Intake Specialist resume example with 4+ years of experience

(555) 432-1000,
, , 100 Montgomery St. 10th Floor
  • Flexible hard worker ready to learn and contribute to team success
  • Organized and motivated employee eager to apply time management and organizational skills in various environments. Seeking opportunities to expand skills while facilitating company growth
  • Maintain efficient program operations by applying strong document management and resource coordination skills to day-to-day needs. Conscientiously address any need and resolve concerns to promote efficiency and maximize service outreach. Proven relationship-building and planning abilities.
  • Attentive Intake Specialist with 1 years' experience managing assessment tasks for new clients. Hardworking, well-organized and proficient in providing detailed information to assist clients during the intake process.
  • Data entry
  • Microsoft office
  • Language: English, Chinese
Education and Training
Fordham University Lincoln Center Campus , Expected in 03/2020 Master of Science : Social service - GPA :
Lehman College of The City University of New York The Bronx, NY Expected in 06/2016 Bachelor of Science : Social Work - GPA :
Apex Systems - Intake Specialist
Panama City, FL, 04/2021 - Current
  • Explain to the clients the meaning of MLTC, and got to understand the clients needs.
  • Gather client's insurance information and personal information, and screened clients' eligibility to enroll into the MLTC.
  • Assist with clients to prepare and processed paperwork for MLTC.
  • Coordinate scheduling appointments for the assessment and send out reminders regarding appointment dates.
  • Follow up with the assessment result and assist clients to pick one insurance.
  • Investigate insurance policies to determine claim eligibility and process files in accordance with instructions
  • Conduct client interviews from insurance nurse and perform client intake services.
  • Follow up with insurance agents for missing documents, authorization and service starting date.
  • Build a maintained strong relationships with clients by successfully resolving issues and responding promptly such as adjust the home attendant service time with insurance, renew medicaid and public housing lease, get statement of medicare and transportation service and so on
  • Partner with interdisciplinary teams to implement care plans
Louisiana State University - Case Manager
Baton Rouge, LA, 08/2020 - 03/2021
  • Conduct on-going monthly home visit to do the assessments of the social and emotional needs of the client
  • Develop and implements appropriate written participant-centered service plan to provide a full range of social service
  • Provide appropriate information and referral services to client, families, and collaterals.
  • Arrange to apply services such as homemakers, home health aide, public assistance, Medicaid, emergency relief, legal services, medial and psychiatric examination and therapy, housing etc and renew.
  • Review and develop comprehensive client-driven case plan with short and long-term goals every six months.
  • Cooperate with local service providers, case managers and collaborative agencies to facilitate services for members.
  • Distribute monthly allowance to participants for food and miscellaneous expenses.
  • Participate in case conferences with multi-disciplinary team to discuss client care planning and progression such as making the decision to stay in the nursing home or going back to community.
  • Seek appropriate guidance from the supervisor in situation requiring clarification and consultation, especially for cases that meet the high-risk criteria.
  • Comprehensive case management, including creating, maintaining and updating client information in an electronic case management system; creating written documentation of each case-related activity(home visit, phone calls, and the service that was provided etc.)
  • maintaining documentation (e.g., medical records, courts orders), monitoring court deadline, etc.
Dcsdk12 - Social Worker Intern
Castle Rock, CO, 09/2019 - 05/2020
  • Attend client interviews with supervisor to screen prospective clients who are already clean for over 5 years with substance abuse.
  • worker with supervisor together to gather the clients' personal information and substance abuse history.
  • Discuss and assist with clients to set up what they want to achieve from the group.
  • Work with supervisor together to run the groups with different topics to discuss with clients.
  • Learn to communicate with clients in the properly way.
  • Learn to observe the clients for the change and reported to the supervisor promptly.
  • Do the research and provide information and resource for the clients such as SAT material and public housing.
Merritt Academy - Office Assistant
Fairfax, VA, 02/2017 - 03/2020
  • Answer the incoming calls daily and pleasantly welcome visitors to center.
  • Assist new members to fill out the paperwork and created the new files.
  • Develop a new service plan and update it as needed every six months according to the members' health condition.
  • Assist new aide to do the registry, collect the documents, created new files and follow up with missing documents.
  • make new transportation reservation, confirm with transportation department and members.
  • Renew the public benefit such as public housing, SNAP, medical, SCRIE and so on
  • Plan and arrange monthly birthday parties for members with coworkers
  • Organize the paperwork and update the new documents in member's folder such as hospital discharge summary, accident report.

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Resume Overview

School Attended

  • Fordham University
  • Lehman College of The City University of New York

Job Titles Held:

  • Intake Specialist
  • Case Manager
  • Social Worker Intern
  • Office Assistant


  • Master of Science
  • Bachelor of Science

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