New Client Intake Specialist - Mental Health (In-Office)
- Engage with new clients via phone, email, or web inquiries—most referred by insurance or medical providers
- Explain the purpose and value of psychological assessments versus starting with therapy
- Use consultative, solution-focused communication to match clients with the right service
- Guide clients through fee structures and confidently discuss out-of-pocket costs or insurance coverage
- Overcome objections with empathy, clarity, and a focus on long-term client outcomes
- Schedule assessments and ensure clients feel informed and supported
- Maintain accurate documentation in EMR and scheduling platforms
- Collaborate with intake advisors, clinical teams, and billing for a seamless handoff
- Sales-minded with the ability to build trust, educate clients, and navigate financial discussions with professionalism
- Strong phone presence—you’ll be on calls most of the day
- Comfortable in a call center or phone-based client service environment
- Comfortable explaining the cost and clinical benefit of services, and addressing common objections (e.g., “I just want therapy”)
- Skilled in active listening, positive persuasion, and client-centered communication
- Critical thinker with the ability to recommend care pathways based on client needs
- Experience in healthcare scheduling, inside sales, or patient access/intake
- Strong communication skills with a compassionate and confident phone presence
- Sales-minded communicator with empathy and clinical professionalism
- Strong multitasker across phone systems, scheduling tools, and EMRs
- Bilingual (Spanish) a plus but not required
- Coachable, organized, and results-driven
- Experience discussing costs, insurance, or self-pay options is a plus
- Willing to train the right person with strong interpersonal and critical thinking skills
- Competitive Base Pay + Uncapped Monthly Performance Bonuses
- Full Medical, Dental, Vision, and Life Insurance
- 401(k) with Company Match
- Paid Time Off + Holidays
- Monday–Friday Schedule (No Weekends)
- Growth track within our expanding national footprint
- Team culture built on purpose, support, and excellence
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