intake specialist resume example with 12+ years of experience

(555) 432-1000,
Montgomery Street, San Francisco, CA 94105

Attentive Intake Specialist with many years' experience managing assessment tasks for new clients. Hardworking, well-organized and proficient in providing detailed information to assist clients during the intake process.

  • Eligibility review
  • Client intake
  • Claims processing
  • Consultation and advisory
Education and Training
Berry College Mount Berry, GA Expected in 05/1994 Bachelor of Science : Legal Assistant - GPA :
Citigroup Inc. - Intake Specialist
Rockville, MD, 03/2020 - 09/2022
  • Maintained positive attitude and effectively de-escalated clients during crisis situations.
  • Received inbound calls to obtain clinical information from providers to create authorizations and referrals.
  • Answered and logged incoming inquiries via phone, fax and email.
  • Coordinated schedules and appointments, sending out reminders regarding appointment dates.
  • Verified insurance eligibility, benefits and patient liabilities for defined services.
  • Scheduled appointments for patient consultations, tests and procedures.
  • Established and maintained correspondence systems to manage information requests and distribution.
  • Issued, gathered and inspected intake forms to confirm correct signatures and information.
  • Conducted client interviews and performed client intake services.
  • Screened applicants and took initial information about demographic and historical data.
  • Performed intake and conducted client interviews, providing documents in both English and Spanish.
  • Performed assessments to determine individual limitations and strengths.
  • Prepared patients for self-management and decision-making responsibilities.
  • Connected individuals with relevant community resources and coordinated referrals.
  • Empowered patients and families to negotiate with resource providers and make decisions on own behalf.
  • Made referrals to utilize community resources for resident's needs.
  • Worked closely with disabled or impoverished individuals to locate helpful financial resources and community programs.
  • Interviewed potential clients, collecting personal information to determine eligibility for social assistance.
  • Safeguarded patient privacy with strict adherence to HIPAA protocols.
  • Built and maintained strong relationships with patients by successfully resolving issues and responding promptly to phone inquiries.
  • Answered questions and responded to inquiries to deliver high level of service to patients.
  • Collaborated with social workers to support patients.
  • Discussed available program services with potential participants and outlined procedures to facilitate smooth engagement in program processes.
Agricultural & Life Sciences - Outreach Specialist
Madison, WI, 04/2015 - 03/2020
  • Implemented community outreach and engagement plans to reach vulnerable communities.
  • Presented clients with information, referrals and assistance accessing resources such as food, housing and transportation.
  • Performed ongoing monitoring of care plans to evaluate effectiveness, documenting interventions and goal achievements and suggesting changes accordingly.
  • Collaborated with community-based organizations and key stakeholders to address community initiatives.
  • Cultivated and developed relationships with existing and potential referral sources, identified new partners, uncovered untapped opportunities and raised brand awareness.
  • Conducted psychosocial assessments to identify individual needs and specific social services necessary to address identified objectives and goals.
  • Traveled throughout service area to educate community, met with people interested in receiving services and represented agency before wide range of professional constituencies.
  • Maintained outreach contacts in organization's database to track progress toward base building goals.
  • Established culture of responsibility, accountability and confidentiality with constant focus on balancing compassion and accountability while relating to clients.
  • Promoted integration of behavioral health care and long-term services to enhance continuity of care for clients.
  • Formulated discharge plans in collaboration with multidisciplinary treatment team, patient and family.
  • Compiled, recorded and evaluated personal and financial data to verify completeness and accuracy using computer system to complete eligibility screening.
  • Coordinated specific psychosocial resources to meet members' identified needs.
  • Functioned as treatment team member, interpreting social, emotional and family system problems and strengths to other members.
  • Developed and distributed written materials to inform potential clients of available services and to generate financial and volunteer support.
  • Maximized community outreach, developing customer, public and government rapport to strengthen branding initiatives.
  • Maintained awareness of laws and initiatives related to specific outreach area and attended special events and conferences to gain knowledge and effectiveness at serving clients.
  • Counseled prospective applicants on admissions process and opportunities by explaining documentation and timeframes.
  • Facilitated supportive services and counseling for family members to address special concerns and ease transition during home visits.
  • Tracked data using spreadsheets to record pledges, phone calls and canvassing.
  • Interviewed patients or members via phone or in-person to gather personal and sensitive information and determined eligibility for various outreach programs.
  • Reviewed and assessed existing programs and outcomes [Timeframe] to determine effectiveness and initiated program changes to improve client services or agency operations.
  • Automated document flow, accurately recording, transcribing and maintaining confidential client information into database and applicant tracking system.
  • Designed digital team to increase online engagement and social media presence of community campaigns and programs.
Fulton County Georgia - Legal Assistant
Fulton County Atlanta, GA, 06/2010 - 06/2015
  • Maintained knowledge on case status by reviewing relevant records and reporting back to clients.
  • Handled telephone calls, meeting plans and conference organization requirements.
  • Managed office scheduling and kept accurate notes on deadlines, motions and other dates.
  • Mailed and arranged for delivery of legal correspondence to clients, witnesses and court officials.
  • Corresponded daily with clients, insurance adjusters, doctors and attorneys.
  • Participated in client interviews, observed questioning process and documented information.
  • Provided administrative support and conducted research to assist attorneys in civil litigation preparation.
  • Filed pleadings and paperwork with court clerk to meet strict deadlines.
  • Drafted legal complaints, summonses and interrogatories.
  • Redacted confidential information from legal documents on case-by-case basis.
  • Conducted research and analyzed documents to prepare findings and formulate alternatives.
  • Prepared and processed expense reports for reimbursing attorneys.
  • Provided administrative support to boost firm's document production and legal correspondence.
  • Followed risk and compliance policies and procedures to promote business activities.
  • Liaised between attorney and outside counsel, exchanging information.
  • Conducted thorough research and review of case information to assist attorneys.
  • Filed clients' legal documents in relevant courts for processing.
  • Recorded judicial decisions, legal articles and legal codes.
  • Responded to client calls and inquiries to deliver applicable information.
  • Oversaw legal team appointments, hearings and depositions schedules.
  • Drafted motions, briefs and other legal documents.
  • Knowledgeable dealing with pleadings, affidavits, motions and exhibit preparation.
  • Organized and prepared case exhibits and evidence for trial.
  • Drafted correspondence, documented data and submitted materials to appropriate parties.
  • Organized exhibits and arguments to present evidence on behalf of clients.
  • Filed pleadings and appeals with court clerks to expedite trial proceedings.
  • Processed closing documents and transactional documents for legal review.

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Resume Overview

School Attended

  • Berry College

Job Titles Held:

  • Intake Specialist
  • Outreach Specialist
  • Legal Assistant


  • Bachelor of Science

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