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Intake and Consumer Services Coordinator

Independence First
life insurance, vision insurance, paid holidays, sick time, long term disability, tuition reimbursement, 403(b)
United States, Wisconsin, Milwaukee
540 South 1st Street (Show on map)
Jul 27, 2026
Job Description:

Why a career with Independence First?

When you join Independence First you will be part of a
collaborative and passionate team. You will also enjoy lucrative
benefits! Independence First was selected as one of Milwaukee
Business Journal's Best Places to Work in 2022 - 2025

Independence First is looking for awesome people to join our team!

You
are just the person to join our growing team if you are...

*Looking for an Excellent Benefits Package

*Passionate About Helping Others

*Prefer Bilingual in English, Spanish, Hmong or Arabic (Not required)

Benefits include:

* 12 sick days, 13 vacation days and an additional 12 paid holidays a year

* Employer paid Dental, Life Insurance (twice annual salary),
AD&D, Short and Long Term Disability

* Health Insurance Benefits (partially employer paid, depending on coverage)

* Low-cost Vision Insurance

* Employer-matched 403(b) Retirement Account

* Fitness Center On-site

* Annual Health Risk Assessment

* Annual Flu Shot

* Comprehensive Wellness Program

* Tuition Reimbursement Program

POSITION DESCRIPTION



I.
Position: Intake and Consumer Services Coordinator



II.
Status: Full Time, Hourly



III.
Reports to:PAS Program Director



IV.
Position Summary:Responsible for Personal Assistant
Services (PAS) consumer intakes and referrals. Assists with the
coordination of consumer services.



V.
Position Expected Hours of Work: This is a full time
position. Days and hours of work are Monday through Friday 8am to
4:30pm. Occasional evenings and weekends.



VI.
Essential Functions of the Position:



  1. Responsible for consumer intakes and referrals including
    verification of eligibility, both phone and in person, maintaining
    confidentiality and repect to consumer needs. Ability to triage for
    appropriateness for PAS services.
  2. Provide education to consumer and caregivers on eligibility for
    services and systems navigation
  3. Complete required documentation in PAS deatabases; complete
    reports on related activities and outcomes as designated.
  4. Activerly participate in the PAS Coordination team meetings and
    other meetings as requested
  5. Communicate effectively with internal teams and external partners.
  6. Attend community events to support recruitment and engagement
    efforts, acting as an ambassador for Independence First
  7. Advocate for consumer needs with outside partners where appropriate


VII.
Work Environment



  1. The work environment is generally performed in an office setting
    with minimal to moderate noise level.


Disclaimer:



The above statements reflect the general details necessary to
describe the principle functions of the occupation described and shall
not be construed as a detailed description of all the work
requirements that may be inherent in the occupation.

Experience and Skills:

I.
Professional Qualifications



  1. Degree in a related field or equivalent work experience
  2. CNA level experience required
  3. 1-2 years of experience in project development and management as
    well as demonstrated success in reaching set outcomes.
  4. Demonstrated training and experience in determining Activities of
    Daily Living competency levels a must
  5. Knowledge base of personal cares: ADL's and IADLs and ability to
    assess and to provide training of this knowledge required.
  6. Must have a firm belief in consumer control, the independent
    living philosophy and our agency Vision Statement.
  7. Excellent communication skills to include speaking, writing,
    listening and relationship building.
  8. Strong time management, organization and prioritization skills.
  9. Attention to detail and accuracy a must
  10. Excellent customer service skills
  11. Strong analytical problem solving and critical thinking skills.
  12. Ability to work both independently and cooperatively as part of a
    team with minimal supervision.
  13. Flexibility in the work environment and willingness and ability to
    adapt to changing departmental/agency needs.
  14. Positive attitude and professional approach to work.
  15. Knowledge of community based resources, intake and referral experience.
  16. Ability to handle confidential information and confrontational situations
  17. Ability to effectively listen to concerns of workers and consumers
    and problem solve for an equitable resolution
  18. Must be able to visit homes that may or may not be accessible
  19. Knowledge of Medicaid, Managed Care, Family Care, IRIS desired
  20. Demonstrated Computer and software skills required; proficiency
    with Microsoft office.
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