Intake Specialist (800144)
Core
Initiates and maintains customer program files, verifies eligibility for government programs, and coordinates social service activities.
Role type
Intake Specialist
Builds
Customer program files and enrollment records
Domain
Social services / Workforce development
Deliverable
client delivery
Required skills
data entry, eligibility verification, appointment scheduling, report preparation, community resource coordination
Preferred skills
workshop facilitation, difficult customer management
Technologies
database systems
Responsibilities
Initiates and maintains customer program files; conducts preliminary meetings to verify eligibility; schedules appointments and follows up on no-shows; enters and reconciles data; prepares compliance reports; advises clients on program requirements; answers public inquiries; coordinates social service activities with external resources.
Seniority
Entry-level, hands-on IC