Universal Intake Specialist
2 months ago
The mission of Meals on Wheels Central Texas is to deliver care that empowers our neighbors by promoting dignity and independence. Meals on Wheels Central Texas is currently celebrating 51 years of delivering a nutritious meal to our homebound and elderly community in Central Austin. We are expanding our staff, and we have an immediate opening for a Universal Intake Specialist to join our team.
**FLSA**: Full-time, Non-exempt Hybrid eligible.
**Pay rate**: $17.50hr/ $17.75 bilingual.
**Hours**: 8:00am - 5:00pm. 40 hours per week, M-F (no weekends).
**Benefits
- **Positions working 30 hours or more per week are eligible for:
- Generous PTO
- 401k with company investment after 2 years of employment
- Paid holidays.
- Medical (HSA/ FSA)
- Dental
- Vision
- EAP (Employee Assistance Program)
- Inclusive Working Environment
Our Universal Intake Specialist makes a real difference to our neighbors. The Universal Intake Specialist’s primary responsibility is to conduct comprehensive intake assessments in Salesforce for individuals seeking services from various programs within our agency. This role is crucial in determining the suitability of clients for our programs, ensuring they receive appropriate support and resources. This role plays a vital part in connecting individuals with the services and support they need to improve their quality of life. By conducting thorough intake assessments and guiding applicants through the process, this position contributes to the agency’s mission of promoting well-being and empowerment within the community.
QUALIFICATIONS
- Two years of intake, administrative or clerical experience, preferred
- Excellent communication skills including oral, written and by phone
- Shows proficiency with Microsoft Word, Excel, PowerPoint, Outlook, and CRMs such as Salesforce with the willingness to learn new technological skills
- Demonstrates the ability to use standard office equipment such as computers, copiers, printers, fax machines, etc.
- Excellent data entry and documentation skills
- Ability to work independently and as part of a team
- Strong organizational and time management skills with the ability to multitask when needed
- Ability to be flexible and adaptable in changing environments
- Strong customer service skills with the ability to work with diverse populations including older adults, individuals with disabilities, and low-income groups
- Knowledgeable or willingness to learn about social service resources in the Austin area
- Valid driver license, proof of insurance and reliable transportation
- Bilingual (English/Spanish) desired
KEY RESPONSIBILITIES
- Conduct Intake Assessments by phone for applicants seeking services at MOWCTX, following established guidelines and procedures.
- Assess applicants’ potential eligibility for agency programs based on predetermined criteria.
- Educate applicants, caregivers and referrers about available programs, services, and resources offered by the agency.
- Document and Record Keeping
- Coordinate with other agency staff members, including supportive services’ staff, case managers
- Continuous Improvement—stay informed about changes in program guidelines, eligibility criteria, and community resources.
- Advocate for clients’ needs and rights within the agency and the broader community.
- Work to ensure that clients receive equitable access to services and support systems.
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