Intake Coordinator

The Intake Coordinator oversees the initial stages of the client referral and intake process, serving as a key point of contact for prospective clients and referral partners. The role is responsible for responding to inquiries, collecting and validating essential client information, coordinating appointments, and ensuring timely follow-up. The Coordinator also works closely with internal teams to facilitate a seamless intake process, maintain accurate documentation, and ensure every referral receives the appropriate attention and follow-through.

• →Serve as the primary point of contact for Owners and Partners throughout the referral process, ensuring timely and accurate communication.
• →Execute all business processes with precision and attention to detail, ensuring consistency and accuracy.
• →Manage multiple tasks and prioritize work effectively in a fast-paced environment, maintaining focus on key deliverables.
• →Utilize inside sales knowledge to identify and act on opportunities with current partners, supporting growth and development.
• →Maintain comprehensive and organized documentation to ensure clear and accurate records.
• →Utilize strong verbal and written communication skills to convey information effectively and professionally.
• →Apply excellent computer skills, including proficiency in Microsoft Office (Word, Excel, PowerPoint), Microsoft Teams, and specialized databases, to manage daily tasks efficiently.
• →Maintain confidentiality of sensitive information and ensure compliance with all organizational and partner policies.

• Associate degree or equivalent work experience.
• Minimum of 2 years of experience in Case Management, Intake, Support Center, or Contact Center, preferably in Home Care or Home Health.
• Demonstrated ability to plan, organize, and manage projects with a high degree of attention to detail.
• Exceptional follow-up skills, with a proactive, self-starting approach to tasks.
• Strong analytical skills to read, interpret, and act upon referral information and data.

At Clark Outsourcing, we're redefining what it means to work in a BPO. This isn't your regular office setup - it's where careers flourish, friendships grow, and fun is always part of the deal. Our culture is unmatched (seriously, our team swears by it), and we promise you'll have to experience it yourself to believe it.

Health and Welfare Benefits: HMO with prescription coverage, SSS, PhilHealth, Pag-IBIG, 13th-month pay, retirement benefits, and more.

Beyond Work: Enjoy our in-office swimming pool (lowkey flex!), CO Club gaming lounge, CSR involvement through CO Stars, scholarship programs, and access to CO Academy for growth.

Travel Opportunities: We send at least 20 staff per year to visit our clients in the US, UK, and Australia, giving you international exposure and experience.

Leave Benefits: Paid holidays, Earned PTO on your first month, Wellness leave (no questions asked), plus special leaves like bereavement, parental leave, and Magna Carta leave.

Extra Perks: Salary loans up to PHP 1M (via BPI), CO Swag Bag, birthday and anniversary tokens, and our COol & flexible workplace.

Growth and Recognition: Yearly performance appraisals, career advancement programs, CO League events, and guidance from our amazing Coaches!

At CO, it's not just about work - it's about loving where you work. Ready to experience the best workplace ever? We can't wait to welcome you to the team!