A Registrar or Patient Service Representative provides direct assistance to patients at a health care or long term care facility. Answers questions and helps resolve complaints; provides liaison with health care providers; may assist with coordinating appointments or addressing billing or insurance issues.
Intake Coordinator Allied Roofing Partners Santa Rosa, CA Job Details Full-time $35 - $37 an hour 20 hours ago Benefits Paid holidays Health insurance Dental insurance 401(k) Paid time off Vision insurance Opportunities for advancement Life insurance Qualifications Client relationship management Computer literacy Administrative experience Client database systems Clerical experience Customer information system software Full Job Description The Intake Coordinator plays a vital front-line role in shaping the first impression of Capstone Roofing(www.capstoneroofing.biz). As the initial point of contact for potential customers, vendors, and job applicants, this individual must provide a warm, professional, and helpful experience in person, by phone, and online. This position is responsible for managing incoming calls, greeting office visitors, collecting and inputting lead information.
Duties/Responsibilities:
Greets clients, visitors, and guests; determines the purpose of each person's visit and directs or escorts him or her to the appropriate location. Answers, screens, and directs phone calls to staff; takes messages and schedules appointments. Receives mail, documents, packages, and courier deliveries and delivers or distributes items. Performs administrative and clerical support tasks as needed. Will collect and input
NEW LEAD
information into our CRM. Follow up as needed with leads to getting new customers scheduled for estimates. Assists in scheduling inspections and/or estimates, as needed. Assists in the permitting process as needed. Assists in the coordination of job approvals, as needed. Assists in entering payments received via mail or received from the customer in the office into our CRM / bookkeeping system, as needed. Updates the CRM with detailed notes each time you interact with a client. Assists departments / managers, as needed, with scheduling & coordinating meetings, or other company events.
Education & Experience:
2+ years of recent administrative experience required. 1+ years of industry experience with construction, roofing, or other similar trade. Must have CRM experience.
Knowledge & Skills:
Outstanding customer service skills. Proficiency in Microsoft Office Suite, including excel, PowerPoint, word, outlook and other basic software for customer and lead management. Excellent interpersonal, communication, organizational, and time-management skills. Comfortable navigating phone systems, answering phone calls, taking messages, and transferring calls. Ability to manage multiple priorities in a fast-paced environment. (we use RingCentral) Ability to handle sensitive and confidential information with discretion.
Work Environment & Physical Requirements:
Ability to work flexible hours when necessary to support business needs.
Sitting and Standing:
Ability to sit for extended periods at a desk and occasionally stand or walk to access different areas of the office.
Keyboard and Mouse Usage:
Frequent use of a computer keyboard and mouse for data entry and document creation.
Light Lifting:
Occasional lifting and carrying light items such as files, papers, or small office supplies.
Reaching:
Ability to reach for items on desks or shelves.
Vision:
Good close vision to view computer screens clearly.
Fine Motor Skills:
Dexterity in hands and fingers for operating office equipment. Compensation $35.00- $37.00 Hourly based on experience Full-Time position Medical, Dental & Vision Insurance Life Insurance 401(k) Paid Time Off (PTO) Paid Holidays Career advancement opportunities Professional development
