Intake Coordinator

The Intake Coordinator works cross-functionally within the Member Engagement and Community Partnerships departments. Serving as a primary point of contact for prospective members and referral sources, they also guide new members through the process of beginning services. This role is responsible for managing the intake process from initial inquiry through service initiation, ensuring a smooth, timely, and compassionate onboarding experience. The Intake Coordinator gathers member and caregiver information, verifies eligibility, educates potential members about the programs, and collaborates with internal teams to convert referrals to admissions. 

Key Responsibilities:

• Respond promptly to incoming inquiries from clients, families, and referral sources via phone, email, and in-person communication
• Conduct initial intake screenings to gather client demographics, service needs, preferences, and schedules
• Explain available non-medical personal care services clearly and professionally
• Verify service eligibility
• Maintain accurate and up-to-date client notes in company software
• Collaborate  with HR and care coordination teams to ensure timely start of services
• Track referral progress of each lead
• Follow up with prospective clients and care coordinators to convert referrals into admissions
• Ensure compliance with company policies, state regulations, and documentation standards
• Maintain positive relationships with referral partners and community organizations

• High school diploma or equivalent required; associate or bachelor’s degree preferred
• 1–3  years of experience in customer service, intake coordination, healthcare, or home care setting preferred
• Strong communication and interpersonal skills
• Excellent organizational and multitasking abilities
• Proficiency in Microsoft Office and/or client management software
• Ability to handle sensitive information with confidentiality and professionalism
• Compassionate, patient-focused approach with strong problem-solving skills

Preferred Skills:

• Experience in home care, senior services, or social services
• Knowledge of non-medical personal care services and community resources
• Bilingual (Spanish)