Treatment Engagement Specialist

LIGHTSHARE BEHAVIORAL WELLNESS & RECOVERY
Sarasota, FL

: SUMMARY OF RESPONSIBILITIES: Answers all assigned, incoming calls. Engages potential clients, performs initial screening process, determines financial eligibility, and arranges admissions into Detox or Residential services. MINIMUM QUALIFICATIONS: This position requires a Bachelors' degree or equivalent. Strong sales background, extensive knowledge and understanding of substance abuse and various forms of treatment, strong people skills to provide excellent internal and external customer service, knowledge of online marketing engagement strategies, and web-based tools. ESSENTIAL DUTIES/RESPONSIBILITIES:
  • Effectively collaborates with members of Treatment Team in planning and providing a safe and therapeutic environment for clients.
  • Answers all assigned, incoming calls using company-provided cellular telephone.
  • Engages the client and/or loved one rapidly and arranges admission into program as quickly as possible.
  • Identifies ineligible clients quickly and makes referrals to other programs.
  • Performs work in an organized, responsible, and efficient manner.
  • Integrates with all agency departments to provide education on available treatment options and to ensure all potential clients are identified in a timely manner.
  • Meets sales and revenue objectives as determined by supervisor.
  • Records incoming call data as well as admission and revenue data and generates reports to be reviewed by supervisor.
  • Participates in special projects as assigned by supervisor.
  • Maintains customer confidence and protects operations by keeping information confidential; following established confidentiality policy and procedures; maintaining professional boundaries with clients.
  • Maintains customer confidence and protects operations by keeping client information confidential; following established confidentiality policy and procedures; maintaining professional boundaries with clients.
  • Maintains operations by following policies, procedures, rules, and regulations, and participating in quality reviews, reporting needed changes.
  • Completes all training requirements in a timely manner.
  • Maintains inter- and intradepartmental workflow by fostering a spirit of cooperation.
  • Completes all other duties and special projects as assigned.
CORE COMPETENCIES Demonstrates Dependability:
  • Arrives to work on time according to Lightshare policies.
  • Uses leave time according to Lightshare policies.
  • Completes documentation/paperwork and projects within deadlines.
Demonstrates Flexibility & Initiative:
  • Assumes additional responsibilities and a willingness to assist colleagues.
  • Works different shifts when necessary.
  • Recommends program changes and improvements.
Demonstrates Teamwork:
  • Maintains an overall work attitude of cooperation and professionalism in all interactions with agency staff and community professionals.
  • Attends and participates in required staff meetings and agency-wide committees.
  • Receptive to direction and feedback from supervisor
Demonstrates Professionalism:
  • Conducts self in a professional manner with colleagues, peers, and clients.
  • Recognizes the rights of clients; and will always protect client's privacy by following Lightshare, State, and Federal mandated privacy procedures and regulations.
  • Always adheres to Lightshare Code of Ethics.
  • Complies with all agency policies and procedures, laws, and regulations under which Coastal operates.

Posted 2026-06-09

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