Client Engagement Specialist
The Jewish Board

Make a bigger difference

At The Jewish Board, we don't just make a difference - we make a bigger difference as we serve 45,000 New Yorkers every year. Join our dedicated team that's been helping communities across New York City for almost 150 years and see just how big of a difference you can make.

Reasons you'll love working with us:

• If you have a particular age range or population you're interested in working with, you can find your niche here. Our clients and staff are as diverse as the city we work in, and include people of all cultures, religions, races, gender expressions, and sexual orientations.

• We're committed to supporting your career development by encouraging mobility and advancement across different program types and jobs.

• With 70 locations throughout the five boroughs, you can work close to where you live.

• Generous vacation time and paid holidays will help you achieve a healthy work/life balance.

• We offer an excellent benefits package with affordable, high-quality health and dental insurance with low co-pays.

• You'll receive ongoing support through high-quality supervision, specialized trainings from our Continuing Education team, and an education benefit.

How you can make a bigger difference:

The Client Engagement Specialist is a member of the One Call Unit. The Client Engagement Specialist will be responsible for screening all calls/requests for services made for programs in the aforementioned divisions. Upon contact with the client or potential client, the Client Engagement Specialist will either schedule the client for an intake assessment by the program or recommend another service organization, which may more appropriately meet the clients' needs.

The Client Engagement Specialist is responsible for registration and scheduling of all new and returning clients. They must maintain a hospitable and professional demeanor with clients who may or may not respond in kind. Client Engagement Specialists must be flexible as the job may change according to program and agency needs. Client Engagement Specialists must also be organized and able to multi-task as the job requires.

Some responsibilities include but not limited to:

• Determine if the client has been previously known to the system.
  • If former client-determine if client is eligible/appropriate for re-engagement or return to service.
  • If new client -create client id# and begin pre-admit registration.
• Request Insurance Information to ensure client's insurance is accepted by The Jewish Board.
• Obtain demographic and clinical information regarding the client's relevant history and presenting

concerns.

• Where required complete Safety/risk Screen using myAvatar 3 question screen and script.
  • If positive - refer client to clinical team member for additional assessment
  • If negative- complete pre-admit, registration and scheduling for client

• Determine the closest or most appropriate program for the client.

• Obtain & upload all required paper work for the program client is registering for including but not limited to hospital discharge and treatment information for all inpatient and emergency services discharges, 2010e for adult housing, ACS referral for preventive, etc....

• When needed provide referrals for other service providers and resources for clients.
• Process applications for services and document according to program specific policy and protocol
• Complete services on phone including the scheduling in myAvatar
• Consult with supervisor in situations where:
  • There is an emergency including suicidal/suicidal ideation or risk
  • Client presents as too psychotic or delusional to complete application
  • Suspicious of physical or sexual abuse
  • Cases of Domestic Violence

TO QUALIFY:

• Ability to work well with others and as part of a team
• Ability to work autonomously as needed in a hybrid (remote and in-person) work setting
• Experience working under pressure in a multi-tasking environment
• Strong ability to communicate effectively with clients, potential clients and staff.
• Strong attention to detail.
• Expertise or significant positive experience with Customer Service
• Bilingual preferred but not required
• Work Flex schedule with rotation that includes some evening and weekend hours

EDUCATION / TRAINING PREFERRED:

• BA in helping profession or strongly related work experience preferred
• Use of an Electronic Health Record (EHR)

• Computer literacy in:
• Microsoft Office (Excel, Word, Outlook, PowerPoint) , Zoom. Teams, Netsmart / myAvatar / Dayforce/ NFocus / Avaya / Tableau Dashboards
• Willingness to attend trainings to increase knowledge and learn said databases and programs

COMPUTER SKILLS REQUIRED:

• Use of an Electronic Health Record (EHR)
• Computer literacy in:
• Microsoft Office (Excel, Word, Outlook, PowerPoint)
• Zoom
• Microsoft Teams
• Netsmart/myAvatar
• Dayforce
• NFocus
• Avaya
• Tableau Dashboards
• Willingness to attend trainings to increase knowledge and learn said databases and programs

VISUAL AND MANUAL DEXTERITY:

• Able to read data and documents, including spreadsheets, reports and Electronic Health Records in printed form and on computer screens.
• Able to input data into the Electronic Health Record.
• Limited applications of manual dexterity and hand-eye coordination.

WORK ENVIRONMENT / PHYSICAL EFFORT

Physical Demands:

• Regularly required to speak clearly and hear the spoken word well.
• Regularly required to physically operate routine office equipment such as telephones, computers, etc.
• Regularly required to utilize near vision ability and to read data and documents, including spreadsheets, reports and Electronic Health Records in printed form and on computer screens.
• Able to spend long hours seated
• Able to spend long hours on telephone and on computer

Work Environment:

• Noise level is consistent with levels usually present in an office, education, rehabilitation or health related environment.
• Hazards present are consistent with those common to an office, education, rehabilitation or health related environment.

If you join us, you'll have these great benefits:

• Generous paid time off in addition to agency holidays and 15 sick days
• Affordable and high-quality medical/dental/vision plans
• Tuition assistance and educational loan forgiveness
• Free continuing education opportunities
• 403(b) retirement benefits and a pension
• Flexible spending accounts for health and transportation
• 24/7 Accessible Employee Assistance Program
• Life and disability insurance
• Diversity, equity, and inclusion working groups that are available for you to join, including Confronting Structural Racism (COR), Coalition Against Anti-Semitism (CAAS), and the LGBTQ Steering Committee

Who we are:

The Jewish Board delivers innovative, high-quality, and compassionate mental health and social services to over 45,000 New Yorkers each year. We are unique in serving everyone from infants and their families to children, teens, and adults. We are proud to employ and serve people of all religions, races, cultural backgrounds, gender expressions, and sexual orientations. We are committed to building diverse, equitable, and inclusive teams to help support our mission, and we strongly encourage candidates from historically marginalized backgrounds to apply to work with us.

More on Equal Opportunity:

We respect diversity and accordingly are an equal opportunity employer that does not discriminate on the basis of race, color, creed, religion, national origin, alienage, citizenship status, age, disability, sex, gender, gender identity or expression (including transgender status), sexual orientation, marital status, partnership status, veteran status, genetic information, or any other status protected by applicable federal, state, or local law.

This applies with respect to recruiting, hiring, placement, promotion, transfer, training, compensation, termination, assignments, benefits, employee activities, access to facilities and programs, and all other terms and condition of employment as well as general treatment during employment.

We will endeavor to make a reasonable accommodation to the known physical or mental limitations of qualified employees with disabilities, without regard to any protected classifications, unless the accommodation would impose an undue hardship on the operation of our business. Any employees who need assistance to perform their job duties because of a physical or mental condition should contact human resources.

Other details

• Job Family Clinical Staff [300s]
• Pay Type Hourly
• Employment Indicator 8810 - Clerical Office Employees NOC
• Travel Required No

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