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Client Engagement Specialist, Admission Specialist

Remote role Full-time Open position

Job Description:

  • Field inquiries from potential clients via phone, email, and online forms
  • Match clients with therapists that best suit their psychological needs and logistical preferences.
  • Schedule appointments based on providers' availability and abilities
  • Manage lead nurturing processes to convert inquiries into active clients.
  • Maintain high levels of client satisfaction and service excellence throughout the intake process.
  • Collaborate with therapists and support staff to ensure seamless client transitions.
  • Keep accurate records of client interactions and statuses in our CRM system.
  • Provide a warm, friendly, and welcoming environment upon initial contact with each patient, in addition to providing a warm handoff to providers and support staff.
  • Stay informed about the latest developments in mental health to enhance client interactions.

Requirements:

  • At least 2 years of experience in customer service, sales, or client-facing roles, preferably in the healthcare or mental health field.
  • Proficient in CRM software and MS Office; tech-savvy with the ability to learn new tools quickly.
  • Strong interpersonal and communication skills.
  • Strong computer skills required
  • Empathetic and compassionate understanding of mental health challenges.
  • Excellent organizational skills and the ability to handle multiple tasks simultaneously.
  • Bachelor’s degree in Psychology, Social Work, or related field preferred.
  • Experience verifying insurance benefits preferred.
  • Experience verifying insurance benefits preferred.

Benefits:

  • 401k Safe Harbor plan
  • Dental Insurance
  • Health Insurance
  • Unlimited vacation policy
  • Work-from-home
  • Yearly employee engagement trips to NYC

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