Screening & Referral Specialist

Easterseals MORC

. Answer inbound calls, website chat, and general emails .

Posted 11/4/2026full-timeSouthfield • Michigan • United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong customer service skills in healthcare settings, with the ability to engage individuals empathetically and manage service requests effectively. Proficient in using Salesforce and Electronic Medical Records for documentation and coordination of services.

Highest-signal resume keywords

Healthcare Customer Service ExperienceSalesforce ProficiencyElectronic Medical Record DocumentationProgram Referral Process UnderstandingAssociates Degree in Healthcare Administration

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Customer ServiceScreening CoordinationDemographic Information GatheringReferral Process Flow ManagementComplaint Resolution

Soft Skills

EmpathyDetail OrientedEnthusiasticSelf-StarterProfessionalism

Industry Keywords

Easterseals MORC ProgramsMedicaidCommunity ResourcesService IntakesDepartmental Policies

About the role

Key responsibilities & impact

Answer inbound calls, website chat, and general emails
Assist individuals with questions about Easterseals MORC programs and services, community resources, and referrals
Act as an ambassador for Easterseals MORC and build interest in offered programs and services
Document call information according to EM policies and procedures
Document calls using Salesforce and an Electronic Medical Record
Follow program referral process flows
Complete screenings for adults or children needing services and coordinate service intakes
Connect Medicaid individuals to CMH Access for screenings as needed
Receive requests for other programs and schedule appointments
Mail or email information and forms as assigned
Manage and resolve or direct customer complaints
Identify and escalate priority issues to appropriate parties
Answer general and specific inquiries regarding departmental procedures
Travel occasionally for training and quarterly team-building activities

Requirements

What you’ll need

Associates Degree in business, healthcare administration, or related area
Two years of responsible full time health care customer service experience
Ability to engage individuals served and the general public in a welcoming, hopeful, empathetic manner regardless of disability or phase of recovery
Ability to provide individualized customer service at a high standard and professional level
Thorough understanding of program services, eligibility criteria, required timeframes, and referral process flows
Ability to gather demographic and insurance information, presenting problems, and other necessary screening information
Ability to determine whether service requests are urgent, emergent, or routine and follow corresponding referral timelines
Ability to manage, resolve, or direct customer complaints and escalate priority issues
Ability to interpret departmental policies and procedures
Detail oriented
Enthusiastic
Self-starter

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