Intake Specialist CEN-14

Summary:

Under the supervision of the Sr. Director of Government and Community Relations, the Intake Specialist serves as a key point of contact for individuals seeking assistance from Centro Civico. This role involves screening, assessing, and providing services to clients while maintaining accurate records and ensuring proper referrals. The Intake Specialist works closely with the Centro Civico team to connect clients with appropriate services and resources. Additionally, this position operates the switchboard, routes call, greets clients and visitors, and performs various clerical duties.

Essential Functions:

Reasonable Accommodations Statement

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable Accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

Operational Services:

• Screen and assess clients to determine their needs and eligibility for services and complete intakes.
• Collect and maintain accurate client information and documentation. Perform clerical tasks, including data entry, filing, and maintaining organized records.
• Provide referrals and connect clients/members to appropriate services within Centro Civico and other agencies.
• Serve as the initial point of contact by operating the switchboard and routing calls efficiently. Answer all incoming phone calls promptly efficiently and courteously.
• Greet clients and visitors professionally, ensuring a welcoming environment.
• Collaborate with other Centro Civico team members to deliver seamless client support and maintain good working relationships with staff from funding sources, related agencies, and other Ibero programs.
• Maintains fax and copier in good operating condition by ordering necessary supplies,and detecting, and reporting the need for repairs.
• Take care of all internal and outgoing mail.
• Receives public/clients and directs them to the proper staff.
• Provides information regarding program location and agency services to callers and visitors.
• Verifies that the referred individual meets program requirements including having an active Medicaid case.
• Assist community members apply for any benefits and entitlements, Section 8, Department of Motor Vehicle forms, Unemployment, and Job search as needed.
• Assist with providing community resource referrals for members as needed for food, clothing, and or housing.
• Maintains reception area clean and in order.
• Provides clerical support to programs including, but not limited to typing, filing, translations, picking up mail routing mail to and from Main Office, etc.
• Safeguards confidential information.
• Maintains sign-in-out logbooks for all visitors.
• Is available to work outside regularly scheduled working hours.
• Participate in related agency and community activities.
• Runs EPACES for Adult Health Home clients the first week of every month to ensure their Medicaid is active.
• Perform any other duties as assigned by the supervisor.

Skills and Abilities:

• Analytical Skills - Ability to use thinking and reasoning to solve a problem; ability to collect and use data to inform decisions.
• Accuracy - Ability to perform work accurately and thoroughly.
• Customer Oriented - Ability to care for customers’ needs while following company procedures.
• Detail Oriented - Ability to pay attention to the minute details of a project or task.
• Diversity Oriented - Ability to collaborate effectively with people regardless of their age, gender, race, ethnicity, religion, or job type.
• Ethical - Ability to demonstrate professionalism conforming to a set of values and accepted standards.
• Interpersonal-Ability/desire to understand others’ attitudes/interests/needs/nonverbal behavior, listening skills, and understanding strengths/limitations of others.
• Relationship Building-Ability to build/maintain friendly relationships/networks with people who might be useful in achieving work-related goals.
• Reliability - The trait of being dependable and trustworthy.
• Communication, Oral and Written - Ability to communicate effectively with others using the spoken word and ability to communicate in writing clearly and concisely.

Position Qualifications:

• High School Diploma or equivalent required.
• Associate’s degree in office management, Secretarial or Human Services preferred, or equivalent combination of education, and preferably a minimum of one year of direct experience working with families.
• Requires basic knowledge of Human Services and community agencies/services available to the public.
• Bi-lingual in Spanish, both written and verbal required. Good written and oral communication in both languages.
• Ability to perform all physical duties required by the position.
• Proficiency in the use of several types of office equipment including computers, software, copiers, fax machines, etc.
• Must possess a valid NYS driver’s license, satisfactory driving record, and transportation.
• Demonstrate ability to work cooperatively.
• A combination of education, experience, and training other than the above may be approved by Ibero's President and CEO.

Authority:

This position holds a relatively high degree of independence within the framework of the agency’s policies and procedures. Must exercise considerable autonomy, and initiative and make decisions regarding completion of tasks and monitoring activities. Must use sound judgment in reaching those decisions and use established policies and procedures in the day-to-day direct service tasks.

Physical Demands:

The position does require occasional standing, squatting, and lifting to approximately 40 lbs. And frequent sitting.