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Robert Half Logo Robert Half · Customer Service

Intake Coordinator

United States, Aston · Job Posted June 29, 2026
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Job Description

We are seeking a compassionate and detail-oriented Intake Coordinator to join our team in Aston, PA. This role is responsible for serving as the first point of contact for new clients or patients, gathering and verifying information, coordinating intake documentation, and ensuring a smooth onboarding process. The ideal candidate has strong customer service skills, excellent attention to detail, and the ability to manage sensitive information in a professional and confidential manner.

Job Responsibility

  • Serve as the primary point of contact for new clients, patients, or referrals
  • Answer incoming calls and respond to inquiries in a professional and timely manner
  • Collect, review, and verify intake information, documentation, and required forms
  • Schedule appointments, assessments, or consultations as needed
  • Enter and maintain accurate information in company databases, EMR, or CRM systems
  • Coordinate with internal departments, providers, or case managers to facilitate the intake process
  • Verify insurance, benefits, or eligibility information when applicable
  • Explain intake procedures, required documentation, and next steps to clients or patients
  • Maintain confidentiality and ensure compliance with HIPAA or other applicable privacy regulations
  • Track intake status and follow up on missing information or incomplete documentation
  • Provide administrative support and assist with additional office duties as assigned

Requirements

  • Previous experience in intake, admissions, customer service, healthcare administration, or office support preferred
  • Strong communication and interpersonal skills
  • Excellent organizational skills and attention to detail
  • Proficiency with Microsoft Office and data entry systems
  • Ability to handle confidential information with professionalism and discretion
  • Strong multitasking and time management skills
  • Ability to work effectively in a fast-paced environment

Nice to have

  • Experience with insurance verification, patient registration, or client onboarding
  • Familiarity with EMR, EHR, CRM, or case management systems
  • Knowledge of healthcare, social services, behavioral health, or related intake processes

What we offer

  • Medical, vision, dental, and life and disability insurance
  • Company 401(k) plan
  • Free online training
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