The primary purpose of the Client Information Specialist classification is to provide customer service to internal external customers and offset the flow of contact to other agency employees.
- Provide customer service to the external and internal customers.
- Answer and assess incoming telephone calls.
- Provide assistance and information about issues and case statuses.
- Verify client information to ensure the caller is authorized to receive case information.
- Transfer calls to appropriate employee.
- Enter accurate notes into the computer system to inform Support Officers and others.
- Take changes of mailing addresses and employment information.
- Update cases accordingly or advises Support Officer if caller is providing address information for other party on the case.
- Mail materials to clients.
- Update confidential information within established guidelines.
- Greet and determine client needs.
- Ensure clients are signed in.
- Contact appropriate department.
- Take photocopies of client identification.
- Ensure clients are seen with appointed timeframe.
- Provide assistance to clients with inquiries regarding procedures and processes.
- Take client complaints.
- Resolve problems or complaints.
- Forward clients to appropriate individual when needed.
- Fax forms when needed.
- Perform routine research to determine proper solutions.
- Stock pamphlets, documents, sign-in sheets, applications and business cards.
- Distribute various forms to clients and employees.
- Process requests for documents and materials per established procedures.
- Notarize documents.
- Notify appropriate staff members for subpoenas.
- Notify security of possible threats.
- Complete /provide work and school excuses for clients.
- Contact translator for clients.
These duties are illustrative only and you may perform some or all of these duties or other job-related duties as assigned.
High school diploma or equivalent with one (1) year of clerical or office administration experience; or any equivalent combination of training and experience.
Must meet background check requirements.
Supervisory Responsibilities
None required.