Client Portal Clerk at Self Help Inc

Avon, Massachusetts, United States -

Full Time

Start Date

Immediate

Expiry Date

18 Dec, 25

Salary

0.0

Posted On

19 Sep, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Document Control, Client Confidentiality, Customer Service, Communication, Organization, Detail Oriented, Computer Literacy, Filing Expertise, Problem Solving, Team Collaboration, Database Proficiency, Bilingual, Adaptability, Time Management, Mail Handling, Emergency Review Process

Industry

Non-profit Organizations

Description

Description Self Help Inc. is currently looking for a Client Portal Clerk to join our team. Agency Profile Self Help, Inc. is a nonprofit Community Action Agency (CAA) created to help families and individuals stabilize and secure their lives through education, strategic assistance, and building opportunities in their communities. We provide a range of services for families and households across Southeastern Massachusetts. Job Summary Serves as the Agency’s primary point of contact for document control, including newly received applications and matching documents. Serves as liaison with volunteer agencies. Provide filing expertise and ensure that document control procedures are being adhered to Essential Duties and Responsibilities Maintains client confidentiality and a positive work environment Fosters and maintains a positive, responsive working relationship with clients and volunteer agencies (COA) while preserving program guideline requirements Interacts with community service volunteer agencies (COA and Veteran Agents) if applicant has information needed, and forward client file to proper destination Addresses concerns and complaints by client's volunteer and agencies, resolve issues in a timely manner that is consistent with program guidelines Ensure that incoming client portal documents are reviewed for document quality and are distributed to the proper destination. Follow up with and screen self-selected emergency portal clients and facilitate fast rack emergency review process when appropriate Meets with Portal Coordinator daily for portal priorities of the day Opens all incoming client portal documents and distributes to proper destination Assists team members with printing and mailing out applications and corresponding documents Scans applications into the fuel assistance applications Pulls files as needed and distributes to the proper destination Supports the Fast Track emergency review process Provides information to the Energy Conservation Department as deemed necessary and appropriate Files all application folders in the correct location Assists in handling incoming and out-going mail as needed. Serves as liaison for volunteer agencies Provide backup and lunch time coverage to reception employees Other Requirements Must pass a criminal background check and other required clearances Valid driver's license and reliable transportation is required Must be able to lift 5lbs. Limited travel to attend off site training as needed Schedule Monday-Friday 8:00AM-4:00PM Knowledge, Skills and abilities Able to easily adapt to new program guidelines and requirements. Able to adjust to changing client and COA issues as they arise Able to explain complex program requirements in a manner that is understood by clients, COA and vendors Maintain client and vendor confidentiality. Maintain agency and program ethical code of conduct requirements and personnel policies Must be proficient in the use of LlHEAP database, utilize email, the telephone system and payroll system Education & Experience Must possess the ability to interact well with a cross section of the population, and to effectively communicate the guidelines as well as the documentation requirements for fuel assistance Must be able to effectively and respectfully communicate with all callers Must be computer literate and be able to work productively in a fast-paced environment Must be detail oriented Must be organized and able to work with minimal supervision Customer service experienced required Bilingual candidates encourage to apply Must be proficient in excel Self Help Inc offers a comprehensive employee benefits package: Medical Dental Vision LTD FSA 403B Vacation Time Optional Time Sick Time Holidays Disability Benefits Life Insurance Direct Deposit Self Help, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. Disclaimer This job description is not intended, and should not be construed to be, an exhaustive list of all responsibilities, skills, efforts or working conditions associated with the job. It is intended, however, to be an accurate reflection of those principal job elements essential for making decisions related to job performance, employee development and compensation. As such, the incumbent may perform other duties and responsibilities as required. Its contents imply no contractual obligation and may be changed by the agency at any time.

Responsibilities

The Client Portal Clerk serves as the primary point of contact for document control, managing incoming applications and liaising with volunteer agencies. They ensure adherence to document control procedures and maintain client confidentiality while fostering positive relationships with clients and agencies.