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Intake Specialist

PROMISE POINT CARE LLC

Ocean Springs, MS

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JOB DETAILS
SKILLS
Administrative Skills, Case Management, Communication Skills, Community and Social Services, Customer Relations, Customer Relationship Management (CRM), Customer Relationship Management (CRM) Systems, Customer Support/Service, Customer/Client Research, Data Entry, Data Quality, Detail Oriented, Develop and Maintain Customers, HIPAA (Health Insurance Portability and Accountability Act), Health Insurance, Healthcare, High School Diploma, Interpersonal Skills, Maintain Compliance, Multitasking, Onboarding, Organizational Skills, Problem Solving Skills, Record Keeping, Regulatory Compliance, Social Work, Training/Teaching
LOCATION
Ocean Springs, MS
POSTED
30+ days ago
Benefits:
  • Health insurance
  • Opportunity for advancement
  • Paid time off
  • Training & development

About Us


Promise Point Care is committed to providing compassionate, high-quality support services to individuals and families. We are seeking a dedicated Intake Specialist who is organized, professional, and passionate about helping others access the services they need.


Position Summary


The Intake Specialist serves as the first point of contact for clients, ensuring a smooth and welcoming intake process. This role is responsible for gathering client information, verifying eligibility, coordinating services, and maintaining accurate records.


Key Responsibilities


  •  Serve as the initial contact for new clients via phone, email, and in person 
  •  Conduct intake interviews and collect required documentation 
  •  Enter and maintain accurate client data in systems/CRM 
  •  Verify client eligibility and required information 
  •  Coordinate referrals and service placements 
  •  Communicate with clients, case managers, and external partners 
  •  Maintain confidentiality and compliance with all regulations 
  •  Track intake progress and follow up with clients as needed 
  •  Assist with administrative tasks related to client onboarding 
Qualifications


  •  High school diploma or equivalent (Associate’s or Bachelor’s preferred) 
  •  Previous experience in intake, customer service, healthcare, or social services preferred 
  •  Strong communication and interpersonal skills 
  •  Excellent organizational and data entry skills 
  •  Ability to manage multiple tasks in a fast-paced environment 
  •  Experience with CRM systems, case management software (like Casebook), or similar tools is a plus 
  •  Knowledge of HIPAA compliance is preferred 
Skills & Attributes


  •  Compassionate and client-focused 
  •  Detail-oriented and accurate 
  •  Strong problem-solving abilities 
  •  Professional and dependable 
  •  Ability to handle sensitive information with discretion 

About the Company

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PROMISE POINT CARE LLC