Intake Certification Specialist

Community Renewal Team Inc; Clay Arsenal (CT); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

Competitive salary

Medical, dental, and vision insurance

Paid time off and holidays

Retirement plan with employer contrib

Professional development opportunities

Job summary

Community Renewal Team Inc. is seeking an Intake/Certification Specialist to support scheduling customer appointments, conduct intake, and determine eligibility for program services.

The role emphasizes accurate documentation, referrals to resources, and strong customer service in a community-based energy services setting. The position requires collaboration with the Energy Department, attention to detail, and the ability to communicate effectively with individuals from diverse backgrounds.

Qualifications

• Associate’s Degree preferred; a high school diploma with relevant work experience may be substituted.
• Experience with non-profit or community volunteering is an asset.
• Bilingual English/Spanish preferred.
• Driving is preferred.

Responsibilities

• Schedule and coordinate customer intake appointments.
• Review applications and documentation for accuracy and eligibility.
• Assist customers with program guidelines and referrals to resources.
• Maintain orderly paper files and accurate computer-based records.
• Provide excellent oral and written communication across diverse backgrounds.
• Attend professional development activities to maintain job skills.

Skills

Time management

Communication skills

Bilingual English/Spanish

Customer service

Education

Associate’s Degree in Human Services

Job description

Come join our team!When you become an employee at the Community Renewal Team (CRT), you will join a host of others with an average tenure of nine years of service. Some of our employees have celebrated more than twenty + years of service. You’ll participate in fun activities, themed- employee appreciation events, organization sponsored golf tournaments, etc. We celebrate the accomplishments of employees using our Wall of Excellence highlighting employees of the month. Opportunities to grow within the organization are plentiful. Most of our employees started in entry level positions and have been promoted throughout their career.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 requirementsDemonstrates 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 FUNCTIONSResponds 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 AND EXPERIENCEEducation: 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: PreferredBenefitsCompetitive salaryMedical, dental, and vision insurancePaid time off and holidaysRetirement plan with employer contributionEmployee assistance programProfessional development opportunitiesLife insurance and other voluntary benefits