Intake Specialist
Location: Brooklyn, NY
Employment Type: Full-Time
Schedule: Monday through Friday, 9:00 AM – 5:00 PM
Salary: Based on Experience
Description
A healthcare organization is seeking a motivated and personable Intake Specialist to manage the initial client experience and drive conversions. This role blends customer service with sales, focusing on building relationships, guiding clients through the intake process, and ensuring a smooth onboarding experience.
The ideal candidate is proactive, empathetic, and results-driven, with strong follow-up skills and the ability to turn inquiries into active clients.
What You’ll Do
• Engage with prospective clients and guide them through the intake process
• Build trust and relationships while identifying client needs
• Follow up consistently to convert leads into active clients
• Manage intake documentation and ensure accuracy
• Utilize internal systems and software to track client information
• Collaborate with internal teams to ensure smooth onboarding
Requirements
• Strong sales ability with a relationship-building approach
• Self-starter with strong initiative and follow-through
• Excellent communication and empathy skills
• Ability to manage tasks independently and stay organized
• Proficiency in Microsoft Office; ability to learn systems such as Bolt, HHA Exchange, and Medchek
• Prior sales or intake experience preferred
Perks & Benefits
• Medical and dental insurance
• Paid time off
• Growth and advancement opportunities