Client Intake Specialist

Elevate Counseling + Wellness

. Respond promptly to new client inquiries by phone, email, and text .

Posted 10/5/2026part-timeChicago • Illinois • United StatesMid-LevelSenior💰 $18 - $21 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong interpersonal skills and a warm, welcoming demeanor while effectively managing client inquiries and scheduling. Proficient in maintaining accurate information in practice-management systems and ensuring a positive client intake experience.

Highest-signal resume keywords

Excellent Written And Verbal Communication SkillsOrganized And Detail-OrientedProactive Follow-UpClient Relationship ManagementPractice-Management Systems Proficiency

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills

Warm And Upbeat PersonalityGood Listening SkillsCheerful And PersonableOutgoing And Comfortable Interacting With PeopleResponsive And Fast-Moving

Tools & Technologies

Scheduling SystemsPractice-Management SystemsEmail CommunicationPhone Communication

Industry Keywords

Client Intake ProcessTherapist MatchingInsurance VerificationMental Health ServicesConfidentiality

About the role

Key responsibilities & impact

Respond promptly to new client inquiries by phone, email, and text
Create a warm, welcoming experience from the first interaction
Discuss prospective clients’ therapy needs
Match clients with therapists based on needs, preferences, schedule, location, and insurance
Explain therapist options and help clients choose a provider
Schedule initial appointments and guide clients through the intake process
Collect demographic and insurance information
Verify insurance benefits using online portals and direct calls to insurance providers
Follow up with prospective clients who have not scheduled
Answer questions about Elevate, therapists, services, insurance, and locations
Maintain accurate information in scheduling and practice-management systems
Work with administrative and clinical teams regarding therapist availability
Help improve the client intake experience

Requirements

What you’ll need

Warm, upbeat, outgoing, organized, and genuinely enjoys talking with people
Cheerful and personable, bringing warmth and positive energy to conversations
Outgoing and comfortable interacting with people and picking up the phone
Excellent written and verbal communication skills
Responsive and fast-moving when responding to prospective clients
Good listener who can guide people toward the right next step
Comfortable making recommendations and helping people make decisions
Organized and detail-oriented, able to manage multiple inquiries, schedules, follow-ups, and administrative details
Proactive in following up and identifying process problems
Professional and discreet, with an understanding of confidentiality and sensitivity when working with people seeking mental health services
Comfortable learning scheduling, email, phone, and practice-management systems

Benefits

Comp & perks

Part-time role of approximately 20 hours per week, with ability to increase hours if desired and the need arises