Job details

Intake Specialist (930468)

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Company Description

We help job seekers and career changers prepare for and advance in careers with a focus on sustainable, high-growth, high-demand industries. Our committed and well-trained workforce professionals deliver comprehensive workforce solutions at integrated career centers, sector-focused centers and community, and partner sites.

Job Description

We are seeking a detail-oriented and efficient Intake Specialist to join our team in Racine, United States. As an Intake Specialist, you will play a crucial role in managing the initial contact and information gathering process for our clients, ensuring a smooth and professional experience from the start. Key responsibilities include:

Conduct initial interviews with clients to gather essential information, assess their needs, and perform eligibility screenings for various programs or services
Accurately enter and maintain client data in our database systems, ensuring all required forms and documentation are completed and organized
Provide excellent customer service, addressing client inquiries and concerns promptly, and assist in scheduling appointments and follow-up communications
Coordinate with other departments and external agencies to facilitate smooth client onboarding and obtain additional information when necessary
Maintain confidentiality and adhere to organizational policies and procedures
Generate reports and statistics related to intake activities as needed
Collaborate with team members to improve intake processes and efficiency
Manage and prioritize a high volume of intake cases efficiently in a fast-paced environment
Other duties as assigned
Travel as required

Qualifications

High school diploma or equivalent required; Associate's or Bachelor's degree preferred, with 1-3 years of experience in intake, customer service, or related field
Strong verbal and written communication skills with a customer service orientation and professional demeanor
Excellent data entry skills with high attention to detail
Strong time management and organizational abilities
Proficiency in Microsoft Office Suite
Knowledge of intake procedures and documentation
Ability to maintain confidentiality and handle sensitive information
Strong problem-solving skills with the ability to work independently and as part of a team

Additional Information

All your information will be kept confidential according to EEO guidelines.

Equus Workforce Solutions is a leading provider of workforce development services in North America. With a dedicated and passionate team, Equus puts the industry’s best practices to work by focusing on the development, design, and delivery of demand-driven workforce solutions.

When you join Equus, you can expect extensive learning opportunities and networking programs. But most of all you can expect to make a lasting impact on the lives of others.

At Equus we are strengthened by diversity. We are committed to providing a work environment in which everyone is included, treated fairly and with respect. Equus Workforce Solutions is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, gender, age, pregnancy, sexual orientation, gender identity, ancestry, religion, national origin, veteran status, physical or mental disability, or reprisal or any other characteristic protected under state, federal, or local law.

Average salary estimate

$50000 / YEARLY (est.)

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max

$40000K

$60000K

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What You Should Know About Intake Specialist (930468), Equus

We are excited to announce that Equus Workforce Solutions is on the lookout for a passionate and detail-oriented Intake Specialist to join our team in Racine, WI. If you thrive in a dynamic environment where you play a critical role in guiding clients through their initial steps towards new career opportunities, this position could be perfect for you! As an Intake Specialist, your main responsibilities will include conducting initial interviews to gather essential information from clients, making sure their needs are assessed accurately. You’ll also be responsible for maintaining client data meticulously in our database systems and providing outstanding customer service to address inquiries and concerns. Collaborating with other departments and external agencies will be key to successfully onboarding clients and ensuring they have access to the right resources. This role requires a knack for management, as you’ll need to prioritize a high volume of cases while maintaining a professional demeanor. With a commitment to confidentiality and adherence to organizational policies, you will be integral in helping people navigate their career paths. So, if you have a background in customer service or intake procedures, along with strong communication and organizational skills, we want to hear from you! Join Equus Workforce Solutions and play a pivotal role in transforming lives through quality support and services.

Frequently Asked Questions (FAQs) for Intake Specialist (930468) Role at Equus

What are the responsibilities of an Intake Specialist at Equus Workforce Solutions?

As an Intake Specialist at Equus Workforce Solutions, your responsibilities will include conducting initial client interviews to assess their needs, performing eligibility screenings, and entering client data into our systems. You will also provide excellent customer service by addressing inquiries, scheduling appointments, and coordinating with other departments to ensure a smooth onboarding process.