Assessment Specialist

MERS / Goodwill

BluePrint Assessment Specialist supporting employee development and referrals in MERS Goodwill's team to help overcome barriers. Managing case intakes and collaborating across locations to support individual goals.

Posted 7/7/2026full-timeBridgeton • Montana • 🇺🇸 United StatesJuniorMid-Level💰 $22 - $25 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in intake and case management processes, including conducting assessments, developing service plans, and maintaining accurate documentation within electronic case management systems. Proficient in Microsoft applications and capable of navigating community resources to support employee needs.

Highest-signal resume keywords

Intake And Case ManagementAssessment And Service Plan DevelopmentElectronic Case Management SystemsMicrosoft Applications ProficiencyMental Health First Aid Certification

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Intake ManagementCase ManagementAssessment ConductingService Plan DevelopmentDocumentation Maintenance

Soft Skills

CommunicationConfidentiality AdherenceResource NavigationEmployee Autonomy Reinforcement

Tools & Technologies

Case Management SoftwareMicrosoft Applications

Certifications & Qualifications

Mental Health First AidFinancial Health Counselor

Industry Keywords

Workforce DevelopmentReferral ManagementProgram EvaluationCommunity ResourcesConfidentiality Protocols

About the role

Key responsibilities & impact

Receive and review all incoming BluePrint referrals from employees, supervisors, Human Resources, or other approved referral sources.
Create and maintain employee records in the case management system, Click, upon receipt of a referral.
Initiate contact with referred employees within established program timeframes.
Conduct onsite and virtual initial meetings to introduce the BluePrint Program and explain available services, confidentiality, voluntary participation, and program expectations.
Ensure employees have a clear understanding of the program to support informed decision-making regarding enrollment.
Facilitate completion of all required enrollment and consent documentation for employees who elect to participate.
Complete the Pathways Assessment for all enrolled referrals to identify employee needs, barriers, strengths, and goals.
For employees who decline enrollment, provide appropriate resource navigation and referrals to internal and external supports based on identified needs, including community resources, benefits, and wellness services.
Prepare completed intake files and conduct a warm handoff to the assigned BluePrint Specialist to ensure continuity of care and seamless service delivery.
Close referrals appropriately when employees decline participation, are ineligible, or cannot be engaged after documented outreach efforts.
Ensure all referrals are transferred or closed within 30 calendar days of the referral date.
Log all activities, assessments, referrals, and time spent in the case management system within required timeframes.
Maintain up-to-date knowledge of internal and external resources and guide employees in accessing these supports.
Maintain strict confidentiality protocols, only disclosing information under legally or ethically mandated circumstances.
Reinforce employee autonomy and ensure all participation is voluntary.
Coordinate regularly with managers to maintain alignment with staffing schedules and ensure availability during employee shifts.
Participate in program evaluation efforts by capturing impact data and contributing to outcome reporting.
Participate in team meetings, trainings, and program improvement efforts.
Follow and enforce all MERS/Goodwill policies and procedures.
All other duties as assigned.

Requirements

What you’ll need

High school diploma or equivalent is required.
Bachelor’s degree in relevant field preferred.
Two years’ experience in intake, case management, or workforce development required.
Experience conducting assessments and developing service plans.
Experience using electronic case management systems and maintaining accurate documentation.
Demonstrated proficiency in Microsoft applications required; case management software experience preferred.
Valid state driver’s license, reliable transportation, and current auto insurance required.
Must be able to travel within territory (Missouri, Southern Illinois, and Eastern Kansas).
Ability to obtain/maintain certifications is required, such as Mental Health First Aid and Financial Health Counselor.

Benefits

Comp & perks

Individual and family medical benefits for full-time employees working 30 or more hours per week
Individual and family dental and vision benefits on the first of the month following the hire date for employees working 20 or more hours week.
Voluntary Life and AD&D Insurance on the first of the month following the hire date for employees working 20 or more hours per week.
403(B) Retirement on date of hire for employees working 20 or more hours per week.
403(B) Retirement + Employer Match after one year of employment for employees working 20 or more hours per week.
401(A) Retirement on date of hire for employees working 20 or more hours per week.
PTO Accrual up to 15 days based on hours worked.
Employee store discount
Paid holidays
Flexible Schedules
Career Growth Opportunities