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Intake Specialist

Position Summary:


We are seeking a highly organized and detail-oriented Intake Specialist to join our team. In this role, you will serve as the first point of contact for clients and play a critical role in gathering, verifying, and processing client information to ensure seamless onboarding. The ideal candidate has strong interpersonal skills, a solid understanding of intake procedures, and the ability to manage a high volume of cases with accuracy and empathy.


Responsibilities:
  • Serve as the primary liaison for new clients, conducting initial screenings and assessments to determine eligibility and service needs.
  • Collect and verify all necessary documentation, ensuring completeness and compliance with company policies and legal regulations.
  • Accurately input client data into case management or CRM systems.
  • Collaborate with internal teams (e.g., case managers, legal staff, clinicians, or sales) to ensure timely follow-up and handoffs.
  • Maintain detailed and confidential client records in accordance with data protection laws and company standards.
  • Answer client inquiries professionally and promptly via phone, email, or in-person.
  • Track and report on intake metrics and trends to help improve operational efficiency.
  • Assist with continuous improvement of intake processes and documentation standards.


$90,000 - $130,000 a year
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CEO of Latitude Inc
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Dean Robbins
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Average salary estimate

$110000 / YEARLY (est.)
min
max
$90000K
$130000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Intake Specialist, Latitude Inc

Are you ready to make a difference in people's lives as an Intake Specialist at our Flushing, NY office? Join us on this rewarding journey where your organizational prowess meets the art of client care. In this role, you'll be the first friendly voice clients hear, efficiently gathering and verifying information to ensure a smooth onboarding experience. We are looking for someone who is not just detail-oriented but also possesses exceptional interpersonal skills and empathy. You will conduct initial screenings and assessments, making sure that every client receives the services they need. With a keen eye for documentation, you'll ensure that all files are compliant with policies and regulations while inputting this vital information into our case management systems accurately. Collaborating with various internal teams, you'll ensure that every client gets the attention they deserve while maintaining confidentiality at all times. Tracking and reporting on intake metrics will also fall under your responsibilities, and your insights will be invaluable in refining our processes. The salary range for this position is $90,000 - $130,000 a year. If you're passionate about helping others and ready to immerse yourself in a dynamic team, we want to hear from you!

Frequently Asked Questions (FAQs) for Intake Specialist Role at Latitude Inc
What are the main responsibilities of an Intake Specialist at the Flushing, NY location?

As an Intake Specialist at our Flushing, NY office, your main responsibilities will include serving as the initial liaison for clients, conducting screenings and assessments, verifying documentation, and ensuring data accuracy in our systems. Collaboration with internal teams will also be key to ensure efficient follow-ups and support for clients. Your focus on maintaining detailed records and handling inquiries professionally will help maintain our high client service standards.

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What qualifications do I need to apply for the Intake Specialist position in Flushing, NY?

To apply for the Intake Specialist position at our Flushing, NY location, candidates should ideally have strong communication skills, a solid understanding of intake procedures, and the ability to manage a diverse caseload with empathy and precision. Proficiency in data entry and experience with CRM systems will also be beneficial. A background in social services or a related field could enhance your application.

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How does the Intake Specialist collaborate with other teams?

In the Intake Specialist role at our Flushing, NY office, collaboration with internal teams is vital. You'll work closely with case managers, clinicians, and legal staff to ensure that every client's needs are met effectively and promptly. This teamwork not only enhances the client experience but also improves operational efficiency across the board.

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What is the salary range for an Intake Specialist in Flushing, NY?

The salary range for the Intake Specialist position in Flushing, NY is between $90,000 and $130,000 a year. This competitive compensation reflects the critical nature of this role in our organization and your contribution to providing outstanding service to our clients.

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What growth opportunities are available for Intake Specialists at your Flushing, NY office?

As an Intake Specialist at our Flushing, NY location, you'll have plenty of opportunities for professional growth. With various pathways leading to advanced roles such as Case Manager or Operational Coordinator, your career can develop in line with your aspirations. We value continuous improvement and encourage our team to seek out training and development opportunities to further their careers.

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Common Interview Questions for Intake Specialist
Can you describe your experience with intake procedures?

In answering this question, highlight specific experiences where you managed client intakes, detailing any particular challenges you faced and how you overcame them. Discuss your understanding of compliance requirements and how you ensure all records are accurate and complete.

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How do you handle a high volume of client inquiries?

A good approach to answer this question is to mention your time management skills and strategies you employ to prioritize tasks. Talk about how you ensure that each client feels valued while efficiently processing information.

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What strategies do you use to ensure data accuracy?

You can explain your methodical approach to data entry and verification, including how you double-check documentation and utilize systematic processes. Emphasize your attention to detail as a tool to minimize errors.

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How do you ensure confidentiality when handling client information?

In your response, be sure to detail the procedures you follow to maintain confidentiality, such as secure data storage and adherence to data protection laws. Mention any training you've received related to privacy.

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Describe your experience working collaboratively with internal teams.

For this question, provide examples of how you have worked successfully with others. Highlight your communication skills and ability to foster teamwork to ensure that client needs are met efficiently.

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How do you approach conducting screenings and assessments?

Describe your approach to screenings, emphasizing your ability to engage with clients in a meaningful way that puts them at ease, allowing for accurate assessments of their needs.

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What methods do you use to track intake metrics?

You should mention specific tools or software you're familiar with, how you collect data, and how you analyze this information to improve processes. Talk about any experience you have in reporting these metrics to stakeholders.

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Can you give an example of how you've improved an intake process in your previous roles?

Share specific examples that illustrate your initiative in streamlining intake procedures. Discuss the results of these improvements and how they positively impacted clients or the organization.

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What do you believe is the most important quality for an Intake Specialist?

Express your belief that empathy, communication, and attention to detail are crucial for an Intake Specialist. Provide examples of how these qualities can impact client experiences and operational efficiency.

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Why do you want to work as an Intake Specialist at our company?

Your response should reflect your enthusiasm for this specific role and company. Cite what resonates with you about the organization’s mission and how you see your skills aligning with the position and contributing to the team.

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Latitude is a Human Resource Consulting Firm headquartered in Hanover, MD with branch offices in Hunt Valley, MD and Winter Park, FL. Latitude provides consulting services to a wide range of industries in both the Private and Public Sectors. We ar...

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DATE POSTED
April 16, 2025

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