Intake Specialist

Job Description

Description

Job Summary :

We are seeking a detail-oriented and compassionate Intake Specialist / Care Manager to serve as the first point of contact for individuals, typically older adults, seeking subsidized services. This dual-role position involves conducting initial assessments, gathering essential client information, connecting individuals to appropriate services or programs, and providing ongoing care management to support clients’ well-being and independence.

The ideal candidate will possess strong interpersonal and organizational skills, a foundational knowledge of human services systems, and a passion for assisting individuals in navigating complex service landscapes. An Associate of Arts (AA) in Human Services is required, along with a genuine commitment to supporting individuals in need.

Key Responsibilities :

Intake Responsibilities :

• Serve as the first contact for incoming clients via phone, email, or in-person visits.
• Conduct intake interviews to assess client needs, eligibility, and urgency of services.
• Collect and accurately document demographic and case information into the agency’s database.
• Explain available programs and services clearly and compassionately.
• Make appropriate internal referrals based on the client’s needs.
• Support clients in completing required forms and documentation.
• Monitor follow-ups for incomplete intakes or additional documentation.

Care Management Responsibilities (

Requirements

Qualifications :