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Client Intake Manager Jobs in Wisconsin (NOW HIRING)

Reviews client charts to determine medical necessity and staffs each referral and assessment with ... Experience in the managed care pre-certification process, level of care assessments and utilization.

Act as the FPOC for escalations and issues, owning intake through resolution with a focus on ... Exceptional communication and stakeholder management skills, with the ability to influence across ...

Delivering timely email support while managing and completing assigned tasks. โ€ข Deliver excellent ... โ€ข Professionally intake and review client complaints. โ€ข Maintain strict confidentiality ...

Case Manager

Milwaukee, WI ยท On-site

$20 - $25/hr

If you're passionate about advocacy and client-centered care, we want to hear from you ... Conduct intake assessments and crisis intervention when necessary Requirements: * Bachelor's degree ...

Case Manager

Milwaukee, WI ยท On-site

$20 - $25/hr

If you're passionate about advocacy and client-centered care, we want to hear from you ... Conduct intake assessments and crisis intervention when necessary Requirements: * Bachelor's degree ...

Case Manager

Milwaukee, WI ยท On-site

$20 - $25/hr

If you're passionate about advocacy and client-centered care, we want to hear from you ... Conduct intake assessments and crisis intervention when necessary Requirements: * Bachelor's degree ...

... intake, and escalated clinical and non-clinical inquiries. The Senior Operations Manager ensures the team operates within licensing, regulatory, and client requirements while driving measurable ...

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Client Intake Manager information

How does a Client Intake Manager typically collaborate with other departments during the onboarding process?

A Client Intake Manager works closely with various teams, such as sales, legal, and customer service, to ensure a seamless onboarding experience for new clients. They coordinate the collection of necessary documentation, clarify client requirements, and address any concerns that may arise during the intake process. Effective communication and strong organizational skills are essential, as the role often requires managing multiple stakeholders and maintaining up-to-date records to facilitate smooth handoffs between departments.

What are the key skills and qualifications needed to thrive as a Client Intake Manager, and why are they important?

To thrive as a Client Intake Manager, you need strong organizational abilities, attention to detail, and experience with client onboarding or case management, often backed by a degree in business, social work, or a related field. Familiarity with customer relationship management (CRM) software, case management systems, and data entry tools is typically required. Exceptional interpersonal communication, problem-solving, and multitasking skills help you build rapport and handle sensitive client information effectively. These competencies ensure smooth client onboarding, enhance client satisfaction, and support organizational efficiency in managing workflows.

What jobs pay 4000 a week without a degree?

A Client Intake Manager typically earns less than $4,000 weekly, but some high-level sales, real estate brokers, or specialized freelance consultants can reach or exceed this income without a degree. Success in these roles often depends on experience, skills, and performance rather than formal education. Many of these jobs require strong communication, sales abilities, or industry-specific knowledge.

What is the highest paying job as a coordinator?

The highest paying coordinator roles are often in project management, such as Project Coordinator or Program Coordinator, with salaries increasing significantly in industries like technology, finance, and healthcare. Senior-level coordinators with specialized skills, certifications, or experience can earn higher salaries, especially when managing large teams or complex projects.

What is the role of an intake manager?

An intake manager is responsible for coordinating the initial contact with clients, gathering necessary information, and assessing their needs to ensure proper service delivery. They often work with documentation, scheduling, and communication tools to streamline the intake process and facilitate smooth client onboarding.

What is the highest paying job in healthcare management?

The highest paying roles in healthcare management include Chief Executive Officers (CEOs) of hospitals and health systems, with salaries often exceeding $200,000 annually. Other high-paying positions include Chief Operating Officers (COOs) and Chief Financial Officers (CFOs), who oversee organizational operations and finances, typically earning six-figure salaries. These roles require extensive experience, advanced degrees, and strong leadership skills.

What does a Client Intake Manager do?

