Pre-Screen Specialist

Job Summary:

The Pre-Screen Specialist performs pre-screenings for potential clients, manages follow-up caseloads, and provides education on services to convert referrals into starts of care. Maintains accurate documentation and meets key performance metrics to support Consumer goals.

Supervisory Responsibilities:

• None

Responsibilities:

• Meet Pre-Screen conversion and start of care goals and other Key Performance Metrics as identified by the department Manager.


• Manage Pre-Screen follow-up case load according to follow-up protocol.


• Prioritize follow-up requests from families, potential clients, and referral sources with timely responses.


• Thoroughly and accurately complete Salesforce documentation according to protocol.


• Educate potential clients/families on the benefit and process.


• Attend departmental and company meetings, training, and in-office days as scheduled.


• Send Signature Packet to potential clients upon conversion to Intake according to protocol and complete required documentation.


• Other duties as assigned.

Required Skills/Abilities:

• Excellent verbal and written communication skills.


• Excellent interpersonal and customer service skills.


• Excellent sales and customer service skills.


• Excellent organizational skills and attention to detail.


• Excellent time management skills with a proven ability to meet deadlines.


• Strong math, analytical, and problem-solving skills.


• Ability to prioritize tasks and manage caseload efficiently.


• Ability to function well in a high-paced and at times, stressful environment.


• Proficient with Google Workspace, Salesforce or related software.

Qualifications:

• High school diploma or equivalent.


• At least two years related experience required.


• Related college degree preferred.

Physical Requirements:

• Prolonged periods of sitting at a desk and working on a computer.


• Must be able to lift up to 15 pounds at times.


• Must be able to drive to or arrange for transportation for all in-office days, training, and meetings as scheduled by Management.