Member Intake Specialist

Job Description

REQUIREMENTS

• You have experience in healthcare, ideally in patient access, care coordination, community outreach, admissions, intake, or member engagement
• You bring a sales mindset — you are persuasive, confident, and motivated by outcomes, while remaining deeply empathetic and ethical
• You are comfortable working in a metrics-driven environment and understand that data is a tool for improvement, not pressure
• You have a “fire in the belly” for expanding access to high-quality, stigma-free addiction and mental health care
• You take ownership — if someone says “I’ll call back,” you create a follow-up plan rather than closing the loop
• You move quickly, manage multiple leads at once, and thrive in a fast-paced environment
• You are tech-savvy and comfortable working across CRM systems, scheduling tools, and communication platforms
• You adapt easily to change and are energized by building new processes rather than relying on rigid scripts
• You communicate with clarity, warmth, and professionalism — even in emotionally complex or high-stakes conversations

RESPONSIBILITIES

• Serve as the first point of contact for prospective members via inbound phone calls, web form submissions, and online scheduling workflows
• Proactively outreach to prospective members who:
• • Start but do not complete online scheduling
  • Submit web forms requesting information
  • No-show to their first appointment and need re-engagement
• Confidently educate prospective members on our client’s whole-person care model, including what we do and what we don’t offer, while positioning our client as a strong option for people seeking support with substance use
• Use a consultative, sales-oriented approach to:
• • Understand a prospective member’s needs, motivations, and barriers
  • Address concerns and hesitations
  • Clearly articulate the value of our client’s approach to care
• Maintain ownership of leads by creating follow-up tasks, documenting next steps, and ensuring no prospective member “falls through the cracks”
• Manage inbound referrals from external providers and community partners, including proactively outreaching to confirm receipt of referrals, provide status updates when appropriate, and request additional or updated contact information to ensure timely connection to care
• Meet or exceed individual and team performance metrics, including:
• • Answer rate & speed to answer
  • Quality score
  • Conversion to scheduled and completed first appointments
• Accurately document all interactions in CRM (Salesforce) and EMR (Athena)
• Collaborate closely with clinical and operations teams to ensure a seamless member experience
• Continuously improve your approach by incorporating feedback, coaching, and performance data

Are you interested in this position?

Apply by clicking on the “Apply Now” button below!

#CrossChannelJobs #JobSearch
#CareerOpportunities #HiringNow
#Employment #JobOpenings
#JobSeekers
#FacebookLinkedIn