Intake Specialist
ACAP offers competitive pay, health (100% employer-paid premium on PPO 2500 plan), dental, and vision insurance, long-term disability, retirement, paid holidays and earned time, tuition reimbursement, and opportunities for career advancement.
ACAP is an equal opportunity employer.
POSITION SUMMARY:
Intake Specialist is responsible for assisting individuals and families in connecting to resources. This work includes intake, assessments, referring, service coordination, and follow-up. The Intake Specialist will enter data into various computer software systems, maintain customer files to include documents required for program eligibility, schedule appointments, conduct interviews with customers, and work with agency teams to provide a comprehensive approach to meeting customer needs.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
- Obtains relevant household information from customers; gathers information and records into software systems, assesses and prioritizes customer needs; identifies customer resources; builds rapport with customers.
- Identifies a network of services and resources tailored to the needs and interests of the customer; acts as a liaison between customers and referral program/agency; arranges services with other providers; assists customer(s) with completing applications for services, provides follow-up to complete application process.
- Performs data entry and maintains current knowledge of software changes and updates.
- Maintains general knowledge of program rules and regulations and follows assigned guidelines.
- Maintains records as required, assists with phone calls and visitors, answers inquiries, directs customers to appropriate personnel, schedules appointments, and returns phone messages promptly.
- Provides assistance to team members as needed.
NON-ESSENTIAL DUTIES AND RESPONSIBILITIES:
Performs additional duties as assigned.