Intake & Client Services Assistant

Meals on Wheels of RIProvidence, RI
Onsite

About The Position

The Intake & Client Services Assistant supports the day-to-day operation of Meals on Wheels of RI’s Home-Delivered Meal Program. This includes assisting with the coordination of the home-delivered meals and delivery routes, with a primary focus on client intake, eligibility determination, and service activation processes providing phone support, and customer service. This is a full-time position; Monday through Friday with core hours of 8:30 a.m.-4:00 p.m.

Requirements

  • Commitment to Meals on Wheels of RI mission & values
  • Commitment to a work environment that promotes DEI practices
  • Possesses high energy, positive attitude, dedication
  • Embraces teamwork and flexibility
  • Shows attention to detail, organizational skills and the ability to multitask
  • Offers a high degree of initiative
  • Computer proficiency (MS Excel, Word, and database programs)
  • Sound professional judgment, an exemplary moral compass, exceptional personal integrity, and high ethical standards that engender trust, and proven leadership capabilities
  • A proven ability to identify, navigate, and successfully interact within the dynamics of a fast-paced environment
  • 1-3 years of experience in a nonprofit setting
  • High School degree or equivalent education or experience
  • Experience working with older adults
  • Clear results of a background and motor vehicle record check

Nice To Haves

  • Community Health Worker Certification, preferred

Responsibilities

  • Serve as primary point of contact for all new client referrals and intake inquiries
  • Conduct intake screenings, eligibility assessments, and collect required documentation
  • Conduct Medicaid eligibility verification and ongoing coverage checks to ensure accurate billing, compliance, and uninterrupted client services
  • Provide responsive client and donor support, including handling inquiries, resolving issues, and maintaining positive relationships through phone and written communication
  • Assist with coordination of delivery routes
  • Ensure accurate and timely client onboarding
  • Maintain compliance documentation
  • Support the activities of day-to-day of the Home-Delivered Meal Program
  • Take client referrals, cancellations, restarts, no answers, etc. from various sources and input said information into the database system
  • Prepare correspondence and information for clients, including but not limited to new start packets, birthday cards, menus, etc.
  • Update referral records pertaining to missing or incorrect information.
  • Assist in notifying new clients and/or their guardians of the start date, review the guidelines for the meal program and activate and update status utilizing the SERVtracker program
  • Provide assistance and serve as back-up to other team members as needed
  • Participate in team meetings and special events
  • Other duties, per the ever-changing needs of the organization
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