Client Intake Specialist resume example with 19+ years of experience

Jessica Claire
, , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
Home: (555) 432-1000 - Cell: - - -
Professional Summary

Over 20 years of Supervisory, Case Management and Administrative Experience in the Field of Human Services.

  • Application assessments
  • Eligibility review
  • Case management
  • Multi-line phone proficiency
  • [Number] WPM typing speed
  • Direct Patient Care
  • Client needs assessments and individual service planning
  • Proficient in [Software]
  • Team Supervision
  • Daily Living Skills Instruction
Work History
11/2008 to 04/2021
Client Intake Specialist West Asset Management, Inc. Atlanta, GA,
  • Input data and completed placement paperwork.
  • Used [Software] to schedule appointments.
  • Communicated directly with individuals and families to provide information about eligibility requirements and application details during intake assessment.
  • Completed intake assessment forms and filed clients' charts.
  • Collected, verified, recorded and processed client demographics, insurance payments and referral information.
  • Worked with clinical and operations teams to facilitate client placement and obtain appropriate services for clients.
  • Answered phone calls and provided new clients with required paperwork to initiate service.
  • Compiled socioeconomic data for specific program eligibility determinations and large-scale research purposes.
  • Identified service gaps and located needed resources for individuals, including housing, work placement and other support.
  • Coordinated referrals and direct support for [Type] clients.
  • Spoke with [Type] and [Type] groups to expand community engagement and program outreach.
  • Helped social workers build, coordinate and lead programs supporting individuals with [Type] and [Type] concerns.
  • Detailed program operations and participant activities with comprehensive recordkeeping.
  • Educated potential participants on available services and processes to engage in program.
03/2002 to 07/2007
Case Manager Northwell Health Southampton, NY,
  • Managed caseload of [Number] children in welfare system to provide comprehensive, community-based care.
  • Collaborated with external agencies to meet educational and transitional needs of students.
  • Facilitated special education placement process in partnership with parents to provide free appropriate public education for eligible referrals.
  • Developed and implemented transition services plan to facilitate movement from school to activities.
  • Liaised with teachers to develop Individualized Education Programs to provide quality education for students with disabilities.
  • Helped patients receive appropriate, high-quality care with reasonable results.
  • Monitored student progress and reviewed and revised IEP to meet emerging student needs.
  • Managed support services and fostered communication among social workers, therapists, hospital staff and patients.
01/2000 to 04/2002
Residential Manager Chrysalis Boarding School Eureka, MT,
  • Coordinated vendors such as carpet cleaners, tilers, cable suppliers and satellite and phone service providers.
  • Interviewed and assessed average of [Number] incoming residents per week.
  • Conducted [Number] property move-ins, move-outs and walk-through inspections per [Timeframe].
  • Maintained constant balance and accounting of property petty cash account.
  • Analyzed and evaluated monthly and quarterly financial statements to appropriate funds for household essentials including food, toiletries and other supplies.
  • Supervised residents preparing meals and handling chores and provided constructive feedback.
  • Coordinated events for entire household, including holiday parties, cocktail parties and small gatherings.
  • Assisted residents with daily hygiene and living tasks, including [Task] and [Task].
  • Managed all intake and discharge paperwork and procedures for residents.
  • Conducted daily welfare checks and coordinated with facility staff to meet all resident needs.
  • Enforced policies and safety standards through building and room rounds.
  • Solved grievances and complaints by collaborating with residents.
  • Facilitated floor meetings to discuss concerns, review complaints and convey information about policy changes.
  • Liaised between community programs and residents and counseled [Number] community and assisted living residents.
  • Conducted tours, orientation and educational sessions for residents and families.
  • Helped individuals with moderate to severe developmental disabilities carry out daily living tasks by coordinating expert support.
  • Scheduled physician and other appointments for residents, providing transportation to each visit.
  • Created all staff work schedules so each shift had appropriate number of employees for coverage.
  • Spearheaded proactive training strategies to keep staff at forefront of current best practices and safety protocols.
  • Oversaw home inventory of supplies and groceries by tracking use and placing new orders.
  • Offered learning opportunities to help residents develop important life skills.
  • Kept accounts, resident files and regulatory paperwork current and accurate with diligent attention to administrative requirements.
  • Mentored and coached staff to improve performance and interactions with residents.
  • Promoted residents' health and well-being by organizing diverse activities for physical, mental and social stimulation.
  • Monitored direct care activities for optimal patient protections and infection control standards.
  • Strategized to improve resident care and satisfaction and held weekly meetings with directors to advocate for resident needs.
Expected in
NYC Department of Education - New York, NY,

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Resume Overview

School Attended

  • NYC Department of Education

Job Titles Held:

  • Client Intake Specialist
  • Case Manager
  • Residential Manager


  • GED

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