Client Intake Specialist

Energy Resource Cent • Berthoud, CO • 14h ago

COMPANY DESCRIPTION:

Energy Resource Center is a 501(c)(3) nonprofit organization focused on increasing the comfort, safety, and efficiency of Colorado homes, especially for low-income households.

EEOC COMMITMENT:

ERC is dedicated to the principles of Equal Employment Opportunity. In doing so, ERC prohibits unlawful discrimination because of age (40 and over), race (including traits historically associated with race, such as hair texture and length, protective hairstyles), sex, sexual orientation, gender identity, gender expression, color, religion, national origin, military status, disability, genetic information, or any other applicable status protected by state or local law.

JOB DESCRIPTION: This is a brief description; it is not comprehensive

The Client Intake Specialist is responsible for maintaining client files, answering and directing phone calls and working directly with clients. This vital role involves interviewing prospective low to medium-income clients, certifying their eligibility for the Colorado Energy Office's Weatherization Assistance Program (CEO WAP), and preparing essential documentation for state reports and internal controls. The Intake Specialist also schedules energy audits and weatherization crews for eligible clients based on priorities set by State Policy and the Regional Director.

JOB RESPONSIBILITIES:

Maintain weatherization and furnace application files, ensuring all state and program requirements for client eligibility are met.

Utilize the computer system to track and manage client information accurately.

Answer telephone calls and direct them to the appropriate staff members.

Respond to client inquiries regarding energy measures and eligibility requirements with clarity and professionalism.

Contact clients to schedule specific dates and times for work, ensuring efficient coordination.

Prepare daily schedules for field staff and adjust them as necessary to meet operational needs.

Receive and distribute all incoming mail for the agency promptly.

Prepare and send letters to clients regarding program-related matters.

Prepare and update client forms to ensure all information is current and accurate.

Conduct educational sessions with each client to inform them about energy efficiency measures.

Select clients for scheduling based on established priorities and crew availability.

Assist Production Coordinators in preparing work schedules for field staff, ensuring optimal resource allocation. Perform other related duties as assigned to support the organization's mission.

MINIMUM QUALIFICATIONS / EXPERIENCE: High School Diploma or equivalent with 3-5 years of experience in client services, case management, or a related field. Candidates must pass a pre-employment drug screening. Candidates will be subject to a criminal background check and motor vehicle report. (See job-specific qualifications below):

Ability to work efficiently in a fast-paced environment and meet deadlines.

Excellent interpersonal and communication skills with the ability to work effectively with diverse populations.

Excellent organizational and time management skills

Ability to handle sensitive information with confidentiality and professionalism.

Capacity to work independently and as part of a team, demonstrating flexibility and adaptability

Proficient in PC operations and using Microsoft Office Suite, including, but not limited to, Word, Excel, and PowerPoint.

PREFERRED SKILLS: (Licensing/Certification)

Bachelor's degree in social work, public administration, human services, or related field preferred.

Understanding of weatherization programs or similar energy efficiency initiatives.

Experience working with federal or state-funded programs.

Experience working with low-income or vulnerable populations preferred.

REPORTS TO: Reports to Field Schedule Coordinator and collaborates with Field Operations Manager.

SUPERVISORY RESPONSIBILITY: No supervisory responsibilities

TRAVEL: Travel NOT required.

WORKING CONDITIONS / PHYSICAL REQUIREMENTS: These are essential functions and are required to perform the work effectively. While the role of Client Intake Specialist primarily focuses on mental and data driven tasks, there are some physical requirements that may be relevant. These requirements are generally more about comfort, efficiency, and ergonomics while working, rather than intense physical exertion:

Good Vision: To read and review financial documents, reports, and spreadsheets.

Manual Dexterity: To use a computer keyboard, mouse, and other office equipment effectively.

Sitting for Long Periods: Accountants often work at desks or on computers for extended periods.

Attention to Detail: Although this is a mental requirement, it often correlates with good focus and physical stamina.

Occasional Lifting: Lifting boxes or files, especially in larger offices or when handling paper records.

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