Intake & Data Specialist

Description

Location: Onsite (reliable transportation required)

Schedule: Full-time | Flexible lunch hours | Paid holidays

About Us

We are a busy nonprofit organization committed to supporting our community by providing accessible, client-centered services. Our Intake Team is often the first point of contact for individuals seeking help. We are looking for a compassionate, detail-oriented Intake Specialist who thrives in a fast-paced environment, loves working with people, and takes pride in ensuring both accurate data collection and a positive client experience.

Key Responsibilities

• Greet and assist referrals, walk-ins, and first-time appointments with professionalism and warmth.
• Collect and record client demographic information accurately in the system.
• Verify insurance eligibility and assist clients with required paperwork.
• Process Releases of Information (ROIs) in compliance with confidentiality standards.
• Schedule client appointments and coordinate with providers as needed.
• Provide excellent customer service by being pleasant, patient, and people oriented.
• Assist clients in navigating services, answering questions, and addressing concerns.
• Manage difficult or irate customers with empathy, patience, and professionalism.
• Maintain focus on data accuracy, confidentiality, and client satisfaction.

Work Environment & Benefits

• Onsite position in a supportive, mission-driven nonprofit organization.
• Paid holidays and supportive team culture.
• Opportunities for growth and training in client services and data management.

Ideal Candidate

The ideal Intake Specialist is a person who is approachable, empathetic, and always ready to assist. They are comfortable juggling multiple priorities and remain calm under pressure. If you are approachable, empathetic, and ready to support both data accuracy and client satisfaction, we encourage you to apply.

Requirements

• Bachelor’s degree preferred; will consider some college coursework in healthcare, or administration.
• Previous experience in customer service, healthcare intake, or nonprofit services strongly preferred.
• Excellent interpersonal and communication skills—ability to connect with people from diverse backgrounds.
• Strong attention to detail and data accuracy.
• Ability to calmly handle high-volume interactions in a fast-paced office environment.
• Patient, adaptable, and solution-focused when assisting clients.
• Reliable in-office presence with dependable transportation.
• Proficiency in basic computer applications, Word, Excel, scheduling systems.
• Prior experience with EHR applications is a plus.