Consumer Support Technician 3 (Clerical Support) for San Bernardino Senior

Under general supervision of the Program Manager, performs responsible secretarial and clerical services related to serving all types of cases and completes related work as required. Requires good work habits including regular attendance and punctuality. Has no supervisory responsibility.

Pay

Hourly Range $20.2692 - $28.5207

Benefits

Generous benefits package and employee perks available.

Responsibilities

• Assist Program Manager in maintaining administrative compliance.
• Maintain confidentiality of program and all work-related matters.
• Review Individual Program Plan (IPP)/Client Development Evaluation Report (CDERs)/Annual Review (AR) to ensure the packet is complete when received for Program Manager’s review.
• Review and distribute all Medicaid Waiver Audit Sheets and collect all information as identified on the sheet within the time frames.
• Collect all Medicaid Waiver Consumer Choice of Services/Living Arrangement DS2200s forms as identified by Medicaid Waiver Team and route as appropriate. Bring problems to the Program Manager for resolution.
• Identify areas that may require additional staff training.
• Review monthly audits for expired reports, keeping Consumer Services Coordinator (CSC) and Program Manager informed.
• Assist Program Manager with staff training as directed.
• Follow-up with CSCs on past due Special Incident Reports (SIR).
• Sort and distribute mail for unit and vacant caseloads to an assigned Consumer Services Coordinator. Develop tickler for work to be done. Document when assigned visits and documentation on vacant caseloads are completed.
• Prepare and mail monthly Family Cost Participation Program (FCPP) statements if appropriate.
• Review travel claims for completeness and accuracy.
• Coordinate office days and duty day assignments. Provide backup for the duty person.
• Assist in transferring cases between units/programs as agreed upon with the receiving Consumer Support Technician III (CST III) and/or Program Manager.
• Take messages for the Program Manager in their absence.
• Maintain daily schedule for Program Manager, including scheduling meetings. Direct people or calls to the appropriate person.
• Enter data into Atlas system.
• Check for duplicates before routing material for signatures.
• Maintain Program Manager’s files. Assist staff in maintaining administrative compliance.
• Assist Program Manager with correspondence, including daily computer key entry, typing error-free correspondence and reports, and preparing documents for mailing.
• Complete necessary paperwork and reports on a timely basis.
• At the discretion of Program Manager, request outstanding reports to update client files; respond to requests for information; prepare referral packets; compile documents for clinical review (re-eligibility); track cases in the Self Determination program; and track cases participating in Co-Pay, Co-Insurance, Deductible assistance.
• Prepare correspondence and reports as needed or assigned on a timely basis.
• Keep manager informed of pending work, work in progress, and problems encountered.
• Perform as a member of a team, answering questions, sharing expertise, and contributing to team harmony. Provide backup to other CST III positions as needed.
• Handle change well and be flexible and adaptable in dealing with interruptions, new priorities, and new assignments.
• Successfully complete all assignments arising out of the Agency’s Performance Contract.
• Use office equipment appropriately. Keep work area neat and orderly. Observe all safety rules.
• Utilize agency’s IT systems as assigned, maintaining security and following agency’s protocol and procedures, rules, and requirements.
• Comply with and ensure program compliance with agency’s Personnel Policies and Procedures.
• Seek to maintain and expand relevant knowledge through readings, briefings, and training. Attend training sessions as required.
• Maintain good attendance and punctuality.
• Drive vehicle/travel to other offices/locations to pick up or deliver documents and materials as needed. Organize travel efficiently and effectively.
• Utilize bilingual skills as able and as needed.
• Perform additional work as assigned.

Requirements

• High school diploma or equivalent.
• One year of clerical experience.
• Knowledge of modern office practices and procedures including business correspondence, filing, and operation of office business machines.
• Knowledge of Microsoft Office, Microsoft Teams, Adobe, Excel, and PDF Expert.
• Ability to perform clerical work involving independent judgment, accuracy, and speed.
• Ability to spell correctly, use proper English, and make simple arithmetical computations.
• Demonstrated ability to type/keyboard accurately (40 WPM).
• Ability to follow oral and written directions.
• Good verbal and written communication skills.
• Ability to establish and maintain effective working relationships with others.
• Ability to work cooperatively and effectively with others, contributing to team harmony.
• Assure that consumer rights and dignity are maintained in the provision of services.
• May be required to be bilingual.