Client Intake Specialist

2 weeks ago

Helena, Montana, United States The Salvation Army USA Western Territory Full time

DEPARTMENT: SOCIAL SERVICES

POSITION TITLE: INTAKE COORDINATOR

EDUCATION & WORK EXPERIENCE:

  • Preferred experience in social service intake and assessment.
  • At least 1 year of experience in customer service or reception roles.
  • Familiarity with social services and local resources, demonstrating the ability to provide referral information.

KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:

  • Detail-oriented and self-motivated.
  • Capable of working independently as well as collaboratively within a team.
  • Strong work ethic with excellent time management and adherence to schedules.
  • Proficient in English for both verbal and written communication.
  • Exceptional organizational skills.
  • Strong telephone communication abilities.
  • Able to thrive in a fast-paced environment while maintaining composure under pressure.
  • Excellent interpersonal skills, particularly in a diverse team setting.
  • Willingness to comply with organizational policies and procedures.
  • Customer service-oriented mindset.
  • Knowledge of filing and record-keeping systems.
  • Strong typing skills.
  • General understanding of business protocols.
  • Must adhere to substance abuse policies and maintain a drug-free workplace.
  • Valid driver's license and ability to pass required driving checks.
  • Must complete background checks as per organizational guidelines.
  • Ability to maintain confidentiality of sensitive information.

SCOPE OF POSITION:

The Intake Coordinator plays a crucial role within the Social Services team, responsible for shaping the initial experience of clients interacting with the organization. This position is vital in ensuring that clients receive a supportive and positive experience through professional and compassionate service.

ESSENTIAL DUTIES & RESPONSIBILITIES:

  • Conduct intake assessments for clients via various communication channels to evaluate needs and eligibility based on program policies.
  • Gather detailed information through client interviews regarding their needs, financial status, and personal history.
  • Schedule appointments with clients as necessary.
  • Oversee all operations related to the Food Pantry, including inventory management and food distribution.
  • Recruit and supervise volunteers assisting in the Food Pantry.
  • Manage food service operations during peak assistance periods.
  • Update and maintain information in the relevant database systems.
  • Provide accurate monthly reports to the Programs Manager.
  • Handle incoming calls and messages promptly and professionally.
  • Serve as the primary receptionist for all social service programs.
  • Assist the Programs Manager with various tasks as needed.
  • Participate in staff and community meetings as directed.
  • Perform additional duties as assigned.

SOFTWARE-RELATED SKILLS:

  • Proficient in Microsoft Word, Excel, and Outlook.
  • Ability to navigate integrated database applications and learn new software with minimal training.
  • Familiarity with standard office equipment, including copiers and multi-line phone systems.

PHYSICAL REQUIREMENTS:

  • Ability to sit, walk, stand, bend, squat, climb, kneel, and twist as needed.
  • Capable of handling files and office equipment, including lifting up to 25 lbs.
  • Ability to operate a telephone and computer effectively.
  • Ability to process information from a computer and comprehend written materials.

Qualified individuals must be able to perform the essential duties of the position with or without accommodation. The organization is committed to providing reasonable adjustments to support individuals with disabilities.

BENEFITS: Full-time positions include a comprehensive benefits package, including paid holidays, vacation, sick leave, and medical, vision, and dental insurance.

HEALTH INSURANCE: Affordable bi-weekly premiums for employee-only coverage and additional options for family coverage.

LIFE AND VOLUNTARY OPTIONS: Employer-paid life insurance and optional supplemental plans available.

RETIREMENT PLANS: Employer-funded pension plan with a voluntary 403(b) option.

PARENTAL LEAVE: Paid leave for qualifying events.

SICK LEAVE: Accrual of sick leave from day one, available after three months of service.

PAID VACATION: Two weeks for non-exempt positions and four weeks for exempt positions, accruing from day one.

PAID HOLIDAYS: 13 designated holidays plus one floating holiday annually.

The Salvation Army is an Equal Opportunity Employer.

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