Client Intake Specialist

Under the direction of the Program Manager, the Client Intake Specialist will work closely with the program’s Environmental Assessor and partnering Community Health Workers on the new Healthy Providence Healthy Homes Initiative, which works to remove asthma triggers and health hazards from the homes of pediatric asthma patients in Providence, RI. The Client Intake Specialist will work directly with participating households to process applications and determine eligibility for the program. Working with multiple healthcare provider partners, the Client Intake Specialist will conduct Client Intake, perform data entry, assist clients with application completion and client surveys, and coordinate client referrals to complimentary programs and services such as the City of Providence’s Lead Safe program and the Community Action Partnership of Providence’s weatherization and energy efficiency programs.

Key Responsibilities:

The Client Intake Specialist will assist program applicants in submitting necessary paperwork and will determine the income eligibility of applicants. Detailed responsibilities include:

Client Service and Intake:

• Perform Client Intake assessments and direct client files to appropriate personnel.
• Assist applicants with grant program application, collect documentation, and verify eligibility of the applicant and occupants of the property as needed to determine applicant eligibility including age, income, and asthma diagnosis verification, among other criteria.
• Respond to informational requests from families and partner organization in a timely and courteous manner.
• Conduct and coordinate client referral follow-up with community, healthcare, and other agency referral partners.
• Conduct initial Client Intake phone interviews and schedule initial home visits.
• Route and respond to client inquiries in a timely and courteous manner including client correspondence, client and owner packet assembly, filing, and direct client files to appropriate GHHI personnel.
• Collection of background data for client files.
• Perform pre and follow-up post client surveys in compliance with the organization’s data and evaluation processes.
• Assist with conducting program-related inventories.
• Coordinate client relocation assistance as needed.

Information management:

• Assist with Efforts to Outcomes (ETO) database administration.
• Support preparation of data reports relating to program services, grant reports, program reports, evaluation, and continuous quality improvement.
• Create client files and input data into the ETO database including client referral information and notes, division of taxation search, etc.
• Provide data for program management benchmark reporting.

Other Responsibilities:

• Assist with outreach projects and participate in community outreach events on an as-needed basis.
• Assist with outreach presentations and displays.
• Participate in program and departmental meetings.
• Maintain a positive attitude and working atmosphere and mutual respect with other GHHI staff, partners, and clients.
• Assist with miscellaneous office duties as needed.

Minimum Qualifications:

• Flexibility, initiative, and a collaborative spirit.
• Spanish language proficiency.
• Strong interpersonal skills and ability to communicate effectively, both orally and in writing, with a diverse group of clients, program partners, community stakeholders, staff and management.
• Professional work ethic.
• Highly organized, conscientious, and self-motivated team player.
• Works well independently/takes responsibility and initiative.
• Exceptional organizational skills with meticulous attention to detail and follow-up.
• Experience with data entry.
• Ability to build relationships with staff, partners, and stakeholders in the community.
• Ability to provide excellent customer service and consistent client follow up.
• High proficiency in Microsoft Office Suite and database platforms.
• Desire to work in a team environment and make an impact in the lives of low and moderate income families.
• High school diploma or equivalent is required, college preferred.
• Must possess own vehicle for transportation with valid license and auto insurance coverage.

Additional Information: The Green & Healthy Homes Initiative is an Equal Employment Opportunity (EEO) employer and does not discriminate on the basis of race, color, national origin, religion, gender, age, veteran status, political affiliation, sexual orientation, marital status, or disability (in compliance with the Americans with Disabilities Act) with respect to employment opportunities. GHHI embraces diversity, excellence, and mission forward professionalism.