt role delivers compassionate client service, handles referrals, and coordinates program enrollments both in person and by phone.

You will work with a multidisciplinary team, adhere to HIPAA, manage data entry, and ensure timely scheduling of appointments. A Bachelor’s degree and customer service experience are preferred; benefits include PTO, holidays, medical plans, and