Intake Specialist

Job Summary

The Intake Specialist provides direct services to clients and maintains accurate records of those services. This position is responsible for identifying low-income families, the elderly, and other individuals or groups in need, while distributing information about available community programs and resources. The Intake Specialist ensures compliance with all agency policies, procedures, and funding source regulations, while maintaining a professional and compassionate approach at all times.

Essential Duties and Responsibilities

Assess client needs using approved assessment tools and procedures.

Utilize internal resources and programs to assist clients, including energy assistance, food support, and community service programs, as well as donations.

Make appropriate external referrals to local agencies, organizations, and community partners to address client needs.

Enter and maintain accurate client information in computerized tracking systems.

Gather and organize all necessary documentation to provide services; maintain client files in accordance with agency and funding source requirements.

Respond to telephone and in-person inquiries regarding social services in a timely and professional manner.

Assist in distributing agency and program materials, including brochures and posters.

Inform clients denied services of the available appeals process.

Utilize technology to enhance service delivery and improve efficiency.

Attend in-service and professional development training sessions as assigned.

Demonstrate professionalism, teamwork, and commitment to the organization’s mission and goals.

Contribute to a positive work environment and foster team morale.

Maintain confidentiality of client and agency information at all times.

Maintain a neat, professional appearance and practice good personal hygiene.

Perform other related duties as assigned by the Supervisor.

Preferred Qualifications and Expectations

High School Diploma or GED required; one (1) year of experience in a social services or non-profit setting preferred.

Basic math skills and strong organizational abilities.

Excellent written, verbal, and interpersonal communication skills.

Proficiency with computers and general office equipment.

Strong spelling, grammar, and business communication skills.

Awareness and understanding of the needs and challenges faced by low-income families and individuals.

Willingness to travel overnight for training as required.

Reliable transportation, valid driver’s license, and proof of insurance (if operating an agency vehicle).

Must successfully pass a physical exam, background check, and drug screening (pre-employment and random).

Must be fully vaccinated for COVID-19.

Ability to lift up to 50 lbs.

Equal Opportunity Employer

IND2