Client Advocate

Manatee, Inc.; Bradenton (FL); On-site; USD 25,000 - 29,000; Full time

Job summary

Meals on Wheels PLUS of Manatee is seeking a Client Advocate to perform face-to-face initial and annual assessments for individuals in need of nutritional services. The role includes referrals, crisis support, and maintaining confidential records, with a focus on compassionate interaction with elderly and homebound clients.

The position is full-time, non-exempt, 8:00 AM–4:30 PM, Monday–Friday, requiring a valid driver's license and reliable vehicle.

Qualifications

• High school diploma or equivalent.
• 2 years' case management experience.
• Valid driver's license, reliable automobile, and auto insurance are required.
• Must be at least 23 years old and have a good driving record.

Responsibilities

• Schedule and conduct face-to-face initial and annual assessments.
• Make referrals to services as needed.
• Drive to clients' homes to perform assessments and reassessments.
• Provide resources for older, homebound individuals.
• Maintain HIPAA-compliant data in our system.
• Perform clerical tasks related to Client Services.
• Cross-train in eCIRTS reporting and Call Center operations.
• Maintain appointment schedules and office time.
• May perform other duties as required.

Skills

Case management

Data entry

Communication skills

Computer skills

Telephone skills

Detail oriented

Driving

HIPAA compliance

CAT training

Education

High school diploma or equivalent

Tools

eCIRTS

Job description

Client Advocate | Careers | Meals on Wheels PLUS of Manatee

Job Summary

Major responsibility is the completion of a face-to-face initial and annual assessment on individuals in need of nutritional services and making appropriate referrals for all other services needed. Assist with clients in crisis or engage with emergency contacts as needed.

Classification

Non-Exempt (Full-Time)

Reports To

Director of Client Programs

Hours

8:00 AM – 4:30 PM, M–F

Pay Rate

$18.00 per hour

Major Responsibilities

• Establish contact with individuals in need of services to schedule a face-to-face assessment within the parameters of client case management program.
• Drive to prospective clients' home to complete an accurate assessment on all eligible clients and make the appropriate referrals to Senior Connection Center (SCC).
• Drive to current client's home to visit face to face at a minimum of once per year to complete reassessment.
• Provide resources for older, homebound, isolated people.
• Utilize our proprietary data management software and maintain HIPAA compliance.
• Perform clerical responsibilities as they relate to Client Services program.
• Crosstrain in the functions of eCIRTS reporting for the Client Services Data and Reporting Administrator.
• Crosstrain in the function of the Call Center in case of absences.
• Maintain a schedule of appointments and office time.
• May perform other duties as required by workload and supervisor.
• High school diploma or equivalent.
• 2 years' case management experience.
• Valid driver's license, reliable automobile, and auto insurance are required.
• Must be at least 23 years old and have a good driving record to meet Meals on Wheels PLUS of Manatee's insurance requirements.
• Ability to work independently and interact with elderly and handicapped people while gathering confidential information with discretion and compassion.
• Ability to perform data entry with complete accuracy.
• Must be detail oriented.
• Must be able to demonstrate excellent computer and telephone skills.
• Ability to assess the social and economic needs of individuals and accurately document these findings.
• Ability to obtain certification in CAT training applicable to the position requirements.
• Must have very good oral and written communication skills and be able to follow supervisory directions.
• Must be able to bend, lift, carry, push and pull 25 lbs. or 50 lbs. with assistance.
• Able to sit and stand for long periods of time.