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Intake Specialist
ReWorks Solutions. Communicate with parents and prospective clients primarily through inbound and outbound telephone calls.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong communication skills, emotional intelligence, and a customer-focused mindset to effectively guide families through the intake process while managing multiple tasks and maintaining accurate records. Proficient in consultative sales techniques and familiar with healthcare services and insurance processes.
Highest-signal resume keywords
Bachelor's DegreeExcellent Spoken EnglishEmotional IntelligenceConsultative Sales TechniquesHealthcare Intake Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Intake DocumentationClient Information ManagementPipeline ManagementInsurance ProcessesAutism Services Knowledge
Soft Skills
Interpersonal SkillsEmpathyOrganizational SkillsProactive AttitudeTrust Building
Tools & Technologies
CRM SystemsSpreadsheetsDigital Tools
Industry Keywords
Applied Behavior Analysis (ABA)Patient CoordinationCustomer SuccessConsultative SalesTarget-Driven Environment
About the role
Key responsibilities & impact- Communicate with parents and prospective clients primarily through inbound and outbound telephone calls.
- Build trust and rapport with families navigating stressful or emotionally challenging circumstances.
- Explain ABA services, the intake process, and next steps clearly and compassionately.
- Listen to parents' concerns, answer questions, and provide support throughout the process.
- Maintain professional communication from initial inquiry through intake completion.
- Respond to new inquiries and follow up throughout the intake process.
- Re-engage families who have become unresponsive or stalled.
- Identify barriers and work with families to find solutions.
- Use consultative sales techniques to address hesitation, overcome objections, and encourage completion of intake requirements.
- Maintain engagement to improve conversion rates and reduce lost opportunities.
- Own each family's progress and ensure follow-up actions are completed.
- Collect and accurately document client and family information.
- Assist with required intake documentation, insurance details, and diagnostic records.
- Track family progress and outstanding requirements throughout the intake pipeline.
- Maintain records and follow-up tasks using internal systems, spreadsheets, and digital tools.
- Coordinate with intake, billing, clinical, and staffing teams to support transition into services.
- Identify delays, follow up on outstanding items, and resolve intake bottlenecks.
Requirements
What you’ll need- Bachelor's degree required.
- Excellent spoken English, with clear pronunciation and strong telephone communication skills.
- Highly developed emotional intelligence and the ability to communicate with empathy, patience, and sensitivity.
- Strong interpersonal skills and the ability to build rapport and trust quickly.
- A customer-focused, sales-oriented mindset with the confidence to guide conversations toward a clear next step.
- Comfortable handling objections, following up persistently but respectfully, and encouraging prospective clients to complete the intake process.
- Excellent organizational skills, attention to detail, and the ability to manage multiple families and follow-up tasks simultaneously.
- Proactive, self-motivated, and able to take ownership of responsibilities without constant supervision.
- Comfortable working with CRM systems, spreadsheets, and other digital tools.
- Able to work 40 hours per week with substantial overlap with U.S. Eastern Time business hours.
- Previous experience in healthcare intake, patient coordination, patient admissions, customer success, or consultative sales.
- Experience handling inbound and outbound calls with U.S.-based customers.
- Familiarity with healthcare services, insurance processes, autism services, or Applied Behavior Analysis (ABA) therapy.
- Experience managing a pipeline of prospective clients from initial inquiry through onboarding or service commencement.
- Experience in a target-driven or conversion-focused environment.
Benefits
Comp & perks- Fully remote position.
- Monday to Friday, 7:00 AM–3:00 PM EST.
- 40 hours per week.
- No weekend work.
- 14 days PTO.