CCE INTAKE SPECIALIST

Area Agency On Aging Of Central Florida Inc-Senior Resource Alliance•Orlando, FL

About The Position

The CCE Intake Specialist is a non-exempt call center position that conducts assessments, provides education, and completes referrals for adults age 60 and older living in the community who are seeking long-term care assistance. Assistance may involve Medicaid- or non-Medicaid-funded programs. The position works with referrals from the ADRC Helpline, the Department of Children and Families Adult Protective Services Unit, and other organizations and individuals. The incumbent generally works in an office or home office environment and uses computers, a telephone, and other office equipment. The role provides emergency disaster assistance and staff support during an emergency disaster event as directed. Other duties may be assigned by supervisory staff and senior management.

Requirements

  • Four-year college degree, or a high school diploma and three years of experience in I&R services, case management, call center services, social services, or related work.
  • Successful completion of Level II background screening.
  • Become certified as an Information and Referral Specialist in Aging (CIRS-A) through the Alliance of Information and Referral Systems within one year of employment.
  • Excellent written and verbal communication skills.
  • Proficiency in Microsoft Office, including Word, Excel, PowerPoint, and Outlook.
  • Ability to research topics related to services for older adults, analyze data, and provide written and/or oral reports.
  • Ability to read, analyze, and interpret technical procedures, governmental and non-governmental regulations, and policies.
  • Ability to perform arithmetic using whole numbers, common fractions, and decimals across units of measurement.
  • Complete Uniform Client Assessment Training and receive a passing score within 90 days of employment.

Nice To Haves

  • Bilingual English-Spanish ability.

Responsibilities

  • Accept referrals from the ADRC Helpline, the Department of Children and Families Adult Protective Services Unit, and other organizations and individuals.
  • Contact referred individuals to conduct intake and screening, using the standardized screening instrument to collect information about their service needs.
  • Determine potential eligibility for DOEA- and non-DOEA-funded programs.
  • Direct individuals to appropriate non-DOEA resources to address their needs.
  • Enter information in the CIRTS enrollment screen related to program APCL, as needed.
  • Contact individuals on the Assessed Priority Consumer List (APCL) to review reported changes and complete annual re-screenings to support service prioritization.
  • Explain Medicaid eligibility criteria and the eligibility process to prospective applicants.
  • Refer individuals to ADRC Medicaid Benefits Counselors and Medicaid Waiver Specialists for long-term care education.
  • Provide required forms during initial screening or annual re-screening.
  • Release individuals to the appropriate Lead Agency or service provider for CCE, HCE, and ADI services when funding is available.
  • Collect and maintain accurate records of caller requests using Refer computer software for documentation and reporting.
  • Provide emergency disaster assistance and staff support as directed by designated staff.
  • Perform related tasks as assigned by supervisory staff and senior management.

Benefits

  • Medical insurance fully funded by SRA
  • Dental insurance fully funded by SRA
  • Vision insurance fully funded by SRA
  • Paid time off
  • 401(k)
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