Overview
The role of the Intake Specialist is to be the first point of contact with potential patients/clients. Providing exceptional customer service and guidance to the parents of newly diagnosed patients helping put the family at ease and walking them through the process from the initial call to start of care.
Responsibilities
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Provide basic screening of potential clients and determine if InBloom can provide services.
• Conduct basic office tasks such as processing paperwork for new clients.
• Obtains pertinent information from new clients by asking them to complete surveys or interviews courteously and professionally.
• Answers and screens inquiry calls and emails from prospective clients.
• Enter client information and completes steps in a Customer Relationship Management (CRM) system such as Salesforce
• Ensures that all admission forms are properly signed and filed.
• Communicates with other team members constructively to reduce conflict and enhance the resolution of issues.
• Respect's client or patient dignity and confidentiality.
• Understand and communicate insurance benefits and eligibility to prospective clients.
• Performs other related duties as assigned.

Supervisory responsibilities

• None

Qualifications

• High School Diploma or equivalent.
• Demonstrates the ability to use standard office equipment such as telephones, computers, copiers, fax machines and others.
• Displays the ability to communicate with others effectively, listen closely and convey points clearly.
• Shows proficiency with computer programs which may include Microsoft Word, Excel, PowerPoint, Outlook, SalesForce, and others.
• Demonstrates excellent customer service skills and the ability to calm patients or clients who may be distraught.
• Shows the ability to calm frustrated clients quickly and make decisions based upon anticipated outcomes.
• Possesses the ability to adjust to constantly changing workloads.
• Strong Written and Communication skills
• Ability to multitask and has exceptional organizational skills
• Ability to communicate and coordinate between departments.

Work environment

• Noise Level is moderate to loud

Physical demands

• Prolonged periods of sitting at a desk and working on a computer.
• Must be able to lift 15 pounds at times.

Travel required

• None.

Affirmative Action/EEO statement
InBloom Autism Services provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
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