A Client Intake Manager oversees the process of welcoming and onboarding new clients into a business or organization. Their responsibilities include gathering essential client information, assessing client needs, ensuring all necessary documentation is completed, and coordinating with different departments to facilitate a smooth start for new clients. They play a critical role in ensuring clients have a positive initial experience and that all compliance and regulatory requirements are met. This position often requires strong organizational, communication, and problem-solving skills.
What cities in Wisconsin are hiring for Client Intake Manager jobs? Cities in Wisconsin with the most Client Intake Manager job openings:

$22 - $25/hr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 23 days ago


Job description

Description

Full-time, Non-Exempt (hourly)| approx 30 hrs./week | Full-Time Benefits |$22-25/hr. based on experience, qualifications, and certification status*


*Pharmacy Technicians with active national certification (PTCB or ExCPT) are eligible for an additional $3.00/hour certification differential.ย 


JOB SUMMARY: ย 

The Pharmacy Technician plays a critical operational role in supporting the day-to-day functions of the charitable pharmacy by performing technical, administrative, and client-facing duties under the directions of a licensed Pharmacist. This position is responsible for prescription processing support, eligibility documentation, billing and data entry, inventory assistance, phone and client intake support, and coordination with volunteer pharmacy staff.ย 


This role requires consistent attention to detail, adherence to established pharmacy procedures, and effective communication with clients, volunteers, and staff. While the Pharmacy Technician may provide task guidance and training to support volunteers, this position does not carry supervisory authority and does not exercise independent judgment on professional matters. Work is performed within clearly defined policies, procedures, and legal/regulatory requirements.


This position is essential to maintaining efficient pharmacy operations, supporting vulnerable populations, and ensuring compliance with pharmacy regulations, safeguarding standards, and organizational policies. This role requires the ability to communicate effectively with patients to ensure safe, accurate, and culturally responsive care.


ESSENTIAL DUTIES AND RESPONSIBILITIES:

  • Support pharmacists and pharmacy staff with prescription workflow activities, including data entry, processing prescriptions and may assist with verification, and documentation.
  • Support completing eligibility paperwork accurately and in a timely manner to support client access to pharmacy services.
  • Assist with answering incoming phone calls, taking messages, and assist clients with routine inquiries while escalating complex issues appropriately.
  • Provide direct support to Spanish-speaking patients, ensuring understanding of medication usage and pharmacy services
  • Assist with medication processing tasks as permitted by law and organizational policy.
  • Maintain accurate records in the pharmacy systems and files, as appropriate
  • Assist with coordinating, orientating, and providing on-the-job guidance to volunteers.
  • Serve as back-up point of contact for volunteer scheduling and workflow questions.
  • Identify training needs and communicate concerns to the Pharmacist.
  • Assist with maintaining an organized, clean, and functional pharmacy workspace.
  • Support inventory organization and supply management.ย 
  • Report on maintenance, safety, or equipment issues to leadership (Sr. Director of Client Services).
  • Participate in upkeep activities to ensure a safe and efficient work environment.
  • Adhere to safeguarding, HIPAA, confidentiality, and pharmacy regulatory requirements.
  • Complete required training, background checks, and ongoing compliance activities.
  • Support inclusive, respectful interactions with clients, volunteers, and staff.
  • Assist with pre-eligibility phone calls (or in person visit) as interviews to collect patient information as needed
  • Perform other related duties as assignedย 

An individual in this position must be able to successfully perform the essential duties and responsibilities listed above. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position.

Requirements

QUALIFICATIONS & KEYS TO SUCCESS:


Required

  • Must be at least 18 years old
  • High School Diploma or equivalent (GED)ย 
  • Registered as a pharmacy technician in good standing with the State of Wisconsin or able to become registered.
  • Superior interpersonal and customer service skills and experience
  • Experience with data entry, processing prescriptions, eligibility paperwork, and pharmacy systems
  • Strong organizational, interpersonal, written and oral skills.
  • Strong attention to detail and accuracy
  • Strong pharmaceutical math skills (calculations)
  • Ability to work effectively with diverse populations in a faith-based setting.ย 
  • Demonstrate the implementation of best practices as required by the SVdP Safeguarding policy when interacting with children and vulnerable adults.
  • For the safety of the clients SVdP serves and as per the Safeguarding Policy, this position requires the successful completion of a criminal background check.

