Intake Coordinator/Team Lead
Full Time • Owatonna
Benefits:
- 401(k)
- 401(k) matching
- Competitive salary
- Dental insurance
- Health insurance
- Opportunity for advancement
- Paid time off
- Training & development
- Tuition assistance
Job Summary:
The Intake Coordinator and Team Lead is a key role responsible for managing the referral and intake process while serving as a mentor and leader for the case management team. This position ensures that referrals are managed efficiently, clients are assessed for eligibility, and integrated treatment plans are developed. As a team lead, the Intake Coordinator supports staff development through training, mentorship, and collaboration, fostering a positive team environment to enhance overall team success and morale.
Supervisory Responsibilities:
• No
Duties/Responsibilities:
The Intake Coordinator and Team Lead manages the referral and intake process by reviewing and processing referrals, providing outreach in the community, collaborating with stakeholders to address service eligibility, assessing clients for functional impairments, and determining service eligibility. They develop integrated treatment plans, complete intake paperwork, and transition clients to case managers. As a team lead, they mentor staff, train new case managers and interns, facilitate weekly staff meetings, and foster a positive, supportive team environment. They function as a liaison between referral sources and internal teams, ensure compliance with policies and regulations, maintain accurate records, and provide feedback to improve processes.
Required Knowledge, Skills, and Abilities:
• Excellent interpersonal communication skills; deals effectively with a variety of people and personalities; communicates clearly and effectively both orally and in writing.
• Able to work independently, showing initiative, and willingness to take charge of a situation.
• Skilled in identifying and assessing a wide range of clients’ needs.
• Applies effective time management skills in order to meet all deadlines.
• Demonstrates thoroughness and organizational skills in the workplace.
• Displays flexibility to meet the Center’s and clients’ needs in an environment with interruptions.
• Shows proper etiquette when dealing with clients and other sources.
• Ability to differentiate between assisting with independent living and enabling clients to remain dependent.
• Familiarity with standard computer functions and applications.
• Willingness to transport clients in their vehicle when necessary.
• Recognizes and understands mental health symptoms and diagnoses.
• Experience in use of some office equipment such as copying machine, fax machine, postage machine, paper shredder, programmable telephone system, e-mail, etc.
• Understands the confidential nature of organizational information and maintains confidence.
Education and Experience:
• Bachelor’s degree in one of the behavioral sciences or related fields from an accredited college or university and has at least 2,000 hours of supervised experience in the delivery of mental health services to persons with a mental illness or completes 40 hours of special training for delivering these services along with clinical supervision from a mental health professional at least once a week until the 2,000 hours requirement of supervised experience is met; or
• Is a graduate student in one of the behavioral sciences or related fields and is formally assigned by an accredited college or university to an agency for clinical training; or
• Holds a master’s or other graduate degree in one of the behavioral sciences or related fields from an accredited college or university and has less than 4,000 hours post-master’s experience in the treatment of mental illness.
Physical Requirements:
Employee must be able to:
• Hear and speak in order to use telephones and communicate with people inside and outside the office.
• Physical ability to move around the office area and in the community throughout each workday.
• Visual ability to review detailed reports and information, and to use the computer for keyboarding.
• Bend at the waist or crouch for filing charts in the filing cabinets.
• Physical ability to Exert up to 20 pounds or up to 10 pounds of force frequently.
Work Environment:
The employee must be able to tolerate transporting clients in their own vehicles, entering clients’ homes, and interacting with clients at different functions. Seasonal weather conditions and frequent changing from inside/outside work environment are required. There are many duties performed in an office setting.
Other Duties:
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
The Intake Coordinator and Team Lead is a key role responsible for managing the referral and intake process while serving as a mentor and leader for the case management team. This position ensures that referrals are managed efficiently, clients are assessed for eligibility, and integrated treatment plans are developed. As a team lead, the Intake Coordinator supports staff development through training, mentorship, and collaboration, fostering a positive team environment to enhance overall team success and morale.
Supervisory Responsibilities:
• No
Duties/Responsibilities:
The Intake Coordinator and Team Lead manages the referral and intake process by reviewing and processing referrals, providing outreach in the community, collaborating with stakeholders to address service eligibility, assessing clients for functional impairments, and determining service eligibility. They develop integrated treatment plans, complete intake paperwork, and transition clients to case managers. As a team lead, they mentor staff, train new case managers and interns, facilitate weekly staff meetings, and foster a positive, supportive team environment. They function as a liaison between referral sources and internal teams, ensure compliance with policies and regulations, maintain accurate records, and provide feedback to improve processes.
Required Knowledge, Skills, and Abilities:
• Excellent interpersonal communication skills; deals effectively with a variety of people and personalities; communicates clearly and effectively both orally and in writing.
• Able to work independently, showing initiative, and willingness to take charge of a situation.
• Skilled in identifying and assessing a wide range of clients’ needs.
• Applies effective time management skills in order to meet all deadlines.
• Demonstrates thoroughness and organizational skills in the workplace.
• Displays flexibility to meet the Center’s and clients’ needs in an environment with interruptions.
• Shows proper etiquette when dealing with clients and other sources.
• Ability to differentiate between assisting with independent living and enabling clients to remain dependent.
• Familiarity with standard computer functions and applications.
• Willingness to transport clients in their vehicle when necessary.
• Recognizes and understands mental health symptoms and diagnoses.
• Experience in use of some office equipment such as copying machine, fax machine, postage machine, paper shredder, programmable telephone system, e-mail, etc.
• Understands the confidential nature of organizational information and maintains confidence.
Education and Experience:
• Bachelor’s degree in one of the behavioral sciences or related fields from an accredited college or university and has at least 2,000 hours of supervised experience in the delivery of mental health services to persons with a mental illness or completes 40 hours of special training for delivering these services along with clinical supervision from a mental health professional at least once a week until the 2,000 hours requirement of supervised experience is met; or
• Is a graduate student in one of the behavioral sciences or related fields and is formally assigned by an accredited college or university to an agency for clinical training; or
• Holds a master’s or other graduate degree in one of the behavioral sciences or related fields from an accredited college or university and has less than 4,000 hours post-master’s experience in the treatment of mental illness.
Physical Requirements:
Employee must be able to:
• Hear and speak in order to use telephones and communicate with people inside and outside the office.
• Physical ability to move around the office area and in the community throughout each workday.
• Visual ability to review detailed reports and information, and to use the computer for keyboarding.
• Bend at the waist or crouch for filing charts in the filing cabinets.
• Physical ability to Exert up to 20 pounds or up to 10 pounds of force frequently.
Work Environment:
The employee must be able to tolerate transporting clients in their own vehicles, entering clients’ homes, and interacting with clients at different functions. Seasonal weather conditions and frequent changing from inside/outside work environment are required. There are many duties performed in an office setting.
Other Duties:
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
Compensation: $55,000.00 - $65,000.00 per year
.
South Central Human Relations Center has been delivering comprehensive, community-based mental health services to adults, children, adolescents and families for more than 45 years. It began in 1964 with residents of Steele County first gaining access to psychiatric and psychological services available to residents of four counties. Since then, the organization has steadily expanded to meet the growing needs of the communities in Steele, Dodge and Waseca counties.
South Central Human Relations Center employs approximately 130 staff members. Our staff includes psychiatrists, psychologists, counselors, social workers and administrative professionals, all committed to the service of our clients and their recovery. We are an Equal Opportunity Employer and do not discriminate against any job applicant or employee on the basis of age, race, color, religion, gender, national origin, sexual orientation, veteran status, or physical or mental disability.
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