Intake Screening Specialist
Intake Screening Specialist
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$ 19 - 25
1 Vacancy
Job Description
About Centria Healthcare
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Position Summary
The Intake Screening Specialist plays a crucial role in initial screening and validating critical information for the intake process at Centria. The Intake Screening Specialist is responsible for initiating contact and providing support to our clients seeking ABA therapy and diagnostic assessments. The Intake Screening Specialist leverages timely connections and customer service skills to establish initial contact and completion of the screening processes. This role requires someone who has excellent time management is results-driven and responds positively to adjustments.
Duties and Responsibilities
1. Client Intake Support
- Receive and establish initial connections with incoming clients.
- Conduct initial screening and validating critical information to move client to next appropriate stage of intake.
- Complete initial profile setup for all incoming clients.
- Obtain insurance information and complete initial Insurance Verification for clients.
- Manage a high volume of communications with new families and existing families seeking assistance.
- Follow up with all logistics-related communication from initial intake call to completed screening process.
- Categorize clients needs clarify information resolve and provide solutions or alternatives.
- Communicate statuses on all leads and referrals and report back progress in intake.
- Create and maintain accurate and confidential client files in relevant systems (e.g. SalesForce CareConnect) throughout the intake process.
- Communicate effectively with team members to ensure a coordinated and efficient workflow.
2. Projects
- Participate in major projects and the implementation of new initiatives and processes.
3. Compliance with Centrias Code of Conduct policies and procedures and Federal and State laws.
4. Responsibility to report violations of Company policies or the Code of Conduct.
Pay Range
$19.80 - $25.00 hourly
Qualifications
Education
Bachelors Degree or equivalent work in Sales and/or Healthcare
Work Experience
- 2 to 3 years of inside sales or phone-based experience
- Successful sales conversations and sales presentations experience
Equipment and Technology Requirements
- Basic computer skills
- Working knowledge of laptop/desktop PC
- Proficiency in Microsoft Suite (Word Excel)
- Proficiency in G Suite (Gmail Drive Docs Sheets Google Meet)
Other Competency Requirements
- Ability to follow written instructions
- Ability to use computers and computer/software programs
- Able to communicate expressively and receptively
Knowledge and Skills
- Proficiency in PC software especially word processing and spreadsheet programs;
- Effective communication skills both written and verbal with internal and external stakeholders;
- Ability to build rapport with team members explain complicated information in an approachable and easily understood manner effectively handle challenging phone conversations and represent the Centria brand;
- Ability to organize prioritize and handle multiple tasks adhere to established deadlines and produce work that consistently meets or exceeds team benchmarks;
- Proven adaptability with a willingness to work both collaboratively and individually to achieve desired business outcomes;
- Excellent interpersonal and listening skills;
- Aptitude for applying critical thinking and problem-solving skills;
- Demonstrated strong work ethic with attention to detail accuracy and quality;
- Established track record of generating error-free work.
Working Conditions
- Centrias office hours are Monday through Friday from 8:30 AM 6:00 PM.
- Additional time or occasional shift in schedule may be required to complete the above work or meet company objectives.
- Intake Screening Specialists have scheduled 9-hour shifts (8 working hours and a 1-hour unpaid lunch break) during our business hours which are Monday through Friday from 8:00 AM 9:00 PM EST. Your specific schedule will be communicated to you by your leader.
Physical Demands
While performing the duties of this job physical requirements such as bending reaching lifting pushing or pulling up to 30 pounds may be required. This role will require sitting most of the day as well as walking and standing periodically. This role may require close visual acuity on computer screens or monitors and the ability to analyze data and figures on a screen.
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race religion color national origin gender sexual orientation age marital status Veteran status or disability status. This job description is not intended to be an exhaustive list of qualifications skills efforts duties responsibilities or working conditions associated with the position. Centria reserves the right to amend this job description at any time with or without written notice.
Required Experience:
Unclear Seniority
Employment Type
Full Time
