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.