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Screening & Referral Specialist
Easterseals MORC. Engage individuals served and the general public in a welcoming, hopeful, empathetic manner .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong customer service skills by engaging with individuals in a welcoming and empathetic manner while effectively managing inquiries and referrals. Proficient in using Salesforce and Electronic Medical Records to document interactions and coordinate service intakes.
Highest-signal resume keywords
Customer Service ExperienceSalesforce ProficiencyElectronic Medical Record ManagementHealthcare Administration KnowledgeDetail Oriented
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Customer ServiceScreening CoordinationReferral ProcessesDocumentationAppointment Scheduling
Soft Skills
EmpathyEnthusiasmProblem ResolutionCommunicationDetail Orientation
Tools & Technologies
SalesforceElectronic Medical Record
Certifications & Qualifications
Associate's Degree
Industry Keywords
HealthcareCustomer ServiceCommunity ResourcesMedicaidEasterseals MORC
About the role
Key responsibilities & impact- Engage individuals served and the general public in a welcoming, hopeful, empathetic manner
- Provide individualized customer service at a high standard and professional level
- Answer inbound calls, website chat, and general emails
- Assist with questions about Easterseals MORC programs and services and provide community resources or referrals
- Act as an ambassador of Easterseals MORC and build interest in its programs and services
- Document call information according to organizational policies and procedures
- Document calls using Salesforce and Electronic Medical Record
- Understand program services, eligibility criteria, required timeframes, and referral processes
- Complete screenings and coordinate service intakes
- Gather demographic, insurance, presenting-problem, and other required information
- Connect Medicaid individuals to CMH Access for screenings as needed
- Determine whether requests are urgent, emergent, or routine and make referrals within appropriate timelines
- Receive requests for other programs and schedule appointments
- Mail or email information and forms as assigned
- Manage, resolve, or direct customer complaints
- Identify and escalate priority issues
- Answer general and specific inquiries about departmental procedures and interpret policies and procedures as needed
Requirements
What you’ll need- Associate's Degree in business, healthcare administration, or related area
- Two years of responsible full time health care customer service experience
- Enthusiastic
- Detail Oriented
- Occasional travel for training and quarterly team building activities
Benefits
Comp & perks- Low-cost Dental/Health/Vision insurance
- Dependent care reimbursement
- Up to 5 days paid FMLA for maternity, paternity, foster care and adoption
- Generous 401K retirement plan
- Paid Leave Options Available
- Up to $125 bonus for taking 5 days off in a row
- 10 paid holidays and 3 floating holidays (Over 30 days total of paid time off)
- Wellness Programs
- PSLF (Public Service Loan Forgiveness) Employer
- Bonuses and extra incentives to reward hard work & dedication
- Mileage reimbursement in accordance with IRS rate
- Free financial planning services through partnerships with the LoVasco Consulting Group and SoFi
- Student loan repayment options
- Pet Insurance