Job Summary:
The Pre-Screen Specialist performs pre-screenings for potential clients, manages follow-up caseloads, and provides education on services to convert referrals into starts of care. Maintains accurate documentation and meets key performance metrics to support Consumer goals.
Supervisory Responsibilities:
- None
Responsibilities:
- Meet Pre-Screen conversion and start of care goals and other Key Performance Metrics as identified by the department Manager.
- Manage Pre-Screen follow-up case load according to follow-up protocol.
- Prioritize follow-up requests from families, potential clients, and referral sources with timely responses.
- Thoroughly and accurately complete Salesforce documentation according to protocol.
- Educate potential clients/families on the benefit and process.
- Attend departmental and company meetings, training, and in-office days as scheduled.
- Send Signature Packet to potential clients upon conversion to Intake according to protocol and complete required documentation.
- Other duties as assigned.
Required Skills/Abilities:
- Excellent verbal and written communication skills.
- Excellent interpersonal and customer service skills.
- Excellent sales and customer service skills.
- Excellent organizational skills and attention to detail.
- Excellent time management skills with a proven ability to meet deadlines.
- Strong math, analytical, and problem-solving skills.
- Ability to prioritize tasks and manage caseload efficiently.
- Ability to function well in a high-paced and at times, stressful environment.
- Proficient with Google Workspace, Salesforce or related software.
Qualifications:
- High school diploma or equivalent.
- At least two years related experience required.
- Related college degree preferred.
Physical Requirements:
- Prolonged periods of sitting at a desk and working on a computer.
- Must be able to lift up to 15 pounds at times.
- Must be able to drive to or arrange for transportation for all in-office days, training, and meetings as scheduled by Management.