Intake Specialist

AllOne Health

Intake Specialist providing behavioral health support through EAP services by answering client calls and managing resource connections. Collaborating within a remote team to assist clients in need.

Posted 7/7/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSenior💰 $16 - $17 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong customer service commitment and effective communication skills while managing client needs in an EAP context. Proficient in utilizing IT applications and databases to facilitate client connections and referrals.

Highest-signal resume keywords

Customer Service CommitmentIT Applications ProficiencyDatabase SkillsInterpersonal SkillsProblem-Solving Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

EAP Intake Forms CompletionDatabase ManagementCall Center ExperienceScheduling ExperienceSafety Screening

Soft Skills

Communication SkillsOrganizational SkillsSensitivity to Confidentiality

Tools & Technologies

EAP Expert DatabaseMicrosoft OutlookMicrosoft Office

Industry Keywords

EAP ServicesDomestic Violence ScreeningSubstance Abuse ScreeningClient ReferralsWork-Life Challenges

About the role

Key responsibilities & impact

Remain actively logged into on-call telephone queues as assigned in order to fulfill duties.
Use frontline customer service skills to generally determine the prevailing needs of clients and what they require from EAP services.
Screen for safety issues, domestic violence (DV), substance abuse, and other high-risk considerations, and connects clients immediately to on-call counselors when needed.
Completes EAP Intake Forms in the EAP Expert database system.
Assign EAP staff or affiliates to client cases when appropriate.
Serve a primary role in connecting clients to affiliate providers in their geographic area, or to EAP staff professionals for services.
Provide general information and referrals to subject matter experts in areas such as legal concerns, financial issues, and work-life challenges.
Demonstrate sensitivity to the unique confidentiality and customer service needs of both member employee and dependent clients, and employer-customer clients.

Requirements

What you’ll need

Excellent IT applications and database skills set
Outstanding interpersonal, communication, organizational and problem-solving skills.
Professional call center/scheduling experience a plus
Must have a reliable internet connection with a minimum download speed of 50Mbps and 10Mbps upload stream
Strong customer service commitment.
Requisite experience with Microsoft Outlook & Office programs.

Benefits

Comp & perks

Immediate Medical, dental, and vision insurance
Paid time off
401(k) retirement program with company match
Flexible Spending Accounts (FSA)
Company paid Life and Disability insurance programs
Employee Assistance Program (EAP)