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St. Paul's Senior Services
Intake SpecialistSt. Paul's Senior Services • San Diego, CA, United States
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Intake Specialist

Intake Specialist

St. Paul's Senior Services • San Diego, CA, United States
5 days ago
Job type
  • Full-time
Job description

San Diego's St. Paul's PACE program (Program of All-Inclusive Care for the Elderly). This innovative program is for individuals 55 years or older, who are living with chronic illness, or disabilities and need coordinated medical care to continue living as independently as possible in their home and community. The healthcare teams at St. Paul's PACE provide a hands-on approach coordinating medical, social, and home care services so individuals no longer need to manage their medical care alone.

Job Summary: Under the supervision of the Enrollment Manager, educates potential enrollees about St. Paul's PACE services and obtains initial screening information to help determine their eligibility for enrollment. Additionally, helps with organizing office materials and data entry into Excel.

Duties & Responsibilities:

  • Respond to all phone and online inquiries to identify how St. Paul's PACE can meet their needs
  • Be knowledgeable about St. Paul's PACE and alternatives to St. Paul's PACE
    Share the value of St. Paul's PACE services with potential enrollees passionately and frequently
  • Be knowledgeable of other services that are provided by St. Paul's Senior Services and how to transfer a caller to those services
  • Provide materials as requested by prospective enrollees
  • Answer inbound calls & emails and consistently make outbound calls with the goal of enrollment.
  • Follow department guidelines and timelines for following up with prospective enrollees
  • Log all call activity and information into a CRM or lead tracking tool (e.g., Excel)
  • Participate in sales trainings
  • Provide process improvement recommendations to other team members and leaders
  • Miscellaneous tasks given by Management Team and/or colleagues, including marketing activities and enrollment procedures
Qualifications & Requirements:
  • Education: High School Diploma
  • Experience: 2 years of work experience in a patient-facing role and working in a call center and/or working with seniors is preferred.
  • Bilingual in Spanish preferred
St. Paul's Benefits:
  • Health, dental, vision, life
  • Same day pay available!
  • Flexible Vacation Time - 17 days!
  • Paid Sick Time
  • Education reimbursement - up to $3,000 a year!
  • Qualified Public Student Loan Forgiveness (PSLF) employer
  • 403(b) with match
  • Child care available
  • Employee referral bonuses
  • Upward mobility!

You Make Us Who We Are!

At St. Paul's Senior Services, we believe a diverse workforce has driven our history of enriching the lives of senior communities in San Diego, which is why we are committed to cultivating an environment where you feel empowered, supported and respected. By valuing your unique perspective, voice, strengths, experience and background, we aim to foster a culture where you feel included and comfortable being your true self. You matter!

St. Paul's is the leading provider of caring senior services since 1960. We have locations throughout San Diego County including 5 in San Diego (Bankers Hill), 2 in Chula Vista, and 1 in El Cajon. St. Paul's strives to be the most outstanding and innovative senior home and service provider in California. We are dedicated to serving the physical, spiritual and social needs of the elderly and community, fostering a culture of diversity and inclusion within the highest quality facilities, health care and programs consistent with affordable costs.

YOU MUST BE ABLE TO CLEAR FINGERPRINTS THROUGH DOJ AND FBI IN ADDITION TO A DRUG SCREEN CLEARANCE.

To learn more about St. Paul's Senior Services, please visit

St. Paul's Senior Services is an Equal Opportunity Employer
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Intake Specialist • San Diego, CA, United States

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