Client Intake Advocate

Overview

Position Summary:

The Client Intake Advocate is responsible for the client journey from first contact up until the first day at the center. They will manage a group of centers in which you are solely responsible for. Every client’s journey with autism is different from diagnosis to ultimate treatment through ABA therapy. With that in mind the Client Intake Advocate must adapt to serve the unique needs, questions, timing, and concerns from each family personalizing the experience. By listening to the client and asking qualifying questions they will be able to determine if this client would be a good fit to continue with the BI intake process.

Why choose Behavioral Innovations:

• Daily Pay: Access your pay when you need it!
• Wellbeing Program: Equipping you with tools to achieve your wellness goals.
• OVIA Health: A Women's Health App supporting you throughout the entire Parenthood Journey.
• Employee Assistance Program (EAP): Comprehensive support for your mental, emotional, and physical health.
• 100% Tuition Reimbursement Program:We invest in your education for career advancement opportunities, including the path to becoming a BCBA.
• Supportive Team Structure: Our clients and families are our top priority, and we foster a collaborative and expert team environment.
• Additional Programs Offered at BI: ABA Intern, Referral Bonuses, Employee Recognition, Employee Perks.
• Career Advancement Opportunities: Ongoing training & Professional development for all employees.
• Insurance: Medical, Vision, Dental, and Supplemental Insurance Policies.
• University Partnerships: Enjoy tuition rate discounts.
• Pet Insurance!
  
  
  

Duties & Responsibilities:

• Establish a relationship with inquiring families by phone, email, chat, and/or text to provide excellent customer service with the goal of getting child enrolled in our treatment center within 30-45 days from start of the intake process
• Obtain and verify all required demographic information (client details, insurance coverage, autism diagnosis, physician referral for assessment and ongoing ABA therapy, etc.)
• Demonstrate a high level of professionalism, through effective communication, reliability, and positive attitude in all interactions with colleagues, clients, and stakeholders.
• Track and fully document clients information stage by stage from first call through first day in center in both our CRM and HER systems
• Work closely with designated center staff and authorizations team to efficiently move families through the intake pipeline
• Obtain and verify all documentation meet insurance requirements including referral, diagnosis, insurance cards, DL, etc.
• Continue consistent follow-up based on BI admissions procedures and cadence
• Other duties as assigned
  
  
  

Skills:

• Effective time management and organizational skills with strong attention to detail
• Social Perceptiveness- Being aware of others’ reactions and understanding why they react as they do
• Active Listening- Giving full attention to what other people are asking, taking time to understand the points being made, asking questions as appropriate
• Exceptional Customer and Personal Service Skills- Knowledge of principles and processes for proving customer service, this includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction
• Problem Solving- Analyzing information and evaluating results to choose the best solution and solve problems
• Willing to learn and take on new tasks and responsibilities
• Ability to take initiative to identify and resolve issues
• Demonstrates Resourcefulness and cooperation
• Exhibits BI’s Core values in all interactions.
• Use of excellent judgement
  
  
  

Requirements:

• Experience with Intake and/or sales as you will be receiving inbound calls/making outbound calls and using other forms of communication to prospective clients who have requested information about our service
• Must be comfortable working in a fast-paced, continually changing, and results-oriented environment as part of a rapidly growing organization
• Bachelor’s degree or relevant work experience as an Intake Specialist is a healthcare setting highly preferred
• Ability to multi-task; listening, typing, taking notes, and work with different operating systems.
• Experience with Salesforce and Electronic Medical Records (EMR) systems is preferred
  
  
  

Be a Client Intake Advocate at Behavioral Innovations.

Where Potential Thrives.