Public Assistance Intake & Records Clerk

Montgomery County, PA; Kettering, Dayton (OH, OH); On-site; USD 22,000 - 33,000; Full time

Job summary

Ohio Job and Family Services is seeking a receptionist and clerical support specialist under supervision to interview applicants for public assistance, determine the type of assistance and refer to the appropriate unit. You will perform data entry, document processing, and basic eligibility determinations.

The role involves front-desk duties, processing mail and forms, and assisting clients with online case information and benefit services.

Qualifications

• High school diploma or equivalent with clerical/customer service experience or completion of a customer service certificate program.
• Experience in office practices and procedures, database use, and spreadsheets is preferred.

Responsibilities

• Screen applicants to determine the type of public assistance requested and schedule appointments.
• Provide or accept documents from applicants, and scan or enter documents into agency systems.
• Perform clerical duties, including answering phones, printing documents, preparing spreadsheets, handling mail, completing required forms, and preparing reports.
• Assist clients in person with accessing online case information, phone systems, and benefit card service vendors; retrieve and enter client data into the database.
• Serve as the first point of contact for clients and visitors, maintain the reception and forms room area, and offer community resource information and assistance.
• Support call center operations, answer incoming customer service calls, route calls to the appropriate department, provide case status updates, reschedule appointments, and enter messages into the agency database.
• Retrieve and respond to voicemails, return inquiry calls, and mail forms/applications upon request.
• Monitor various email boxes for incoming emails, ensuring all correspondence is addressed timely and assigned appropriately.
• Make cross-referrals to proper agencies and document referrals in state/agency systems.
• Track and assign cases and tasks utilizing spreadsheets, state/agency systems.
• Attend required trainings, meetings, and workshops.

Skills

Customer service

Data entry

Phone handling

Basic math

Education

High school diploma or equivalent

Tools

Agency databases

Email systems

Job description

Ohio Job and Family Services is seeking a receptionist and clerical support specialist under supervision to interview applicants for public assistance, determine the type of assistance and refer to the appropriate unit. You will perform data entry, document processing, and basic eligibility determinations.

The role involves front-desk duties, processing mail and forms, and assisting clients with online case information and benefit services.