Vcchc
Pre-Screen Specialist
Lake St Louis, Missouri
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hirly's read of this role
- Seniority
- Mid level
- Country
- US
- Work mode
- On-site / unstated
- First seen by hirly
- 22 Sept 2026
Derived automatically from the posting. Upload your resume above to see how the role scores against it.
the posting
Job Summary:
The Pre-Screen Specialist performs pre-screenings for potential clients, manages follow-up caseloads, and provides education on services to convert referrals into starts of care. Maintains accurate documentation and meets key performance metrics to support Consumer goals.
Supervisory Responsibilities:
None
Responsibilities:
Meet Pre-Screen conversion and start of care goals and other Key Performance Metrics as identified by the department Manager.
Manage Pre-Screen follow-up case load according to follow-up protocol.
Prioritize follow-up requests from families, potential clients, and referral sources with timely responses.
Thoroughly and accurately complete Salesforce documentation according to protocol.
Educate potential clients/families on the benefit and process.
Attend departmental and company meetings, training, and in-office days as scheduled.
Send Signature Packet to potential clients upon conversion to Intake according to protocol and complete required documentation.
Other duties as assigned.
Required Skills/Abilities:
Excellent verbal and written communication skills.
Excellent interpersonal and customer service skills.
Excellent sales and customer service skills.
Excellent organizational skills and attention to detail.
Excellent time management skills with a proven ability to meet deadlines.
Strong math, analytical, and problem-solving skills.
Ability to prioritize tasks and manage caseload efficiently.
Ability to function well in a high-paced and at times, stressful environment.
Proficient with Google Workspace, Salesforce or related software.
Qualifications:
High school diploma or equivalent.
At least two years related experience required.
Related college degree preferred.
Physical Requirements:
Prolonged periods of sitting at a desk and working on a computer.
Must be able to lift up to 15 pounds at times.
Must be able to drive to or arrange for transportation for all in-office days, training, and meetings as scheduled by Management.
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