Energy Services Intake Specialist

Opportunity Council; Oak Harbor (WA); On-site; USD 29,000 - 32,000; Full time

Benefits offered by this job

Paid time off

Wellness time off

Holiday pay

Health insurance options

HSA and FSA plans

403(b) Retirement plan

Dental and vision coverage

Legal services

Job summary

Opportunity Council in Oak Harbor, WA is seeking an Energy Services Screening Specialist to serve as the first point of contact for community members seeking information and services from Energy Programs.

This full-time role prescreens clients for eligibility, schedules energy appointments, and handles calls and walk-ins, with clerical support and referrals to energy services and partner agencies. Bilingual abilities are valued to assist diverse clients.

Qualifications

• Experience or training in working directly with low-income or disadvantaged persons.
• Experience coordinating with other professionals and social service agencies.
• If hiring for a bilingual position, must be able to speak, read, and write with proficiency and fluency in the required language.
• Valid Washington State driver’s license and five-year driving history within Opportunity Council’s Auto Insurance Standards.

Responsibilities

• Answers Energy Services phone calls and responds to walk‑ins and crisis calls.
• Problem solves with clients in crisis.
• Prescreens clients to determine eligibility for Energy Services programs.
• Schedules clients for energy appointments. Enters appointments into scheduling database.
• Provides clerical support for Energy Services, including electronic filing, preparing mailings, processing paperwork, and providing data information upon request
• Assists clients with basic Energy Services information and referrals, including working with vendors and outside community agencies.
• Maintains knowledge of agency and outside community services information in order to provide accurate assistance and referrals to clients.
• Specialize in providing services to clients and families who speak a language other than English as a primary language. May occasionally be asked to support with translating/interpreting a language other than English to assist potential or current clients.

Skills

Crisis handling

Client intake

Bilingual ability

Collaboration

Tools

Driver's license

Job description

Opportunity Council in Oak Harbor, WA is seeking an Energy Services Screening Specialist to serve as the first point of contact for community members seeking information and services from Energy Programs.

This full-time role prescreens clients for eligibility, schedules energy appointments, and handles calls and walk-ins, with clerical support and referrals to energy services and partner agencies. Bilingual abilities are valued to assist diverse clients.