Customer Service Representative

Robert Half • Richfield, MN • 3h ago

Description

We are looking for a contract Customer Service Representative to join our team in Richfield, Minnesota. This contract position offers an opportunity to contribute to a mission-driven nonprofit organization while gaining experience in a dynamic support environment. The intake coordinators are responsible for responding to all inquiries and qualified leads, coordinating the intake process, scheduling initial meetings and tours, managing the waitlist, and building positive relationships. They will partner with individuals and families to explore options when initially seeking services.

They are also responsible for working with the Lead Navigators to ensure resources are provided to all qualified individuals.

Responsibilities:

Serve as the first point of contact for new and prospective clients, including:

Conduct referral and intake conversations gathering necessary information and documenting detailed information and ensuring information is accurate and up-to-date.

Maintain clear and effective communication with clients, their families, and other professionals involved in planning. Provide updates and answer questions or concerns that arise.

Work with team managers and service coordinators to assess client eligibility for services or programs and guide clients through the intake process, ensuring they understand all steps.

Maintain accurate and organized records of all interactions and transactions. Prepare reports and/or summaries as needed for internal use or regulatory compliance.

Adhere to defined response times and service level agreements as set by department.

Use internal systems to complete the intake process for new and current clients.

Coordinate communications for clients on the waitlist.

Manage service offers and funding requests with lead agencies to begin services.

Oversee, update, and maintain the waitlist for all Lifeworks' services.

Promote and schedule initial navigation sessions for clients with Lead Navigators.

Schedule tours or informational sessions as requested by prospective clients.

Act as liaison for the client when coordinating internal resources, partnering with navigation and program leadership.

Conduct, document, and report on client follow up surveys and other feedback mechanisms.

Requirements

Previous experience in customer service, data entry, or administrative roles.

Proficiency in documenting information accurately and concisely

Ability to handle and process large volumes of information with accuracy.

Skilled in prioritizing tasks and managing time efficiently

Familiarity with Microsoft Office Suite and intake management systems or electronic health records (EHR) systems.

Competence in entering and managing data accurately.

Ability to interact with clients in a supportive and understanding manner.

Skill in addressing and resolving issues that may arise during the intake process.

Understanding of confidentiality laws and regulations relevant to the field, such as HIPAA.

Capacity to work independently while managing tasks and responsibilities effectively.

TalentMatch®

Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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