Intake Specialist - Wisconsin Home Energy Assistance Program (WHEAP)

Job Details

Compensation

Earn up to $3,000 in incentive pay during your first year of employment!

Benefits

• Paid time off that will increase over your years of service
• 15 paid holidays annually
• A robust range of insurance covering health, dental, vision, life, short- and long-term disability, and accidental death & dismemberment
• The options to establish either a Health Savings Account or Flexible Spending Account, which can be used to cover deductibles, prescriptions, and other healthcare expenses
• A variety of support services to promote well-being through the employee assistance program
• Retail retirement plan options, including 401(k) and Roth IRA, allowing you to make pre-tax or after-tax contributions.
• UMOS annually contributes at least 3% of employees’ eligible compensation to the 401(k) Retirement Plan.

WHEAP Intake Specialist Job Responsibilities

• Provide efficient, interactive intake services for the WHEAP by phone, face-to-face or by mail to determine program eligibility.
• Enter program applications into the WHEAP electronic data system timely and accurately.
• Answer phones, schedule appointments, and provide program information to applicants.
• Provide quick, pro-active response to client requests for assistance, adhering to required response times.
• Will coordinate and perform administrative activities and support by storing, retrieving, and integrating information for dissemination to staff and clients, answer and relay calls and messages, with follow-up to recipients in a professional manner.
• Communicate with vendors regarding the repair and emergency fuel fills.
• Verify earned and unearned income, including wages, child support, TANF, Social Security, Unemployment Insurance, etc.
• Conduct community outreach and provide mobile intake services to community agencies, senior centers, housing/neighborhood centers, etc.
• Maintain and secure client information, ensuring confidentiality whether in the office or out in the community.
• Conduct home visits as necessary for the elderly, handicapped and disabled.
• Respond to applicant questions, assist with verification, and carry out benefit processing in a timely manner.
• Make referrals to the Weatherization program for WHEAP participants.
• Work as part of a team to ensure the energy assistance program runs efficiently.
• Attend program awareness events held throughout the community.
• Attend trainings, meetings and perform other duties as assigned.

Qualifications

• Associate degree or at least two years of experience with the WHEAP or LHEAP programs.
• Two years' experience in case management or any equivalent combination of training and experience in the social services field.
• Ability to work independently within established policies, procedures, and guidelines.
• Strong interpersonal and communication skills.
• Able to work flexible and irregular hours including on call evening hours.
• Proficient in Microsoft Office Suite.
• PREFERRED. Must have reliable transportation, a valid Wisconsin Driver License and adequate vehicle insurance and be able to travel within the state of Wisconsin.

Preferred Qualifications

• Bilingual in English and Spanish (Hmong, Rohingya, Burmese or Arabic) in verbal and written form

Work Environment, Physical, and Sensory Demands

• Frequent exposure to moderate temperature generally encountered in a controlled and uncontrolled temperature environment.
• Frequent exposure to noise level in this work is usually quiet to moderate.
• Frequent exposure to tools & equipment used: Phones, computer system, web-based software. Fax machine, scanner, copy machine. First aid equipment, fire extinguisher.