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Intake Specialist

Home Care Assistance of Dallas, TX • Dallas, TX

Posted 7 days ago

Job Snapshot

Travel - None
Experience - 3 to 10 years
Degree - High School
Healthcare - Health Services, Hospitality, Sales - Marketing
Admin - Clerical, Customer Service, General Business

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Job Description

If you are looking for a company to grow with and that can grow with you then you found us!!


What we offer as a company:

  • Call a doc / Tell a doc

  • Continuing Training
  • Competitive Pay
  • Workers Comp

Duties can include:

·  Answers incoming calls and promotes agency mission; services; establishes correct direction of calls to other office personnel.

·  Updates website.  Manages media and mass emails.  Manages Prospect database.

·  Answers intake calls to set in-home care consultations for care managers and update ClearCare system with prospect information and lead source.

·  Follows up on prospect calls

·  Obtains information required to complete and initiate the in-home assessments

·  Prepares Client packets and referral source packets as directed

·  Perform data entry and scan documents

·  Assists with returning calls, providing accurate responses to clients and employees

·  Researches returned mail for current addresses

·  Assists in resolving any administrative issues

·  Maintains office supplies including break room and toiletries

·  Maintains promotional literature bookshelf and supplies

·  Run company errands such as supplies and care notes from client's homes

·  Acts as liaison for customer service and other outside entities as required

·  Collaborates with other departments within the organization.

·  Collaborates with other departments and serves as a liaison to improve communication and customer service

·  Other duties as assigned

About this position:

The lntake Specialist is the first contact with our clients, prospects and referral sources via phone calls and visits to the office. This is a multi-task position which may include completing with effectiveness enhanced customer service to multiple individuals at one time including over the phone. This position includes obtaining the needed information from the prospect with enhanced empathy and knowledge base of the agency services and best practices. This position would be responsible for setting assessment appointment for our client care staff  in prospective client homes. This position will also be responsible for phone triage and accurate phone messages and clerical duties for client records.

Job Requirements

The candidate must have excellent communication and customer service skills.  Must have excellent computer skills.  Minimum 3 years Office experience preferred.


  • High School Graduate or equivalent
  • OUT GOING PERSONALITY!!                 

Working with us you will be working for a team that is truly interested in you, and will treat you like family!

We look forward to speaking with you soon!

To apply:

Please fill out our company application at

If you are unable to apply online, please:
Quick apply by clicking "APPLY NOW"
Call our office at 214-363-3400 to schedule a time to fill out the application in our office!

Possible keywords for this job are:
Customer Service, Administrative Assistant, Receptionist, Secretary, Computer Skills

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