Intake Associate (Remote - CST)

LEARN Behavioral


Date: 4 days ago
City: Green Bay, WI
Contract type: Full time
LEARN Behavioral, the leading network of providers serving more than 4,000 families with autism and other special needs nationwide, is looking for an Intake Associate. This position will play a key role in guiding families through the intake process to services and collaborating with internal team members to ensure optimal service delivery.

Candidates must reside in CST time zone, preferably in the state of Wisconsin, for occasional on-site meetings at a local center. Pay starting at $18/hr (flexibile dependent upon experience).

  • Serve as the point of contact for new client referrals and guide families through the intake process
  • Identify key information for each potential client and work closely with clinical directors and authorizations coordinators to determine eligibility for services
  • Obtain insurance benefit information by contacting the funding source and assist families with understanding their plan details
  • Collaborate effectively with cross-functional team members (i.e., Authorizations, Clinical, and Scheduling)
  • Enter referral information into all required databases and systems regularly
  • Engage prospective clients to complete all necessary paperwork required to commence services and follow-up to provide support
  • Follow all standard operating procedures related to the intake of new clients, as directed by team lead, manager and director
  • Answer and transfer incoming calls and messages as needed
  • Electronically file documents such as client reports and save to the appropriate, corresponding file
  • Additional responsibilities as requested by Intake/Clinical/Authorizations
  • High School Diploma required
  • Minimum of 2 years prior administrative experience in an office setting
  • Excellent upbeat telephone skills and ability to handle multiple incoming phone lines
  • Exceptional customer service and communication skills
  • Strong software proficiency with Microsoft Office Suite (Word, Excel, and Outlook)
  • Ability to quickly learn new software programs as needed
  • Proven ability to multi-task, prioritize and organize effectively
  • Strong attention to detail, accuracy, and follow-through
  • Spanish bilingual highly preferred


LEARN Behavioral offers competitive compensation and a comprehensive benefits plan, including 401(k), personal time off, paid holidays, and tuition reimbursement.

LEARN Behavioral is an Equal Opportunity Employer. Candidates must be presently eligible to work in the United States.

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