Pre-Screen Specialist

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.