What are the responsibilities and job description for the Client Intake Specialist position at SE Health Consulting?
Client Intake Representative
SE Health Consulting | West Palm Beach, FL
SE Health – Health Made Super Easy
Paid Training | Entry Level | Career Advancement
Ready to turn your communication skills and attention to detail into a rewarding professional career?
SE Health Consulting is expanding our team in West Palm Beach and seeking motivated individuals who are excited to assist prospective clients, gather important information, coordinate initial inquiries, and help create a smooth and professional client onboarding experience.
No previous client intake experience is required. We're looking for individuals with strong communication skills, a professional attitude, and the willingness to learn in a supportive team environment.
Key Responsibilities
- Serve as an initial point of contact for prospective clients and respond to incoming inquiries professionally.
- Gather and document client information accurately to support the intake process.
- Explain company services and provide general information to help clients understand the next steps.
- Ask appropriate questions to understand client needs and direct inquiries to the appropriate team members.
- Schedule consultations, coordinate follow-ups, and help maintain an organized intake process.
- Review submitted information for completeness and follow up when additional details are needed.
- Maintain accurate client records and update internal systems in accordance with company procedures.
- Communicate with internal departments to support timely responses and a positive client experience.
- Handle client information professionally and follow applicable privacy and confidentiality policies.
- Participate in ongoing training and professional development.
Ideal Qualifications
- Strong verbal and written communication skills.
- Professional, approachable, and customer-focused attitude.
- Excellent organizational skills and attention to detail.
- Comfortable speaking with clients, asking questions, and gathering information.
- Ability to manage multiple inquiries and prioritize tasks effectively.
- Dependable, punctual, and committed to maintaining accurate records.
- Respect for client privacy and confidential information.
- Positive attitude and willingness to accept coaching.
- Previous experience in customer service, reception, administrative support, or client intake is helpful but not required.
What We Offer
- Paid Training
- Weekly Pay
- Bonuses Paid Quarterly, Monthly, and Annually
- Career Advancement Pathways
- Professional Mentorship
- Leadership Development
- Team Recognition Programs
- Supportive Workplace Culture
- Team Events and Celebrations
Location: West Palm Beach, FL
Work Environment: In-Office
Your Future Starts Here!
Join SE Health Consulting and build valuable professional experience in client communication, information coordination, and customer service. Help create a positive first impression for prospective clients while developing the organizational and interpersonal skills needed to grow within a professional team environment.
SE Health – Health Made Super Easy
“Making Healthcare Simple. Making a Difference That Matters.”
Pay: $82,000.00 - $97,000.00 per year
Benefits:
- Free parking
- Health insurance
- Opportunities for advancement
- Paid sick time
- Paid time off
- Professional development assistance
Work Location: In person
Salary : $82,000 - $97,000