About the role

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.