Private Client Intake Coordinator

Brooklyn, NY

$50,000 - $70,000

Our client, a premier Medicaid consulting firm specializing in private clients, is seeking an experienced Intake Coordinator to join their team in Brooklyn. This role is the first point of contact for individuals seeking Medicaid planning and application services. You will manage the entire intake process, providing exceptional VIP-level service.

Responsibilities:

• Warmly greet and interview prospective private clients, gathering comprehensive information
• Explain the firm's services, the Medicaid process, and address all questions with empathy
• Collect and carefully review all relevant client documentation (financial, medical, etc.)
• Maintain detailed records in the client database, ensuring accuracy and confidentiality
• Schedule client consultations with the expert Medicaid planning team
• Follow up proactively, guiding clients through next steps with a high-touch approach
• Develop rapport and trusted relationships with discerning private clients
• Provide concierge-level service, anticipating and exceeding client needs

Requirements:

• Bachelor's degree preferred; healthcare or legal services experience a strong plus
• 2+ years in a high-end, client-facing role requiring outstanding customer service
• Excellent verbal and written communication skills; ability to connect with VIP clients
• Strong multitasking abilities to manage multiple complex client cases
• Proficiency with MS Office, CRM software; tech-savvy
• Knowledge of Medicaid eligibility rules; experience in handling sensitive information
• Exceptional organizational skills and attention to detail
• Capacity to work flexible hours as needed to accommodate client schedules



This job is full time in office