Intake Certification Specialist
Listed on 2026-08-22
-
Customer Service/HelpDesk
Customer Service Rep, Bilingual
Job Details Level: Entry
Job Location:
Middletown, CT 06457 Position Type:
Seasonal Education Level: 2 Year Degree Salary Range: $18.00 - $22.64 Hourly Job Shift: Day JOB DESCRIPTION
Intake/Certification Specialist DEPARTMENT:
EnergyFLSA STATUS:
Non-ExemptPAY GRADE: 4
REPORTS TO:
Assistant Program Manager Energy Services
GENERAL DESCRIPTION OF DUTIES:
The purpose of this position is to support the Agency’s needs by scheduling customer appointments, conducting customer intake and performing tasks necessary to ascertain customer eligibility per program guidelines. Based on CRT’s Steps to Success service delivery model, the Intake/Certification Specialist also provides customers with application assistance for and referrals to agency and community resources.
- Responds to all emergency cases within 24 hours of customer inquiry.
- Responsible for responding to all non-emergency customer inquiry as stipulated in program guidelines.
- Schedules and reschedules customer intake appointments, as needed.
- Provides quality customer service.
- As assigned, conducts customer intake and reviews customer application and accompanying documentation for accuracy and completeness and to ensure service eligibility as outlined in program rules and regulations.
- Maintains orderly customer paper files in accordance with program requirements
- Demonstrates proficiency in the use of available technology to maintain accurate computer-based files in accordance with agency and program requirements.
- Refers customers to internal and external resources in support of comprehensive attention to customer need.
- Processes energy applications using DSS procedural instructions.
- Process energy applications per CRT’s Quality Assurance procedures.
- Prepares program reports in accordance with program requirements and agency need.
- Possesses excellent oral and written communication skills that demonstrate the ability to communicate with persons of varying racial/ethnic and socio-economic cultures.
- Attends courses, professional workshops/training, seminars and/or participates in self-directed studying that will provide for continuous professional growth related to this position.
- Obtains/maintains valid certifications to sharpen and refresh job skills.
- Performs outreach services and participates in community events and/or conducts community education sessions.
- Maintains daily activity log.
- Responds to supervisor, upper management and program funder requests for information as requested.
- Some in-state travel may be required.
- Performs all other duties as assigned.
Education:
Associate’s Degree in human services or related field from an accredited two year college or university preferred. A high school diploma and work experience may be substituted for a college degree.
Demonstrated
Skills:
The ability to manage time in a fast-paced environment and accomplish job responsibilities under minimum supervision. Experience with non-profit or community volunteering. Must have strong listening, oral and written communication skills.
Bilingual:
English/Spanish preferred.
Driving
Required:
Preferred Agency Vehicle:
No Employee’s Own Vehicle:
Preferred
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