Client Services Specialist

Job Summary:

The Client Services Specialist is responsible for working in the call center to provide assistance to Home Delivered Meal clients (new and existing) and volunteers that are delivering meals. This position requires completing paperwork, managing client information in our database, processing new client referrals and other office procedures to support the Director of Client Services.

Major Responsibilities: 

1. Processes the client referral calls, cancellations, and restarts for client enrollment.
2. Disseminates client information to the appropriate departments.
3. Refers new and current clients to Client Advocates for assessment using AIMS and the Referral Log.
4. Provides call center support for the Client Services Program.
5. Creates and securely maintains all client files.
6. Processes daily reports for appropriate departments.
7. Will require cross training as a Client Advocate in order to help complete face to face client assessments when needed.
8. Assists with special projects as assigned.
9. May perform other duties as required by workload or supervisor.

Minimum Requirements

1. High School Diploma or equivalent
2. 2 years clerical and filing experience.

Special Skills, Tools, Technology Requirements

1. Bilingual and able to read, write and speak English & Spanish proficiently is preferred
2. Ability to work well in groups
3. Must be computer literate and able to demonstrate excellent telephone skills
4. Must be able to multi-task and pay close attention to detail
5. Must be able to accurately follow procedures (verbal and written)
6. Must have good oral and written communication skills
7. Interest in programs designed to assist older Americans
8. Knowledge of typing, filing and use of office equipment
9. Must be able to stand and sit for long periods of time
10. Must have a proven ability with alpha and numeric accuracy
11. Must be able to bend, lift, carry, push and pull up to 25 lbs or 50 lbs with assistance
12. Must comply with all HIPAA requirements

Job Type:  Full Time / Non-exempt 

Compensation: $15.00/hour

Meals on Wheels Plus of Manatee is an equal opportunity employer. Meals on Wheels Plus is a “Drug Free" workplace. Drug testing is mandatory, with a required “negative" result for all federally recognized drugs, including medically prescribed cannabis.
All applicants considered for this position are subject to a Level II background check and must be authorized to work in the United States. References are required. Meals on Wheels PLUS of Manatee, Inc. (“MOWP”) is an equal opportunity employer. In accordance with anti-discrimination laws, it is the purpose of this policy to effectuate these principles and mandates. MOWP prohibits discrimination and harassment of any type and affords equal employment opportunities to employees and applicants without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.