Pre-Screen Specialist

Job Summary: The Pre-Screen Specialist performs pre-screenings for potential clients, manages follow-up caseloads, and provides education on services to convert referrals into starts of care. Maintains accurate documentation and meets key performance metrics to support Consumer goals. Supervisory Responsibilities: None Responsibilities: Meet Pre-Screen conversion and start of care goals and other Key Performance Metrics as identified by the department Manager. Manage Pre-Screen follow-up case load according to follow-up protocol. Prioritize follow-up requests from families, potential clients, and referral sources with timely responses. Thoroughly and accurately complete Salesforce documentation according to protocol. Educate potential clients/families on the benefit and process. Attend departmental and company meetings, training, and in-office days as scheduled. Send Signature Packet to potential clients upon conversion to Intake according to protocol and complete required documentation. Other duties as assigned. Required Skills/Abilities: Excellent verbal and written communication skills. Excellent interpersonal and customer service skills. Excellent sales and customer service skills. Excellent organizational skills and attention to detail. Excellent time management skills with a proven ability to meet deadlines. Strong math, analytical, and problem-solving skills. Ability to prioritize tasks and manage caseload efficiently. Ability to function well in a high-paced and at times, stressful environment. Proficient with Google Workspace, Salesforce or related software. Qualifications: High school diploma or equivalent. At least two years related experience required. Related college degree preferred. Physical Requirements: Prolonged periods of sitting at a desk and working on a computer. Must be able to lift up to 15 pounds at times. Must be able to drive to or arrange for transportation for all in-office days, training, and meetings as scheduled by Management.