Demo

Intake Specialist

GUIDANCE CENTER OF LEA COUNTY
Hobbs, NM Full Time
POSTED ON 2/2/2025
AVAILABLE BEFORE 5/1/2025

Job Description

Job Description

DESCRIPTION

The Intake Specialist is responsible for receiving and processing incoming client requests, managing client relationships, and maintaining a comprehensive database. The Intake Specialist will work closely with multiple departments to ensure that all clients receive the highest level of customer service throughout the intake process.

DUTIES AND RESPONSIBILITIES

  • Welcome clients and check them in.
  • Answer multi-line phone system and direct calls appropriately.
  • Act as the first point of contact for incoming client requests and support them in completing intake forms and documents.
  • Gather information from clients in a clear, concise, and confidential way.
  • Assess client needs and determine the most appropriate level of service.
  • Verify client insurance eligibility.
  • Lock reception area and forward phones at the end of day.
  • Confirm counseling appointments and update as necessary.
  • Collection of fees from clients; balance receipts.
  • Ensure that all billing and recording functions are conducted in compliance with all ethical and legal standards.
  • Assist with office procedures and other duties as assigned by the Supervisor and / or Chief Executive Officer (CEO).

QUALIFICATIONS REQUIRED

Skills / Abilities

  • Personality and demeanor to assist clients in a high stress environment.
  • Basic office skills such as typing and filing.
  • Good organizational skills.
  • Working knowledge of Microsoft Word and Excel.
  • Bilingual (English / Spanish) preferred but not required.
  • Education and Experience

  • High school graduate or equivalent is required.
  • Prior experience as an intake specialist or in a similar customer services role is preferred.
  • Graduate of a certified medical office training course is preferred.
  • LEVEL AND DEGREE OF SUPERVISION

    Supervised by the Administrative Office Manager. Supervision to include personal supervision and participation in general staff meetings and team meetings.

    CONDITIONS OF WORK

    Hiring and promotion will be accomplished in compliance with the GCLC's Affirmative Action Policy. This position is non-exempt under the Fair Labor Standards Act. Overtime (time and ½) will be paid for hours worked in excess of 40 hours per week. This position requires 40 hours per week, generally Monday through Friday. Hours or days may vary according to need. Travel is required of employees for delivery of services, training, or conferences. Personal transportation is mandatory.

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