Intake Specialist


EFR’s West Des Moines Counseling office is seeking an Intake Specialist who will provide quality customer service and administrative support services to counseling customers of EFR.

Essential Duties & Responsibilities:

Telephonic client case coordination and follow up for clients receiving assessment services through SAS and subsequently referred to substance abuse treatment—using Spanish when appropriate (50%):

  • Greet and assist clients with initial paperwork
  • Answer phone calls and provide general assistance to counseling clients
  • Complete initial intakes by phone and schedule clients
  • Provide consistent and effective communication with counselors and prepare daily schedules
  • Manage collection of payments and security of money box and receipt book. Track and reconcile payments and invoices.
  • Check eligibility according to insurance schedules
  • Assist in accreditation and compliance activities
  • Ensure necessary data entry is completed within a timely fashion
  • Open and close office Monday- Friday
  • Maintain organization and professional presentation of front desk area and client waiting room.
  • Be a positive and productive member of the Counseling Team


  • Compliance with all applicable EFR policies and procedures including privacy and security
  • Complete other duties as requested by supervisor or other administrative personnel
  • Serve as a role model by representing the values of Employee & Family Resources
  • Continuous development of cultural competence


  • High School diploma or GED
  • 2 years of clerical and secretarial experience preferred
  • Proficiency with Microsoft Office programs and Outlook
  • High ability to multi-task and prioritize workloads
  • High level of written and spoken English capabilities