Intake Certification Specialist

COMMUNITY RENEWAL TEAM INC•Hartford, CT

3d•$18 - $23•Onsite

About The Position

The Intake/Certification Specialist supports the Energy department by scheduling customer appointments, conducting customer intake, and determining customer eligibility according to program guidelines. The position also provides application assistance and referrals to agency and community resources, following CRT’s Steps to Success service delivery model. The role reports to the Assistant Program Manager Energy Services and is classified as non-exempt. The specialist responds to emergency cases within 24 hours and handles other customer inquiries within program guidelines. Duties include reviewing applications and supporting documents for accuracy, maintaining paper and computer-based files, processing energy applications, preparing reports, maintaining a daily activity log, and participating in outreach and community education. Some in-state travel may be required.

Requirements

High school diploma; relevant work experience may substitute for a college degree.
Ability to manage time in a fast-paced environment and complete responsibilities under minimum supervision.
Strong listening, oral, and written communication skills.
Ability to communicate with people from varying racial, ethnic, and socioeconomic backgrounds.

Nice To Haves

Associate’s degree in human services or a related field from an accredited two-year college or university.
Experience with nonprofit organizations or community volunteering.
Bilingual English/Spanish skills.
Valid driver’s license or driving ability; driving is preferred.
Use of the employee’s own vehicle is preferred.

Responsibilities

Respond to emergency customer cases within 24 hours and respond to non-emergency inquiries as stipulated in program guidelines.
Schedule and reschedule customer intake appointments as needed.
Provide quality customer service.
Conduct customer intake and review applications and accompanying documentation for accuracy, completeness, and eligibility under program rules.
Maintain orderly paper files and accurate computer-based files in accordance with program and agency requirements.
Refer customers to internal and external resources to address their needs.
Process energy applications using DSS procedural instructions and CRT Quality Assurance procedures.
Prepare program reports in accordance with program requirements and agency needs.
Attend courses, workshops, training, and seminars, or pursue self-directed study for continued professional growth.
Obtain and maintain valid certifications related to the position.
Perform outreach, participate in community events, and conduct community education sessions.
Maintain a daily activity log.
Respond to information requests from supervisors, upper management, and program funders.
Travel in-state when required and perform other assigned duties.