CLIENT SUPPORT SPECIALIST

MEALS ON WHEELS SAN ANTONIO•San Antonio, TX

15d•$18•Onsite

About The Position

General Role and Function: Manage, maintain, and update all client files processed in Client Services department, handle incoming calls from clients and applicants and enter all data for the client files. Works closely with individual client coordinators to maintain a smooth flow of work throughout the department. Works with the Routing Coordinator and Community Engagement team to solve any issues that arise with clients, drivers, and routes. Key Tasks and Responsibilities: Data entry of new client information into the in-house database, verify client eligibility according to agency funding requirements by ensuring that all client file discrepancies are corrected. Answer incoming calls from clients and applicants and aid with program service questions, problems, and eligibility. If unable to answer a question, then escalate to the correct person and/or department. Report and record client complaints according to organization and program services policy. Review driver route sheets at the end of daily delivery and record not-at-home in ServTracker archive. Data entry into ServTracker and Excel spreadsheets (long holds, not at homes, cancelations, etc.). Process next day route sheets. Assist with the holiday meal delivery logistics and data entry. Manage client cancellations and corresponding documentation and data entry. Maintain file documents in client folders and participate in the end of year clean up. Other duties as assigned by management. Key Tasks and Responsibilities: Data entry of new client information into the in-house database, verify client eligibility according to agency funding requirements by ensuring that all client file discrepancies are corrected. Answer incoming calls from clients and applicants and aid with program service questions, problems, and eligibility. If unable to answer a question, then escalate to the correct person and/or department. Report and record client complaints according to organization and program services policy. Review driver route sheets at the end of daily delivery and record not-at-home in ServTracker archive. Data entry into ServTracker and Excel spreadsheets (long holds, not at homes, cancelations, etc.). Process next day route sheets. Assist with the holiday meal delivery logistics and data entry. Manage client cancellations and corresponding documentation and data entry. Maintain file documents in client folders and participate in the end of year clean up. Other duties as assigned by management.

Requirements

Have mobility to work in a standard office setting and to use standard office equipment, including a computer
Vision to read printed materials and a computer screen
Hearing and speech to communicate in person and over the telephone
Able to work at a desk and computer screen for extended periods of time; anticipated that the person may spend several hours of each day seated at a computer
Ability to work in a highly stressful environment dealing with a wide variety of challenges, deadlines, and diverse employee population
Able to occasionally lift up-to fifteen (15) pounds to move office supplies or other equipment

Responsibilities

Manage, maintain, and update all client files processed in Client Services department
Handle incoming calls from clients and applicants and enter all data for the client files
Work closely with individual client coordinators to maintain a smooth flow of work throughout the department
Work with the Routing Coordinator and Community Engagement team to solve any issues that arise with clients, drivers, and routes
Data entry of new client information into the in-house database
Verify client eligibility according to agency funding requirements by ensuring that all client file discrepancies are corrected
Answer incoming calls from clients and applicants and aid with program service questions, problems, and eligibility
If unable to answer a question, then escalate to the correct person and/or department
Report and record client complaints according to organization and program services policy
Review driver route sheets at the end of daily delivery and record not-at-home in ServTracker archive
Data entry into ServTracker and Excel spreadsheets (long holds, not at homes, cancelations, etc.)
Process next day route sheets
Assist with the holiday meal delivery logistics and data entry
Manage client cancellations and corresponding documentation and data entry
Maintain file documents in client folders and participate in the end of year clean up
Other duties as assigned by management