Intake Coordinator

5 days ago


Fresno, California, United States Jobot Full time
Job Title: Intake Coordinator

We are seeking a highly organized and detail-oriented Intake Coordinator to join our dynamic team at Jobot. As the first point of contact for our clients, you will be responsible for coordinating all client intakes and referrals, providing a warm and professional welcome to all clients.

Key Responsibilities:
  • Serve as the first point of contact for all client intakes and referrals, providing exceptional customer service and ensuring a smooth and efficient experience.
  • Operate a multi-line phone system, answering all incoming calls promptly and professionally, and accurately record and update client information in our Electronic Records Management (ERM) system.
  • Coordinate with internal teams to ensure seamless client intake and referral processes, maintaining strict client confidentiality in accordance with company policies and regulations.
  • Handle all client inquiries and concerns promptly and professionally, escalating issues to management as necessary, and continually monitor and update intake and referral processes to ensure efficiency and effectiveness.
  • Assist in the training of new staff on intake and referral processes, and participate in regular team meetings, providing updates and feedback on intake and referral processes.
Requirements:
  • Minimum of 2+ years of experience in a similar role, with a focus on intake coordination and multi-line phone system operation.
  • Demonstrated experience with Electronic Records Management (ERM) systems.
  • Exceptional communication and interpersonal skills, with a strong ability to build rapport with clients.
  • Excellent organizational and multitasking abilities, with a strong attention to detail.
  • Proven ability to handle sensitive client information with strict confidentiality.
  • Strong problem-solving skills, with a proactive approach to identifying and resolving issues.
  • Ability to work well in a team-oriented environment, contributing to a positive and supportive workplace culture.
  • Proficiency in Microsoft Office Suite, including Word, Excel, and Outlook.
  • High school diploma or equivalent required; Bachelor's degree in a related field preferred.

We offer a dynamic and supportive work environment, competitive compensation and benefits, and opportunities for growth and development. If you are a motivated and detail-oriented individual with excellent communication skills, we encourage you to apply for this exciting opportunity.


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