Intake Certification Specialist

Paycom; Clay Arsenal (CT); On-site; USD 40,000 - 52,000; Full time

Job summary

Paycom Energy Services seeks an Intake/Certification Specialist to support scheduling, client intake, and eligibility determination for energy assistance programs. You will review applications, maintain files, and refer clients to internal and community resources while delivering quality customer service.

The role requires strong communication, organizational skills, and the ability to engage diverse communities; bilingual English/Spanish is preferred. Some in-state travel may be required.

Qualifications

• Ability to manage time in a fast-paced environment.
• Strong listening, oral and written communication skills.
• Bilingual English/Spanish preferred.

Responsibilities

• Respond to emergency and non-emergency inquiries within program guidelines.
• Schedule and reschedule client intake appointments.
• Review applications and documentation for accuracy and eligibility.
• Maintain orderly client files and digital records.
• Assist clients with energy applications per procedures and QA.
• Prepare program reports as required.
• Conduct outreach and community education sessions.

Skills

Time management

Listening

Oral communication

Written communication

Cross-cultural communication

Education

Associate's Degree in human services or related field

High school diploma with work experience

Job description

JOB DESCRIPTIONPOSITION TITLE: Intake/Certification SpecialistDEPARTMENT: EnergyFLSA STATUS: Non-ExemptPAY GRADE: 4REPORTS TO: Assistant Program Manager Energy ServicesGENERAL DESCRIPTION OF DUTIESThe purpose of this position is to support the Agency’s needs by scheduling customer appointments, conducting customer intake and performing tasks necessary to ascertain customer eligibility per program guidelines. Based on CRT’s Steps to Success service delivery model, the Intake/Certification Specialist also provides customers with application assistance for and referrals to agency and community resources.SPECIFIC DUTIES AND RESPONSIBILITIESESSENTIAL JOB FUNCTIONSThe list of essential functions, as outlined herein, is intended to be representative of the tasks performed within this classification. It is not necessarily descriptive of any one position in the class. The omission of an essential function does not preclude management from assigning duties not listed herein if such functions are a logical assignment to the position.· Responds to all emergency cases within 24 hours of customer inquiry.· Responsible for responding to all non-emergency customer inquiry as stipulated in program guidelines.· Schedules and reschedules customer intake appointments, as needed.· Provides quality customer service.· As assigned, conducts customer intake and reviews customer application and accompanying documentation for accuracy and completeness and to ensure service eligibility as outlined in program rules and regulations.· Maintains orderly customer paper files in accordance with program requirements· Demonstrates proficiency in the use of available technology to maintain accurate computer-based files in accordance with agency and program requirements.· Refers customers to internal and external resources in support of comprehensive attention to customer need.· Processes energy applications using DSS procedural instructions.· Process energy applications per CRT’s Quality Assurance procedures.· Prepares program reports in accordance with program requirements and agency need.· Possesses excellent oral and written communication skills that demonstrate the ability to communicate with persons of varying racial/ethnic and socio-economic cultures.· Attends courses, professional workshops/training, seminars and/or participates in self-directed studying that will provide for continuous professional growth related to this position.· Obtains/maintains valid certifications to sharpen and refresh job skills.· Performs outreach services and participates in community events and/or conducts community education sessions.· Maintains daily activity log.ADDITIONAL JOB FUNCTIONS· Responds to supervisor, upper management and program funder requests for information as requested.· Some in-state travel may be required.· Performs all other duties as assigned.MINIMUM TRAINING ANDEXPERIENCEEducation: Associate’s Degree in human services or related field from an accredited two year college or university preferred. A high school diploma and work experience may be substituted for a college degree.Demonstrated Skills: The ability to manage time in a fast-paced environment and accomplish job responsibilities under minimum supervision. Experience with non-profit or community volunteering. Must have strong listening, oral and written communication skills.Bilingual: English/Spanish preferred.Driving Required: Preferred Agency Vehicle: No Employee’s Own Vehicle: PreferredADA COMPLIANCEPhysical Ability: Tasks involve the ability to exert very moderate physical effort in light work, typically involving some combination of stooping, kneeling, crouching and crawling, and which may involve some lifting, carrying, pushing and/or pulling of objects and materials of moderate weight (12-20 pounds).Sensory Requirements: Some tasks require visual perception and discrimination. Some tasks require oral communications ability.Environmental Factors: Tasks are regularly performed without exposure to adverse environmental conditions, such as dirt, dust, pollen, odors, wetness, humidity, rain, fumes, temperature and noise extremes, machinery, vibrations, electric currents, traffic hazards, animals/wildlife, toxic/poisonous agents, violence, disease, or pathogenic substances.