Medicaid Intake Specialist

Area Agency on Aging Palm Beach Beach/Treasure Coast Inc.

Under the direction of the Supervisor, perform Intake duties for the Helpline with the purpose of assessing the needs of consumers, and matching them with available services. This activity includes completing 701 S screenings and annual re-screenings and other related programs with the goal of facilitating the eligibility of consumers waiting for services through reassessments designed to coordinate/integrate various publicly funded programs.

Position is required to:

  • Assist with prioritization of consumers for program and service eligibility by completing a 701S assessment in CIRTS in accordance with DOEA program standards
  • Ensure consumers have a complete understanding of pertinent policy information and program requirements regarding available care options
  • Be able to provide accurate explanation to consumers about all programs and services including CCE, ADI, OAA, HCE and SMMCLTC
  • Enter and maintain Intake information using a CIRTS data base and complete various forms and reports as needed to properly process consumer throughout the intake process
  • Accurately enroll clients in CIRTS for programs based on eligibility criteria
  • Initiate or suggest improvements/enhancements to address and resolve any quality related issues
  • Assist with the process of ensuring service standards and outcome measures are met in regards to providing appropriate quality consumer care in alignment with funder compliance requirements
  • Complete screening following the DOEA training instruction to meet all quality assurance measures and ensure for accuracy and completeness of screenings

The successful candidate must be able to demonstrate proficiency in the following skills:

  • Ability to demonstrate effective communication skills by conveying necessary information accurately, listening effectively and asking questions when clarification is needed
  • Ability to work effectively in a fast paced environment while displaying patience and calmness to consumers
  • Knowledge of local programs, community resources and services as well as eligibility guidelines of DoEA programs; eligibility requirements of Medicaid programs and internal Agency practices and policies
  • Ability to read, interpret and apply rules, laws and procedures
  • Knowledge of needs assessment processes and interviewing/counseling techniques and ability to make sound decisions in the best interests of the consumers
  • Ability to establish and maintain professional communications and relationships with various organizations/agencies and be able to effectively interact with other staff members and seniors
  • Ability to effectively team; provide outstanding consumer/customer service; and display effective time/project management abilities
  • Be detail oriented
  • Demonstrated ability to work independently; take personal responsibility; and demonstrate accountability for actions
  • Considerate and respectful of the diversity of others and displays cultural competence
  • Committed to personal/professional growth and development
  • Conducts self appropriately in work situations and when representing the Agency
  • Ability to maintain confidentiality and display empathy throughout the Intake process

Minimum Requirements for position:

  • GED or HS Diploma and a minimum of three (3) years’ experience in information and referral services, case management, social services, call center services or related work experience OR
  • AA degree in a human service filed and a minimum of one year of experience in information and referral services, case management, social services, call center services or related work experience OR
  • Bachelor’s Degree in a human services field
  • Bi-lingual in Spanish/English a plus

Preferred requirements:

  • AA or bachelor’s degree
  • Prior experience serving elderly or other special needs populations
  • Alliance for Information and Referral Standards (AIRS) certified
  • Knowledge of local community resources

Salary/Training. Location and Hours of Operation:

  • Rate of Pay: $17 per hour
  • The Agency is open from 8:00 AM-5 PM Monday-Friday
  • On the job training and on-going in-service training will be provided to ensure highest quality
  • Remote hybrid schedule offered after successful completion of training following review of knowledge, skills and productivity


Benefit Package for all position includes:

Health Insurance, Life Insurance/AD&D, Long Term Disability Insurance; Vacation, Holiday and Sick Leave Programs, EAP and Retirement Plan.


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