Eligibility Specialist in Houston, TX at Search Services

Date Posted: 8/31/2020

Job Snapshot

  • Employee Type:
    Contractor
  • Location:
    Houston, TX
  • Job Type:
  • Experience:
    Not Specified
  • Date Posted:
    8/31/2020

Job Description

Our client is seeking multiple Intake Specialists for their special project to assist a financial assistance program. The Specialist will maintain client files in accordance with agency policies, inputting client information in a designated database and gathering and reporting metrics. The successful candidate will be a solutions oriented and skilled at consumer responsiveness in a timely manner.

Job Duties:

-Contacts qualifying clients to inform of program enrollment, process to determine eligibility and next steps.

-Verifies that all required documentation is available and correct in accordance with the program guidelines, policies and procedures.

-Prepared relevant paperwork to ensure that qualifying clients receive emergency financial assistance in accordance with Catholic Charities policies and procedures.
 
-Performs other duties as assigned
MINIMUM EDUCATION REQUIREMENTS
  • HS Diploma 2-4 years experience or administrative customer service.
  • Associates degree with 1-2 experience in a similar role or administrative customer service role.

MINIMUM SKILLS AND EXPERIENCE REQUIREMENTS
  • Bilingual in Spanish/English, written/verbal (preferred)
  • Nonprofit experience (preferred)
  • Flexible and effective team player, able to adapt to changes and a busy workplace environment.
  • Ability to work with diverse communities.
  • Excellent organizational skills and an ability to self-motivate.
  • Excellent written/verbal communication and people skills.
  • Intermediate Knowledge of MS Office, Excel, and navigating of the internet.
  • Ability to work under pressure, address multiple priorities and meet deadlines.
  • Ability to identify key issues in problem solving and implement effective and creative solutions.
Our client is seeking multiple Intake Specialists for their special project to assist a financial assistance program. The Specialist will maintain client files in accordance with agency policies, inputting client information in a designated database and gathering and reporting metrics. The successful candidate will be a solutions oriented and skilled at consumer responsiveness in a timely manner.

Job Duties:

-Contacts qualifying clients to inform of program enrollment, process to determine eligibility and next steps.

-Verifies that all required documentation is available and correct in accordance with the program guidelines, policies and procedures.

-Prepared relevant paperwork to ensure that qualifying clients receive emergency financial assistance in accordance with Catholic Charities policies and procedures.
 
-Performs other duties as assigned
MINIMUM EDUCATION REQUIREMENTS
  • HS Diploma 2-4 years experience or administrative customer service.
  • Associates degree with 1-2 experience in a similar role or administrative customer service role.

MINIMUM SKILLS AND EXPERIENCE REQUIREMENTS
  • Bilingual in Spanish/English, written/verbal (preferred)
  • Nonprofit experience (preferred)
  • Flexible and effective team player, able to adapt to changes and a busy workplace environment.
  • Ability to work with diverse communities.
  • Excellent organizational skills and an ability to self-motivate.
  • Excellent written/verbal communication and people skills.
  • Intermediate Knowledge of MS Office, Excel, and navigating of the internet.
  • Ability to work under pressure, address multiple priorities and meet deadlines.
  • Ability to identify key issues in problem solving and implement effective and creative solutions.