Intake Specialist - (WHEAP) Wisconsin Home Energy Assistance Program KENOSHA, WISCONSIN

UMOS, Inc. • Kenosha, WI

8d • $18 - $23

About The Position

The Intake Specialist provides intake and administrative support for the Wisconsin Home Energy Assistance Program (WHEAP), helping applicants determine eligibility and access benefits. Intake services may be delivered by phone, in person, by mail, through mobile outreach, and, when needed, during home visits. The role supports applicants and clients while helping the program operate efficiently and maintaining the confidentiality of client information.

Requirements

• An associate degree or at least two years of similar work experience in another social services field or within WHEAP.
• Two years of case management experience, or an equivalent combination of training and experience in the social services field.
• Ability to work independently within established policies, procedures, and guidelines.
• Strong interpersonal and communication skills.
• Ability to work flexible and irregular hours, including on-call evening hours.
• Proficiency in Microsoft Office Suite, including Word, Excel, Outlook, and Teams.
• Reliable transportation, a valid Wisconsin driver's license, and adequate vehicle insurance; ability to travel within Wisconsin.
• Successful completion of a criminal background check before commencing employment.

Nice To Haves

• Bilingual verbal and written communication skills in English and Spanish; Hmong, Rohingya, Burmese, or Arabic are also preferred.

Responsibilities

• Provide interactive WHEAP intake services by phone, in person, or by mail to determine program eligibility.
• Enter program applications into the WHEAP electronic data system accurately and on time.
• Answer phones, schedule appointments, and provide program information to applicants.
• Respond promptly to client requests and applicant questions, assist with verification, and process benefits in a timely manner.
• Coordinate administrative activities, including storing, retrieving, and sharing information; answering and relaying calls and messages; and following up professionally.
• Communicate with vendors about repairs and emergency fuel fills.
• Verify earned and unearned income, including wages, child support, TANF, Social Security, and Unemployment Insurance.
• Conduct community outreach and provide mobile intake services at community agencies, senior centers, and housing or neighborhood centers.
• Maintain and secure confidential client information in the office and in the community.
• Conduct home visits as necessary for elderly, handicapped, and disabled clients.
• Refer WHEAP participants to the Weatherization program.
• Work collaboratively to support efficient energy assistance program operations.
• Participate in community program-awareness events.
• Attend training and meetings and perform other duties as assigned.

Benefits

• Paid time off that increases with years of service.
• 15 paid holidays annually.
• Health, dental, vision, life, short- and long-term disability, and accidental death and dismemberment insurance.
• Health Savings Account or Flexible Spending Account options.
• Employee assistance program support services.
• Retirement plan options, including 401(k) and Roth IRA; UMOS contributes at least 3% of eligible compensation annually for employees participating in the 401(k) Retirement Plan.
• Incentive pay of up to $3,000 during the first year of employment.

What This Job Offers

• Job Type: Full-time
• Education Level: Associate degree