Client Engagement Specialist

Company Overview

Marion Senior Services is a dedicated non-profit agency committed to enhancing the quality of life for elderly and transportation disadvantaged citizens. We provide vital services such as Meals on Wheels, transit assistance, and case management to support our community.

Job Summary

The Marion Senior Services Client Engagement Specialist is responsible for supporting the Human Services Department in processing intakes, referrals, screening for eligibility, maintaining information, resources, schedules, and referring clients to the appropriate service department. This individual plays a key role in maintaining client profiles, client satisfaction/service levels, statistical data and preparing required reports. The role requires high levels of organization, professionalism, communication and collaboration across departments.

Essential Job Duties

• Accurately document and evaluate services provided, with prompt data entry into our billing system, CARISK, and internal systems to support tracking, reporting, and compliance.
• Direct clients and/or caregivers to the appropriate source for completing applications for services and public assistance (e.g., EHEAP, Food Stamps, Medicaid, etc.).
• All Marion Senior Services staff are Mandatory Reporters. If suspected abuse, neglect, or exploitation of disabled and/or elderly clients should immediately be reported to the Florida Abuse Hotline.
• Conduct annual client satisfaction surveys with clients and caregivers.
• Document and evaluate services provided, ensuring timely and accurate data entry into CARISK and internal systems.
• Build trusting relationships with clients, caregivers, and community partners.
• Support agency disaster-action plan as required.
• Provide health education and promote wellness practices to clients.
• Support clients in navigating healthcare and social service systems.
• Participate in community engagement and outreach activities.
• Bridge clients to health and social services, promoting wellness, and advocating for client needs
• Perform additional duties as needed.

Supervisory Duties

· This job has no supervisory responsibilities.

Essential Requirements

· High School diploma or equivalent.

· Community Health Worker Certification within 6 months of employment.

· Care Navigator trained within 6 months of employment.

· Knowledge of community resources and the referral system for these services.

· Ability to understand and to carry out written and/or oral instructions.

· Ability to remain calm in stressful situations.

· Ability to multi-task if needed.

· Basic math skills including addition, subtraction, division and multiplication of numbers.

· Excellent people skills to include good communication, and the ability to receive and communicate clear instructions.

· Ability to work well within a team or individually.

· Ability to read, analyze and interpret common program guidelines and procedures.

· Ability to respond to common inquiries from clients, regulatory agencies, or members of the business community.

· Ability to write narratives and reports for client’s case records that conform to the prescribed style and format.

· Proficient in the use of various computer programs including Word, PowerPoint, Excel, Outlook and Internet. Must be proficient in EXCEL.

Specialized skills

· Experience and knowledge of aging-related issues and available community resources.

· Bilingual, Spanish/English preferred

Minimum Necessary Restriction to PHI (Protected Health Information)

· To perform the functions of this job, persons in this position may require access to or exposure to client information, medical records or computer applications that contain Protected Health Information including, but not limited to electronic medical information, client medical records, written information, faxed information or spoken word. Incidental exposure of Protected Health Information may occur during the workday.

· Incumbents in this position must make all reasonable efforts to preserve the confidentiality and integrity of Protected Health Information and not to use or disclose more than the minimum amount of Protected Health Information necessary to accomplish the intended purpose of their position responsibilities.

Licenses and Certifications

· Valid Florida Class E Driver’s License and Driving Record that meets company’s insurance standards is required.

· Department of Elder Affairs Uniform Client Assessment and Care Planning Certification. This is online training that can be completed after hire. (This certification must be obtained within 6 months of starting position.)

· Department of Children and Family (DCF) HIPAA and Security Awareness training required

Physical Requirements

· Variety of walking, standing, sitting, stooping.

· Requires normal range of hearing, vision and manual dexterity to operate keyboard, telephone, photocopier, calculator and other office equipment as needed.

Work Environment

· Hybrid Office setting, community, and client home visits.

· Travel to designated locations as needed must have reliable transportation.

· Frequent contact with staff and the public.

Job Type: Full-time

Pay: $17.00 per hour

Expected hours: 40 per week

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Work Location: In person

Salary : $17