Client Intake Coordinator

United States·LakewoodPart-Timemid

OtherClient Intake Coordinator

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Quick Summary

Overview

Job Summary: We are seeking a motivated and detail-oriented Client Intake Specialist to join our team. The ideal candidate will be responsible for reaching out to potential clients, guiding them through the onboarding process, verifying insurance benefits, and ensuring ongoing client satisfaction.

Key Responsibilities

Client Outreach: Reach out to potential clients via phone, email, and other communication channels to introduce services and gather preliminary information.

Technical Tools

OtherClient Intake Coordinator

Job Summary:

We are seeking a motivated and detail-oriented Client Intake Specialist to join our team. The ideal candidate will be responsible for reaching out to potential clients, guiding them through the onboarding process, verifying insurance benefits, and ensuring ongoing client satisfaction. This position requires excellent communication skills, attention to detail, and the ability to manage multiple tasks efficiently.

Key Responsibilities:

Client Outreach:

Reach out to potential clients via phone, email, and other communication channels to introduce services and gather preliminary information.

Assess the client’s needs and provide relevant information to help them make informed decisions about our services.

Schedule initial consultations or appointments as needed.

Client Onboarding:

Collect and verify required documentation from clients, including insurance information, personal details, and medical records (if applicable).

Create and maintain accurate client profiles in the system.

Guide new clients through the onboarding process, ensuring they understand the next steps and expectations.

Coordinate with relevant departments to ensure a smooth transition for clients into active service.

Insurance Benefits Verification:

Contact insurance providers to verify client coverage, eligibility, and benefits.