ENROLLMENT SPECIALIST

Key Duties And Responsibilities

• Carry out comprehensive eligibility screenings and assessments to determine client qualification for public assistance programs.
• Complete applications on behalf of clients using platforms such as BenefitsCal (CalFresh and Medi-Cal).
• Maintain accurate records and reporting for all enrollment activities and referral services.
• Provide follow-up support via phone and text to ensure continuity of benefits and resolve any issues.
• Participate in community outreach events across Orange County to promote program awareness and access.
• Advocate for clients experiencing barriers to benefit access, including follow-up on application status and resolution of issues.
• Deliver first-contact resolution by addressing client needs effectively during initial interactions with 211OC.
• Collaborate with internal teams and external community organizations to share best practices and enhance service delivery.
• Absorb immediate client needs and provide referrals to appropriate community resources.
• Develop expert-level proficiency in 211OC’s software systems, including the Community Information Exchange database, telephony, softphone, texting platforms, and administrative tools.
• Empower clients to make informed decisions about services that best meet their needs.
• De-escalate challenging situations and provide crisis intervention when necessary.
• Troubleshoot service gaps and collaborate with I&R Specialists and the Resource Department to identify alternative solutions.
• Assist clients in problem-solving when no direct services are available.
• Balance responsibilities between benefits enrollment and general 2-1-1 call handling based on call volume and staffing needs.
• Advocate for clients who have been denied services and assist in navigating appeals or alternative options.
• Perform basic technical support to clients experiencing issues with online applications or systems.

Job Requirements / Technical Knowledge

• High School Diploma required; BA/BS in Human Services or related field preferred.
• Minimum of one year of experience working directly with individuals and families in crisis or underserved communities.
• Prior experience in information and referral services or human services is highly desirable.
• Bilingual proficiency in English and Spanish (verbal and written) is required.
• Strong interpersonal, communication, and problem-solving skills.
• Ability to work independently and collaboratively in a fast-paced, client-focused environment.
• Commitment to equity, inclusion, and advocacy for vulnerable populations.

Compensation

Commensurate with experience, education, and market, $21-$22.50 per hour. Competitive benefits.

Core Competencies

• Customer Service - Manages difficult or emotional customer situations; responds promptly to customer needs; solicits customer feedback to improve service; responds to requests for service and assistance; meets commitments.
• Interpersonal Skills - Maintains confidentiality; listens to others without interrupting; keeps emotions under control; remains open to others' views; gives and welcomes feedback; contributes to building a positive team spirit; puts success of team above own interests.
• Oral Communication - Speaks clearly and persuasively in positive or negative situations; listens and obtains clarification; responds well to questions; participates in meetings.
• Written Communication - Writes clearly and informatively; edits work for spelling and grammar; able to read and interpret written information.
• Teamwork - Exhibits objectivity and openness to others' views; gives and welcomes feedback; contributes to building a positive team spirit; puts success of team above own interests.
• Professionalism - Approaches others in a tactful manner; reacts well under pressure; treats others with respect and consideration, regardless of status or position; accepts responsibility for own actions; follows through on commitments.

Physical Demands

While performing the duties of this Job, the employee is frequently required to be able to remain in a stationary position 75% of the time. The person in this position needs to occasionally move about inside the office to access file cabinets, records, and office machinery. Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine and computer printer. Occasionally ascends/descends stairs, and constantly positions self to maintain computers in the office, including under the desks. The person in this position frequently communicates with coworkers and customers who have inquiries about our business operations and the community we service; therefore, the person must be able to exchange accurate information. The employee must occasionally lift and/or move up to 25 pounds.

Company Standards

• Approaches others in a tactful manner; reacts well under pressure; treats others with respect and consideration, regardless of status or position; accepts responsibility for own actions; follows through on commitments.
• Willing to embrace change and new technologies.
• Commitment to the values and mission of Orange County United Way.

Contact Information

To apply, send cover letter and resume to: recruiting@unitedwayoc.org
Orange County United Way
18012 Mitchell South, Irvine, CA 92614
www.unitedwayoc.org