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Customer Services & Support

O’Connor Professional Group Hiring for Intake Associate Full Time

Title: Intake Associate


Position Status: Full-time (exempt), Remote, preference to New England based candidates


Supervisor: Director of Intake


Compensation: $46,000 annual salary plus benefits


Schedule: Wednesday 5pm-8am; Thursday 5pm-8am; Friday 5pm through Monday 8am; All times Eastern Standard Time

O’Connor Professional Group (OPG) offers a continuum of services to guide individuals and families through the behavioral health industry by providing concierge services to identify suitable treatment and aftercare options and assist in creating and implementing sustainable recovery plans. We help address the needs of those struggling with behavioral health issues that include substance use disorders, mental health issues, eating disorders, and mood and personality disorders. We also support individuals on the autism spectrum and young adults lacking clinical diagnoses, who are struggling with transitions to independence.

The Intake Associate has an innate desire to improve the lives of those who have been impacted by some type of behavioral health condition. They are passionate about imparting hope, invigorated through the building of connections, and enjoy a good challenge. This position will utilize critical thinking, discretion and independent judgment when supporting prospective clients, particularly when assessing how we can help as a service provider. The Intake Associate will be a key member of our Intake Team and will serve as the first point of contact for Wednesday, Thursday, and Friday evenings/overnights as well as the weekend. This position will work with prospective clients, families, and referring professionals by understanding how we can meet their needs and then taking appropriate action to sign them onto services.

Responsibilities

Primary Responsibilities – Intake

  • Managing all incoming inquiries and qualified leads for cases, which may include but not be limited to:

o Talking with families, advisors, individuals, and other referral sources about our services;
o Acting as lead liaison for all incoming inquiries, coordinating next steps, and following-up to ensure referrals move through the intake process efficiently;
o Answering pricing and other financial questions related to our services based on several variables that can impact the financial arrangement, including client acuity, location, urgency, and required resources; and
o Proposing and finalizing staffing options for prospective clients based on the clinical needs.

  • Drafting and sending comprehensive proposals to prospective clients that detail the ways in which we can provide services.
  • Supporting the Director of Intake with any intake related tasks or processes, including following-up with families and referral sources.
  • Initiating and finalizing contract and payment from clients and families signing onto OPG services.
  • Understanding the range of OPG staff members available to staff cases and being able to effectively match a case with a staff resource.
  • Helping to find a case manager to staff a particular case, when needed.
  • Entering leads, relevant information, and activities into our Salesforce database.
  • Ensuring that all staff members have appropriate staff profiles created and uploaded to our shared server.
  • Working with relevant OPG team members to recruit, interview, and onboard staff in new geographies.
  • Other duties as assigned.

Secondary Responsibilities – Special Projects

  • Assisting with generating OPG content, including writing blog posts, monthly newsletter, PowerPoint presentations, website updates and white papers.
  • Generating emails to potential referral sources.
  • Ensuring that Salesforce remains accurate and up to date.
  • Other duties as assigned.

Desired Skills

  • Excellent communication skills, both verbal and written.
  • Strong organizational and multi-tasking skills; ability to prioritize and re-prioritize throughout the day.
  • Customer service focus; capacity to be creative and flexible to meet client requests and needs.
  • Ability to discuss sensitive topics with families, including finances and costs associated with OPG services.
  • Personable, empathetic, positive attitude.
  • Comfortable working in a fast-paced, team-oriented environment.

Specific Requirements

  • Willingness to embrace and to champion intake growth, for leads that are clinically appropriate.
  • Ability and willingness to complete both administrative and intake tasks, including covering intake line as needed.
  • Facility with software programs including but not limited to Salesforce, Microsoft Word, Excel, PowerPoint.
  • Experience or willingness to learn about behavioral health and medical topics.

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Job Overview

  • ID: 313672
  • Date Posted:
  • Location:
  • Job Title: O’Connor Professional Group Hiring for Intake Associate