Intake Specialist

Intake Specialist

Job Status: Full-Time

Job Classification: Exempt Salary

Reports To: Senior Client Advocate

The Intake Specialist is the first point of contact for all client interactions for Bluffton Self Help – in-person, online and via phone. The Intake Specialist helps our client’s navigate the intake process, assembles the necessary forms and supporting documents and connects our client’s to the necessary programs, services, and case manager they may need to support their path to success. As the face of BSH in The Resource Hub, the Intake Specialist is well-versed in all of BSH’s programs and services and acts as one of the case management system administrators.

Key Responsibilities: 

  • Reflect the agency’s mission and values in professional style and personal actions.
  • Responsible for managing the day to day operations of The Resource Hub.
  • Provide support to the client advocate team and intake volunteers.
  • Maintain knowledge of current (and changing) programs and services.
  • Applies strategic thinking for role; anticipates and/or identifies problems and opportunities for our clients and our team.
  • Collaboratively working with Senior Client Advocate and the basic needs team to carry out tasks and strategic goals
  • Review all incoming Universal Intake forms, answer all general and new client calls.
  • Receiving and calling potential clients, supporting them with the intake process which can include paperwork, releases, and support with scheduling.
  • Maintain and develop proficiency in utilizing BSH’s case management system, Caseworthy, and training protocol for new users.
  • Provide training and ongoing support to volunteers in the Resource Hub.
  • Knowledge in or willingness to learn how to check client’s eligibility, and obtaining proper verification or prior authorizations.
  • Knowledge and understanding of partner agencies and the collaborative role they play in BSH’s mission.
  • Tasks as assigned in a growing organization.
  • Complete projects as assigned by CEO involving data collection and/or analysis.

Qualifications: 

  • The ideal candidate has client intake experience in a non-profit organization.
  • Minimum five years of client-facing experience.
  • Degree in social work, human services, or related field.
  • An understanding of and passion for Bluffton Self Help’s mission and vision.
  • Proficient in Microsoft Office and database applications.
  • A track record in effective project management.
  • Effective leadership to staff, volunteers and donors.
  • Must possess strong project management skills, interpersonal skills, and positive relationship building internally and externally.
  • Must have a high level of work ethic, urgency and transparency.

Work Environment: 

This job operates in an office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets, etc.

Position Type and Expected Hours of Work: 

This is a full-time position. Typical days and hours of work are Monday and Wednesday, 10 a.m. – 6 p.m. and Tuesday, Thursday, Friday, 8:30 a.m. to 4:30 p.m.

Bluffton Self Help is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Apply be emailing your resume and cover letter to Barbara Bowers at barbara@blufftonselfhelp.org