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Intake Coordinator
2 months ago
Intake Coordinator (Full Time)
Location: Calgary or Grande Prairie, AB, CA
The Intake Coordinator role with Lifemark is the initial point of contact for clients and acts as a resource for our customers. This role is an integral position that assures Lifemark is able to provide access for clients who require quality vocational services. The ability to interact with staff, clients and customers/claim owners in a fast-paced environment, with a high level of professionalism and confidentiality is crucial to this role. The ideal individual has the capacity to work well under tight timelines while remaining flexible, proactive, resourceful and efficient. Strong level of written, verbal communication and interpersonal skills are required as well as a strong decision-making ability and attention to detail. This person must be well organized, flexible and enjoy the challenges of supporting a variety of key customers. Responsibilities include maintaining effective communication with referral resources, clients and team members. The ideal candidate will have a proven track record in administration and coordination skills.
Duties/Responsibilities:
Act as the initial point of contact for referral source and clients Accept and record new referrals on client tracking document Coordination and communication of services and appointments with clients, referral sources, external resources, and Lifemark team members Other responsibilities will include inputting and updating referral data and document storage treatment plan statuses in the database, as well as providing support and assistance with monthly referral tracking reports and quarterly outcome reports. Keep accurate and timely records using internal and external systems and paper and electronic files; all in accordance with current templates, guides, standards and processes Clerical duties including material preparation, ordering, workshop supply coordinating Ensuring effective and ongoing communication with identified stakeholders, including participants, professionals, referral sources, and amongst a strong interdisciplinary teamMinimum Qualifications:
Have 2+ years of previous customer service/administrative experience Post-Secondary education is an asset Possess advanced written and verbal communication skills with a strict attention to detail. Possess strong interpersonal skills to maintain customer relationships with referral source and clients Can prioritize under pressure Possess strong computer skills, specifically in MS Word, Excel and aptitude for database software Possess exceptional organizational skills, work independently, take initiative and have a strong work ethic An excellent understanding and appreciation of cultural diversity Security background check required-
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