Intake Associate (Remote - CST)

$37,440 - $37,440/Yr

Learn Behavioral - Green Bay, WI

Full-time

Remote - Green Bay, WI

About the position

The Intake Associate at LEARN Behavioral plays a crucial role in guiding families through the intake process for services related to autism and other special needs. This remote position requires collaboration with internal team members to ensure optimal service delivery, while also serving as the primary point of contact for new client referrals. The role is essential in facilitating communication between families and the organization, ensuring that all necessary information is collected and processed efficiently.

Responsibilities

• Serve as the point of contact for new client referrals and guide families through the intake process
• Identify key information for each potential client and work closely with clinical directors and authorizations coordinators to determine eligibility for services
• Obtain insurance benefit information by contacting the funding source and assist families with understanding their plan details
• Collaborate effectively with cross-functional team members (i.e., Authorizations, Clinical, and Scheduling)
• Enter referral information into all required databases and systems regularly
• Engage prospective clients to complete all necessary paperwork required to commence services and follow-up to provide support
• Follow all standard operating procedures related to the intake of new clients, as directed by team lead, manager and director
• Answer and transfer incoming calls and messages as needed
• Electronically file documents such as client reports and save to the appropriate, corresponding file
• Additional responsibilities as requested by Intake/Clinical/Authorizations

Requirements

• High School Diploma required
• Minimum of 2 years prior administrative experience in an office setting
• Excellent upbeat telephone skills and ability to handle multiple incoming phone lines
• Exceptional customer service and communication skills
• Strong software proficiency with Microsoft Office Suite (Word, Excel, and Outlook)
• Ability to quickly learn new software programs as needed
• Proven ability to multi-task, prioritize and organize effectively
• Strong attention to detail, accuracy, and follow-through

Nice-to-haves

• Spanish bilingual highly preferred

Benefits

• 401(k)
• personal time off
• paid holidays
• tuition reimbursement