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Customer Services Specialist

Job in Jacksonville, Duval County, Florida, 32290, USA
Listing for: Northeast Florida Area Agency on Aging Inc
Full Time position
Listed on 2026-10-17
Job specializations:
  • Healthcare
    Community Health, Healthcare Administration
Salary/Wage Range or Industry Benchmark: 36000 - 48000 USD Yearly USD 36000.00 48000.00 YEAR
Job Description & How to Apply Below
Description Summary

Provides information and assistance/referrals on community services to elders, persons with Disabilities and/or their caregivers for possible assistance through the Aging and Disability Resource Center.

Critical features of this job are described under the headings below. They may be subject to change at any time due to reasonable accommodation or other reasons.

I.

Essential Duties and Responsibilities include the following.

Other duties may be assigned.

A. Information and Referral/Assistance
  • Answer the Aging and Disability Resource Center Helpline, a fast-paced environment with a high call volume.
  • Triage calls by assessing caller needs and assisting callers to find the resources available (e.g. Medicaid, Medicare, LTC, DOEA funded programs, or private pay) in their community pertinent to their needs while ensuring compliance with Inform USA Standards, Client Confidentiality, and HIPAA guidelines.
  • Provide Information & Referral utilizing the web-based database system.
  • Collect caller demographic information and record into the Information and Referral web-based database system.
  • Provide information regarding resources and make referrals as needed.
  • Schedule 701S appointments utilizing the Time Tap Scheduler feature, as appropriate.
  • Assist callers on ways to negotiate services and benefits and submit appropriate referrals for assistance.
  • Call other agencies in the aging network to obtain information for callers.
  • Implement three-way calls when contacting other agencies on behalf of the caller.
  • Conduct follow-up calls to determine the outcome when a referral is made.
  • Collect caller demographic information and record into the Information and Referral web-based database system.
  • Correct utilization of the database, to ensure all needs/unmet needs are reported.
  • Advocate on behalf of the clients.
  • Respond in writing to e-mails and letters from concerned citizens and information requests from individuals and agencies.
  • Return client voicemails within 48 hours.
  • Process fax referrals received from provider agencies, hospitals, social workers, and other agencies.
  • Connect caller to Satisfaction Survey line at the end of call to gauge caller satisfaction.
  • Provide Information and Referral services at various locations in the community such as health fairs, Disaster Recovery Centers when needed.
  • Participate in monthly staff meetings, retreats and any other functions scheduled throughout the year.
  • 20. When appropriate, staff will utilize the DOEA approved language interpretation line and Florida Relay services to communicate with callers.

    This job description reflects management's assignment of essential functions; it does not prescribe or restrict the tasks that may be assigned.

    B. Resource Development:
  • Utilize Information and Referral web-based database system to access and retrieve information on community resources.
  • Assist in the data input on the database.
  • Reviews agency newsletters, press releases, brochures, and other materials to keep abreast of current developments in the local aging and disability networks.
  • Help develop and distribute public information materials.
  • Provide I&R at various locations in the community.
  • Participate in related task forces, coalitions, etc. to learn about available resources and to increase public awareness.
  • II. Working Relationships

    A. ADRC Team:
    • Ensure effective two-way communication ensuring high quality of service to clients and caregivers.
    • Be accountable for performance and the achievement of organizational goals to ensure compliance with contracts, policies and procedures and ensure quality service delivery.
    • Foster a workplace environment that is nurturing, supportive, safe, equitable, and welcoming, ensuring person-center high-quality services.
    B. Regulatory Bodies/DOEA:
    • Ensure compliance with all legal and contract requirements.
    • Respond promptly to requests and operate with full transparency.
    C. Clients and Caregivers
    • Foster an environment that is customer focused, and person centered.
    • Ensure timely and efficient response with accurate information and follow-up.
    D. Referring Community Partners
    • Foster an environment that is customer focused.
    • Ensure timely and efficient response with accurate information and follow-up.
    III. Supervisory Responsibilities
    • This job has no supervisory responsibilities.
    IV. Competency

    To perform the job successfully, the candidate should demonstrate the following competencies:

    A. Analytical

    Synthesizes complex or diverse information;
    Collects and researches data;
    Uses intuition and experience to…

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