Clarifi

Benefits Counselor

Clarifi

full-time

Posted on:

Location Type: Hybrid

Location: Philadelphia • Pennsylvania • United States

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Salary

💰 $0 - $20 per hour

About the role

  • Take client referrals from the BenePhilly Helpline and contact clients to triage cases and schedule appointments for benefits counseling services, either in-person or over-the-phone.
  • Provide benefits counseling services including comprehensive eligibility screenings, assistance applying via online submission portals, guidance with document requirements, and post-submission next steps.
  • Provide clients with additional referrals based on needs assessment, including referrals for additional Clarifi services and community referrals.
  • Build trusting client relationships by showing empathy, offering clear and relevant guidance, and delivering services with client center, culturally proficient, non-judgmental manner.
  • Document client success through client stories (outcomes achieved) or client challenges (barriers) to support program development and inform improved service methods.
  • Manage confidential client information with a rigorous dedication to organizational security protocols around every aspect of client data.
  • Perform all computer system functions associated with the intake session and client record, including working with internal and external systems and client data management systems. These functions include but are not limited to collecting, tracking and reporting required data. Complete program related data entry with minimal errors.
  • Ensure that data collected and input within applicable systems meets agency, funder and regulatory standards.
  • Provide exceptional client support by collaborating across departments to quickly resolve issues and ensure seamless experience.

Requirements

  • 3 years’ experience in customer service, financial support, or any other related field
  • Experience with client counseling in 1-on-1 settings
  • Demonstrated knowledge of public benefits preferred
  • Bachelor’s degree in any related field preferred
  • Fluency in both English and Spanish preferred
  • Excellent written and interpersonal communication skills
  • Ability to communicate across a wide variety of channels including phone, email, text and chat as needed to help clients
  • Strong organizational and time management skills including the ability to prioritize deadlines and perform multiple tasks and projects simultaneously with limited supervision
  • Outcome driven with a strong client focus.
  • Capable of working in a fast-paced and collegial environment
  • Proficiency with Office 365, client management software and web-based applications is required
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
client counselingeligibility screeningsdata entrydata managementpublic benefits knowledgecase triagedocument requirements guidanceneeds assessmentoutcome documentationconfidential information management
Soft Skills
empathyinterpersonal communicationorganizational skillstime managementclient focusproblem-solvingcollaborationcultural proficiencytrust-buildingadaptability