Intake Specialist

TEAM PURPOSE

Provides comprehensive career navigation, planning, and support to job seekers, ensuring they receive the 
guidance and resources needed to achieve employment success. This team focuses on intake assessment, 
personalized career planning, and administrative support, creating a seamless experience for individuals as 
they navigate their career journey.

POSITION SUMMARY

Serves as the first level of assessment ensuring that job seekers are quickly and efficiently connected to 
services based on their needs. They provide a welcoming and judgment-free environment, making it easy for 
customers to share their employment situation and get started.

MAJOR RESPONSIBILITIES

• Reviews and completes registration for walk-in or referred job seekers.
• Conducts the initial interview and assesses job seeker needs with a customer-centered approach.
• Explains the service menu and ensures job seekers understand available options.
• Refers job seekers to the appropriate next step, including the Career Readiness Team or a Career Plan 
Specialist.
• Documents accurate information and referrals in the system of record.
• Ensures efficient and respectful handoffs between service teams to promote continuity and trust.
• Supports intake flow and customer engagement by ensuring appropriate routing and timely service 
delivery.
• Performs other related duties as assigned.
An employee must be able to perform the essential functions of the job with or without reasonable 
accommodation.

KNOWLEDGE, SKILLS, QUALIFICATIONS

• High school diploma or equivalent required; associate degree in human services, social work, or a related 
field preferred.
• Experience in intake, case management, or customer service roles preferred.
• Strong communication and organizational skills.
• Ability to ask questions, assess needs, and make appropriate service referrals.
• Experience using data systems to enter, track, and update case information.
• Bilingual (English/Spanish or English/Creole) strongly preferred.

COMPETENCIES/ABILITIES

Customer Focus: Quickly builds rapport with job seekers and ensures services are aligned with their needs.
Decision Quality: Uses sound judgment to assess customer needs and make effective referrals.
Approachability: Creates a welcoming environment that encourages open communication.
Organizing: Manages multiple intake interactions with efficiency and accuracy
Functional/Technical Skills: Demonstrates skill in data entry, intake systems, and referral tracking.

KEY JOB BEHAVIORS

Support: Collaborates effectively with coworkers and management. Promotes service excellence by fostering a 
cooperative and respectful work environment.
Customer Service: Consistently demonstrates empathy, professionalism, and responsiveness to customer 
needs. Takes initiative to resolve concerns and exceed expectations.
Communication: Communicates clearly and respectfully in both verbal and written formats. Actively listens, 
builds rapport, and adjusts communication style for different audiences.
Effectiveness: Reliably completes tasks and meets deadlines. Demonstrates strong follow-through and 
prioritizes work effectively to support team and customer outcomes.
Job Knowledge: Applies knowledge and skills effectively in daily tasks. Strives to increase expertise and 
ensures accuracy and quality in work products.

TRANSPORTATION

Reliable transportation and the ability to travel in personal or commercial vehicles as required to accomplish 
assigned duties. If traveling in your personally owned vehicle, valid vehicle insurance is required. 

WORK ENVIRONMENT

The working conditions are typical of a professional office environment.

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by an employee to 
successfully perform the essential functions of this job. The employee is occasionally required to stand; walk; 
sit; climb or balance; and stoop, kneel, crouch or crawl; and talk or hear. The employee may occasionally lift 
and/or move up to 10 pounds and occasionally lift and/or move up to 20 pounds. Specific vision abilities required 
by this job include close vision, distance vision, peripheral vision, depth perception and ability to adjust focus. 
The employee must be able to perform the major responsibilities unaided or with the assistance of a reasonable 
accommodation.

OTHER DUTIES

Please note this job description is not designed to cover or contain a complete listing of all activities, duties or 
responsibilities that are required of the employee for this job. Duties, responsibilities and activities may 
change at any time.

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