Intake Specialist - New Castle PA

Neighborhood Legal Services•New Castle, PA

2d•Onsite

About The Position

Intake Specialists are responsible for completion of program intakes and redirection of callers to appropriate resources. The conduct of an Intake Specialist and the way the duties are executed shall always be consistent with program policies established by the NLSA Board of Directors and the NLSA Executive Director, including the obligation to maintain client confidentiality. This position is on-site 5 days per week.

Requirements

Computer/keyboarding skills, including proficiency in Microsoft Office, Outlook, SharePoint
Ability to learn and effectively navigate NLSA’s case management system
Excellent telephone skills, including the ability to deal with and handle difficult callers
Proficient in spelling, punctuation, grammar and other English language skills
Proven experience of producing correspondence and documents
Proven experience in managing information and communication
Customer service experience
Prolonged periods of sitting at a desk and working on a computer
Must be able to lift to 15 pounds at times

Nice To Haves

Prior customer service experience is a plus
Associate Degree or minimum of one-year certificate from college or technical school preferred

Responsibilities

Entry of and closing of intakes in the case management system
Respond to all messages (telephone or via on-line intake) on a daily basis
Open and close intakes and assembling office files, forms, and statistics
Prepare and send Reduced Fee Certificates
Maintain the intake areas in good order and ensure that the intake units are properly supplied
Issue and monitor pro bono case referrals
Create and track referrals to other resources for each individual referred
Perform all duties in a courteous manner and with attention to detail
Perform other tasks as needed and as directed by the appropriate supervisory personnel
Perform duties of receptionist or secretary as required or assigned
Participate upon request, in efforts to advance the organization and in fundraising initiatives

Benefits

100% paid healthcare through Highmark that includes prescription and dental coverage
100% paid Life/ADD, Long-term Disability, Short-term Disability Insurance
Paid Health Reimbursement Account (HRA)
Contributions to a 403b and/or Roth 403b after one-year of service (optional)
Vision Insurance (optional purchase)
FSA – Medical Account (optional purchase)
FSA - Dependent Care Account (optional purchase)
Qualified Transportation Election (optional purchase)
15 vacation days (pro-rated first year)
14 sick days (pro-rated first year)
3 Personal Days (pro-rated first year)
16 Holidays (pro-rated first year)