Intake Certification Specialist

Community Renewal Team Inc; Hartford (CT); On-site; USD 42,000 - 57,000; Full time

Job summary

CRT Energy Services is seeking an Intake/Certification Specialist to support enrollment efforts, schedule appointments, and review applications for eligibility. You will assist clients in navigating program requirements and connecting with community resources.

The role emphasizes strong communication, bilingual capabilities (English/Spanish preferred), and the ability to manage multiple tasks in a fast-paced environment. Occasional local travel may be required.

Qualifications

• Experience delivering customer service in fast-paced settings.
• Bilingual English/Spanish preferred.
• Strong written and spoken communication abilities.
• Capacity to manage time and handle multiple tasks.

Responsibilities

• Schedule and confirm customer intake appointments.
• Review applications and documents for completeness and eligibility.
• Maintain orderly paper and digital files per program rules.
• Refer clients to internal and external resources as needed.
• Provide outreach and participate in community events to raise awareness.

Skills

Customer service

Bilingual English/Spanish

Communication skills

Time management

Interpersonal skills

Education

Associate’s Degree in human services

High school diploma + related 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 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 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: Preferred