Customer Service Intake III

SUMMARY

This position is intended to be a hybrid position requiring one or more days in the physical administrative office, with the remainder of days working remotely. This position may also require, at any given notice, the employee to report immediately to the office for meetings, emergency situations, coverage, etc. Initiates, pre-qualifies and administers standard intake and screening instruments for the purpose of gathering information about an applicant for services. Acts as liaison between referring agency professionals and potential clients by performing the following duties:

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.

  • Conducts telephone screening for incoming calls to determine the individual’s needs and screens for potential eligibility for Neighborly funded services in an efficient, timely and consumer friendly manner. Also, works in partnership with other agencies like UniteUs and the Area Agency on Aging of Pasco-Pinellas, Inc. to enter referral information into the platform on behalf of callers looking for services Neighborly does not offer.
  • Disseminates program and service information relating to criteria, options and access.
  • Forwards appropriate referral paperwork for either Outreach or Program follow up.
  • Cancels meals or place meals on hold using ServTracker.
  • Schedule Initial and Re-Assessments with clients for the Nutrition Assessors on their calendars.
  • Taking credit card payments over the phone.
  • Ensure accuracy of work and the meeting of time deadlines.
  • Provides alternate suggestions for underage clients who don’t qualify for the Meals on Wheels (MOW) program by referring from the current OAA list of services.
  • Cover additional incoming calls as needed.
  • Helps with time sensitive departmental projects (such as data entry) on an as-needed basis.
  • Receives and distributes incoming mail.
  • Postmarks outgoing mail on the postage machine ensuring charges are captured for each department and delivers to mailbox each day.

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

OTHER SKILLS AND ABILITIES

  • Knowledge of Neighborly programs, policies & procedures.
  • Knowledge of the special needs of older adults
  • Basic computer skills, data entry, record keeping, and clerical office procedures.
  • Knowledge of the special needs of older adults
  • Work efficiently under pressure with deadlines.
  • Work effectively with community/statewide agencies.
  • Maintain department, agency and client confidentiality.
  • CIRTS training required for input of assessments and CIRTS reporting

SUPERVISORY RESPONSIBILITIES

This job has no supervisory responsibilities.

EDUCATION and/or EXPERIENCE

High school diploma or general education degree (GED); or one to three months related experience and/or training; or equivalent combination of education and experience.

CERTIFICATES, LICENSES, REGISTRATIONS

Abuse and Criminal Background Check

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit, use hands and fingers, reach with hands and arms, and talk and hear. The employee frequently is required to stand and walk. The employee must occasionally lift and/or move up to 10 pounds.

WORK ENVIRONMENT

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may work in both a regular-office environment and a work-at-home office environment and regularly works with interruptions. The Working from home environment should be protected against violations of HIPPA and the workspace should be adequate to accommodate the tasks of this job description & must have reliable Wi-Fi or internet connection for a work from home station. The noise level in the work environment is usually moderate.

TRAINING REQUIREMENTS

  • Neighborly Training
  • HIPAA Training

  • Job Specific:

  • 1
    Telephone System
  • 2
    Program and services Information
  • 3
    Client database Training
  • 4
    Become a certified CIRTS user required by the AAAP

APPLY NOW!

Email your resume to jobs@neighborly.org and list the position in the subject line.

Thank you for your interest in joining Neighborly.

Position Title: Customer Service Intake III
Department: Administration
Status: 25hrs/week
Pay: $16.00/per hour
Hours: Monday – Friday

Benefits: available based on position and hours, ask your hiring manager for details.

  • 403 (b) Retirement Plan
  • 100% Paid Life Insurance
  • 14 Paid Holidays
  • 15 Paid Days Off
  • Employee Training

Apply Now!
Email your resume to jobs@neighborly.org and list the position in the subject line.

Thank you for your interest in joining Neighborly.

Contact Neighborly for Your In-Person Tour of our Facilities.

Become Part of our Community of Care.

727-573-9444 | Monday – Friday 8:00AM-5:00PM