Preferred

  • Have or be able to obtain and maintain active Certified Pharmacy Technician (CPhT) certification through PTCB or equivalent
  • Minimum of one (1) year of relevant pharmacy experience in a social service setting
  • Experience in a community, nonprofit, or charitable pharmacy setting
  • Knowledge of pharmacy systems (e.g. PioneerRx, etc.)
  • Pharmacy experience in a community or outpatient setting (min. 2 years) including prescription filling and ordering, general pharmacy operations, inventory control, as well as software and technology systems.
  • Experience working with or supporting volunteers

ย REQUIRED SKILLS

  • Knowledge of pharmacy products, services, and operations.
  • Knowledge of computer and technology systems that drive pharmacy operations.
  • Knowledge of pharmacy inventory controlย 
  • Interpersonal relations and service skills to work with and serve a wide-range of people and patients.
  • Planning and organizing skills, including prioritizing, multitasking and time management skills, to handle multiple tasks at once and work in a pharmacy.ย 
  • Ability to learn, retain and apply new information with proper training.
  • Ethics to behave appropriately and morally in dispensing prescriptions and in the treatment of others.
  • Adaptable, motivated, and dependable to provide quality service across all situations.
  • Must develop good working knowledge of patient assistance programs and the pharmacy vendors, and the Wisconsin Forward Health Portal within the first 6 months of the role.
  • Strong ability to function and communicate effectively with various levels of employees and management.
  • Ability to prioritize and make prudent decisions based on information provided.

PHYSICAL AND MENTAL REQUIREMENTS:

Physical

  • Ability to bend, and/or carry items up to approximately 35 lbs.
  • Ability to stoop, bend, reach, grasp, and perform repetitive motions.
  • Ability to walk, stand, for extended periods of time.
  • Adequate hearing, vision, and verbal communication ability to perform job duties.

Mental

  • Ability to understand, remember, and follow written and verbal instructions
  • Ability to organize and prioritize assigned tasks and manage routine workflow
  • Ability to apply common sense and sound judgment in performing job duties
  • Ability to communicate clearly and professionally in person and by telephone
  • Ability to complete routine documentation accurately
  • Ability to maintain focus and accuracy in a fast-paced, service-oriented environment

An individual in this position must be able to successfully perform the physical and mental requirements listed above. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position.


NON-DISCRIMINATION POLICY:

The District Council of Madison, Inc., Society of St. Vincent de Paul does not and shall not discriminate in our employment, services and volunteerism on the basis of age, race, color, disability, marital status, sex, sexual orientation, national origin, ancestry, arrest record, conviction record, military service, or use or nonuse of lawful products off the employer's premises during nonworking hours, or any characteristic protected by applicable local, state and federal law. We are committed to providing an inclusive and welcoming environment for all members of our staff, clients, volunteers, and vendors. Although the District Council of Madison, Inc., Society of St. Vincent de Paul does not generally consider religion in either hiring or the services it provides, because we are a Catholic charity, requiring liaison with the Catholic Church and its members, certain positions involving such liaisons are reserved for members of the Catholic Church. The District Council of Madison, Inc., Society of St. Vincent de Paul reserves the right to consider whether the conduct reflected in a criminal conviction demonstrates an incompatibility with the responsibilities of the specific job for which an applicant is applying.


FULL-TIME JOB BENEFITS:

  • Medical, dental, and vision insurance options
  • Employer-paid long-term disability and life insurance
  • Voluntary short-term disability and voluntary life insurance coverage available
  • 403(b) retirement plan and an employer-sponsored SEP-IRA
  • Employee Assistance Program (EAP)
  • Generous paid time off (PTO) and sick time off leave policies

WORKING ENVIRONMENT:

  • Primarily works in a pharmacy and charitable service environment
  • Work may involve extended periods at a computer or workstation
  • Exposure to typical pharmacy conditions, including moderate noise and frequent interaction with the public
  • Environment may include temperature variation

EQUITY:

St. Vincent de Paul has a vision for a deeply inclusive environment for our membership, staff, and volunteers. To foster a culture of belonging while providing equitable service delivery above and beyond Equal Opportunity requirements, SVdP candidates must be committed to cultural competency growth and work within diverse teams. SVdP is an Equal Opportunity Employer.