Intake Specialist

This is a fully remote position, open to applicants in South Africa.

📋 Description

• Promptly and efficiently contact new referrals, ideally within the established response time targets.

• Assist families through the onboarding and intake process, from the moment of referral to the initiation of services.

• Deliver outstanding customer service and support throughout the entire intake journey.

• Maintain accurate and comprehensive client records and documentation.

• Collaborate with staffing, scheduling, and case management teams to ensure successful onboarding.

• Monitor referral progress and confirm that all intake requirements are fulfilled.

• Follow up with families regarding documentation, appointments, and onboarding necessities.

• Uphold confidentiality and adhere to healthcare documentation standards.

• Assist with intake reporting and administrative workflows.

• Ensure a positive experience for families while achieving productivity and performance goals.

⛳️ Requirements

• A Bachelor’s degree (BA/BS) is highly preferred.

• Prior experience in customer service, intake coordination, healthcare administration, client onboarding, or administrative support is preferred.

• Strong empathy and communication skills are essential.

• Excellent organizational and time-management skills are required.

• A keen attention to detail and accuracy in documentation is necessary.

• Capability to thrive in a fast-paced environment is required.

• Independent problem-solving skills are essential.

• Ability to manage multiple cases and priorities simultaneously is required.

• A professional and compassionate communication style is necessary.

• Proficiency in Spanish is preferred.

• Experience in healthcare, ABA services, behavioral health, or client-facing environments is preferred.

• Familiarity with CRM systems, Microsoft Office, and Google Workspace is preferred.

• Ability to work independently in a remote setting is required.

• A reliable internet connection and an appropriate home office setup are necessary.

🏝️ Benefits

• Comfortable working U.S. hours.

• Opportunity to work remotely from home.