Benefits Counselor

Clarifi • Philadelphia, PA

49d • Hybrid

About The Position

As Clarifi's newest Benefits Counselor you would be responsible for connecting Clarifi clients with public benefits assistance, helping them to access benefits and live healthier lives. Benefits Counselors provide one-on-one counseling, eligibility screening, and application services for benefits including SNAP grocery assistance, Medicaid, Temporary Assistance for Needy Families (TANF), and more. As a Benefits Counselor, you would be tasked with serving as a subject matter expert, providing Clarifi clients with knowledgeable and personal assistance as they navigate the often-complicated world of public benefits. Benefits Counselors work closely with Clarifi's team of Benefits Navigators, who answer calls on the BenePhilly Helpline: a free telephone hotline that assists Philadelphians in connecting with Benefits Counselors. Benefits Counselors report to Clarifi's Service Delivery Manager.

To learn more about the different ways Clarifi supports clients, including the BenePhilly Helpline, please see https://www.clarifi.org/what-we-do/

Clarifi envisions a world where pathways to financial wellness are accessible to everyone. Our team members are change agents in the communities we serve, each dedicated to empowering individuals to achieve financial resilience and positively impacting their communities. We recognize historic inequities and strive to reverse the systemic effects on marginalized communities. We are dedicated to serving the many diverse communities that make up Philadelphia and the Delaware Valley. To learn more about what motivates us please visit https://www.clarifi.org/who-we-are/

At Clarifi, our people are our power, they're passionate about helping families across the Delaware Valley to reach their financial goals. We are personal finance and housing experts, we are also connectors, helping clients access financial guidance and community organizations to achieve personalized goals. Learn more about our team at https://www.clarifi.org/who-we-are/team-members/

Clarifi wholeheartedly believes a strong organization is based on the foundation of diverse groups of team members. We believe deeply in employees not only bringing their whole selves to work each day, but also feeling comfortable being their authentic self. We encourage people from each and every background and walk of life to apply for opportunities for which they are passionate about and meet the qualifications.

Clarifi offers:

A full-time, long-term position
Awesome benefits
A wonderful location: 1635 Market Street, 5th Floor Philadelphia, PA 19103
A Monday - Friday schedule with evenings and Saturdays as needed
Hybrid work available
Close-knit team that operates efficiently and with energy
An opportunity to impact families positively by connecting them with services we provide

Requirements

• 3 years' experience in customer service, financial support, or any other related field
• Experience with client counseling in 1-on-1 settings
• Excellent written and interpersonal communication skills
• Ability to communicate across a wide variety of channels including phone, email, text and chat as needed to help clients
• Strong organizational and time management skills including the ability to prioritize deadlines and perform multiple tasks and projects simultaneously with limited supervision
• Outcome driven with a strong client focus.
• Capable of working in a fast-paced and collegial environment
• Proficiency with Office 365, client management software and web-based applications is required

Nice To Haves

• Demonstrated knowledge of public benefits preferred
• Bachelor's degree in any related field preferred
• Fluency in both English and Spanish preferred

Responsibilities

• Take client referrals from the BenePhilly Helpline and contact clients to triage cases and schedule appointments for benefits counseling services, either in-person or over-the-phone.
• Provide benefits counseling services including comprehensive eligibility screenings, assistance applying via online submission portals, guidance with document requirements, and post-submission next steps.
• Provide clients with additional referrals based on needs assessment, including referrals for additional Clarifi services and community referrals.
• Build trusting client relationships by showing empathy, offering clear and relevant guidance, and delivering services with client center, culturally proficient, non-judgmental manner.
• Document client success through client stories (outcomes achieved) or client challenges (barriers) to support program development and inform improved service methods.
• Manage confidential client information with a rigorous dedication to organizational security protocols around every aspect of client data.
• Perform all computer system functions associated with the intake session and client record, including working with internal and external systems and client data management systems. These functions include but are not limited to collecting, tracking and reporting required data.
• Complete program related data entry with minimal errors. Ensure that data collected and input within applicable systems meets agency, funder and regulatory standards.
• Provide exceptional client support by collaborating across departments to quickly resolve issues and ensure seamless experience.
• Maintain flexible work schedule, including evening and weekend hours and branch location to respond to business and client need.
• Represent Clarifi at workshops and community events as needed.
• Maintain regular and predictable attendance.
• Compose correspondence and presentations with proper spelling, grammar and articulation.
• Perform special projects and/or assignments as directed by management.

Benefits

• full-time, long-term position
• Awesome benefits
• Hybrid work available
• opportunity to impact families positively by connecting them with services we provide

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Publishing Industries
• Number of Employees: 51-100 employees