Client Intake Coordinator

We are seeking a motivated and detail-oriented Client Intake Specialist to join our team. The ideal candidate will be responsible for reaching out to potential clients, guiding them through the onboarding process, verifying insurance benefits, and ensuring ongoing client satisfaction. This position requires excellent communication skills, attention to detail, and the ability to manage multiple tasks efficiently.

Reach out to potential clients via phone, email, and other communication channels to introduce services and gather preliminary information.

Assess the client’s needs and provide relevant information to help them make informed decisions about our services.

Schedule initial consultations or appointments as needed.

Collect and verify required documentation from clients, including insurance information, personal details, and medical records (if applicable).

Create and maintain accurate client profiles in the system.

Guide new clients through the onboarding process, ensuring they understand the next steps and expectations.

Coordinate with relevant departments to ensure a smooth transition for clients into active service.

Contact insurance providers to verify client coverage, eligibility, and benefits.

Communicate clearly with clients about their insurance coverage, including what is covered and any out-of-pocket expenses.

Resolve any issues or discrepancies related to insurance coverage by liaising with insurance providers.