Client Intake Specialist- BERT

Erc Co

Berthoud, Northern (CO, KY)

On-site

USD 42,000 - 54,000

Full time

12 days ago

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Benefits offered by this job

PTO

Sick Time

Holiday Pay

401K match

Career growth opportunities

Job summary

Energy Resource Center is a Colorado nonprofit focused on improving comfort, safety, and efficiency of homes for low-income households. The Client Intake Specialist maintains client files, screens eligibility for the Colorado Energy Office Weatherization Assistance Program, and coordinates audits and weatherization scheduling with field crews.

The role involves interviewing clients, preparing state reports, and ensuring accurate documentation while providing clear information on energy measures

Qualifications

High School Diploma or equivalent; 3–5 years in client services, case management, or related field.
Pre-employment drug screening; background and MVR checks.
Proficient in MS Office; strong communication and organization.

Responsibilities

Maintain weatherization and furnace application files; ensure eligibility per state/program rules.
Use the computer system to track and manage client information.
Answer calls and direct to appropriate staff.
Inform clients about energy measures and eligibility requirements clearly.
Schedule work dates with clients; coordinate with crews and priorities.
Prepare daily field staff schedules and adjust as needed.
Receive and distribute mail; prepare/send program letters.
Update client forms for accuracy.
Conduct client education on energy efficiency measures.
Select clients for scheduling based on priorities and crew availability.
Assist coordinators in preparing field staff schedules.
Perform other related duties to support ERC’s mission.

Skills

Interpersonal communication

Organizational skills

Microsoft Office

PC proficiency

Education

High School Diploma

Bachelor’s degree in social work/public administration/human services

Tools

Microsoft Office Suite

Job description

COMPANY DESCRIPTION

Energy Resource Center is a 501(c)(3) nonprofit organization focused on increasing the comfort, safety, and efficiency of Colorado homes, especially for low-income households.

EEOC COMMITMENT

ERC is dedicated to the principles of Equal Employment Opportunity. In doing so, ERC prohibits unlawful discrimination because of age (40 and over), race (including traits historically associated with race, such as hair texture and length, protective hairstyles), sex, sexual orientation, gender identity, gender expression, color, religion, national origin, military status, disability, genetic information, or any other applicable status protected by state or local law.

JOB DESCRIPTION

This is a brief description; it is not comprehensive

The ClientIntake Specialistis responsibleformaintainingclient files,answeringand directing phonecallsandworking directly with clients.This vital role involves interviewing prospective low to medium-income clients, certifying their eligibility for the Colorado Energy Office’s Weatherization Assistance Program (CEO WAP), and preparing essential documentation for state reports and internal controls. The Intake Specialist also schedules energy audits and weatherization crews for eligible clients based on priorities set by State Policy and the Regional Director.

JOBRESPONSIBILITIES

Maintain weatherization and furnace application files, ensuring all state and program requirements for client eligibility are met.

Utilize the computer system to track and manage client information accurately.

Answer telephone calls and direct them to theappropriate staffmembers.

Respond to client inquiriesregardingenergy measures and eligibility requirements with clarity and professionalism.

Contact clients to schedule specific dates and times for work, ensuring efficient coordination.

Prepare daily schedules for field staff and adjust them as necessary to meet operational needs.

Receive and distribute all incoming mailforthe agency promptly.

Prepare and send letters to clientsregardingprogram-related matters.

Prepare and update client forms to ensure all information is current andaccurate.

Conduct educational sessions with each client to inform them about energy efficiency measures.

Select clients for scheduling based on established priorities and crew availability.

Assist Production Coordinators in preparing work schedules for field staff, ensuring optimal resource allocation.Perform other related duties as assigned to support the organization’s mission.

MINIMUM QUALIFICATIONS/EXPERIENCE

High School Diploma or equivalent with 3-5 years of experience in client services, case management, or a related field. Candidates must pass a pre-employment drug screening. Candidates will be subject to a criminal background check and motor vehicle report. (See job-specific qualifications below):

Ability to work efficiently in a fast-paced environment and meet deadlines.

Excellent interpersonal and communication skillswith the ability to work effectively with diverse populations.

Excellent organizationaland time management skills

Ability to handle sensitive information with confidentiality and professionalism.

Capacity to work independently and as part of a team,demonstratingflexibility and adaptability

Proficient in PC operations and using Microsoft Office Suite, including, but not limited to, Word, Excel, and PowerPoint.

PREFERRED SKILLS

:(Licensing/Certification)

Bachelor’s degree insocial work,publicadministration,humanservices, or related field preferred.

Understanding ofweatherization programs or similar energy efficiency initiatives.

Experience working with federal orstate-funded programs.

Experience working with low-income or vulnerable populations preferred.

REPORTS TO

Reports toField Schedule Coordinatorandcollaborateswith Field Operations Manager.

SUPERVISORY RESPONSIBILITY

:No supervisory responsibilities

TRAVEL

Travel NOTrequired.

WORKING CONDITIONS/PHYSICAL REQUIREMENTS

These are essential functions andare required toperform the work effectively.While the role ofClient Intake Specialistprimarily focuses on mental and data driven tasks, there are some physical requirements that may be relevant. These requirements aregenerally moreabout comfort, efficiency, and ergonomics while working, rather than intense physical exertion: