Intake Specialist Responsibilities 

• Serve as the first point of contact for prospective clients via phone, email, and online platforms.
• Conduct detailed intake interviews to collect required personal, legal, or medical information, depending on client needs.
• Accurately document all client information in our intake management system, maintaining data privacy and confidentiality.
• Evaluate client inquiries to determine eligibility or next steps and route cases to appropriate departments or professionals.
• Provide clear and empathetic information about our services, process, timelines, and address any client questions.
• Coordinate follow-ups and ensure timely communication between clients and team members.
• Handle sensitive or urgent situations calmly and professionally; escalate complex issues as needed.
• Support administrative tasks related to intake, including appointment scheduling, file creation, and record maintenance.

Intake Specialist Qualifications – Skills, Experience, and Requirements

• High school diploma or equivalent; associate’s degree or higher in a relevant field (such as social work, legal studies, or healthcare) is preferred.
• 1+ years of experience in client service, intake, call center, administrative, or related roles.
• Strong interpersonal, written, and verbal communication skills.
• High level of organization, time management, and multi-tasking abilities.
• Demonstrate experience in handling confidential information with professionalism and discretion.
• Proficiency with office software (Microsoft Office, Google Workspace) and learning new digital tools quickly.
• Capacity to remain compassionate, patient, and solution-oriented in all client interactions.
• Bilingual skills are a plus.