Job Description:

• Field inquiries from potential clients via phone, email, and online forms
• Match clients with therapists that best suit their psychological needs and logistical preferences.
• Schedule appointments based on providers' availability and abilities
• Manage lead nurturing processes to convert inquiries into active clients.
• Maintain high levels of client satisfaction and service excellence throughout the intake process.
• Collaborate with therapists and support staff to ensure seamless client transitions.
• Keep accurate records of client interactions and statuses in our CRM system.
• Provide a warm, friendly, and welcoming environment upon initial contact with each patient, in addition to providing a warm handoff to providers and support staff.
• Stay informed about the latest developments in mental health to enhance client interactions.

Requirements:

• At least 2 years of experience in customer service, sales, or client-facing roles, preferably in the healthcare or mental health field.
• Proficient in CRM software and MS Office; tech-savvy with the ability to learn new tools quickly.
• Strong interpersonal and communication skills.
• Strong computer skills required
• Empathetic and compassionate understanding of mental health challenges.
• Excellent organizational skills and the ability to handle multiple tasks simultaneously.
• Bachelor’s degree in Psychology, Social Work, or related field preferred.
• Experience verifying insurance benefits preferred.
• Experience verifying insurance benefits preferred.

Benefits:

• 401k Safe Harbor plan
• Dental Insurance
• Health Insurance
• Unlimited vacation policy
• Work-from-home
• Yearly employee engagement trips to NYC