Client Advocate en COMMUNITY HOUSING PARTNERS CORP

Description

The Client Advocate acts as a liaison and point of contact to weatherization clients throughout the process of the weatherization home project. The Client Advocate will assist clients with project questions, clarifications, complaints, cancellations, project timelines, etc. The Client Advocate interacts with weatherization clients and project managers. The position provides administrative support for Energy Solutions Field Operations in order to ensure smooth job and client management. Primary duties will include administrative tasks related to customer service, scheduling, and support for other office and field staff. The position requires organization, the ability to multitask, and the commitment to handle confidential and sensitive information in a professional manner.  Regular attendance, punctuality, and effective delivery of courteous client service are all vital to this position. Working hours may vary, but the customary schedule is Monday – Friday from 8:00 am – 5:00 pm, with a one-hour lunch break. Occasional evening and weekend hours may be necessary as workload dictates, and with the approval of the supervisor. This position may work up to two days a week from home with permission from the supervisor. 

Essential Duties and Responsibilities

• Acts as a point of contact to clients receiving weatherization and energy-efficient home improvements.

• Facilitates administrative tasks related to customer service, project scheduling, and support for other office and field staff.

• Provides administrative support for client tracking systems.

• Provides a clear understanding of Weatherization measures to clients.

• Maintains, updates, and adds entries to Dynamics 365 accurately, which will require contacting and following up with clients. 

• Assists in the preparation of weekly payables and monthly credit card reconciliations.

• Works independently and within a team on special and nonrecurring, and ongoing projects.

• Coordinates with clients to ensure required information is collected and recorded.

• Manages incoming and outgoing client interactions across numerous channels, including phone, email, chat, etc.

• Assists with audit and production scheduling.  Work independently and within a team on internal and external projects.

• Establishes and maintains positive working relationships with clients and partners (internal and external).

• Performs any other duties assigned by supervisor or senior department members.

Knowledge, Skills, and Abilities

• Must possess excellent judgement, a high level of interpersonal skills, and the ability to handle sensitive and confidential information.

• Ability to manage/monitor multiple client cases simultaneously.

• Ability to communicate courteously and professionally with clients regarding the scope of work.

• Good communication skills, both verbal and written, and an ability to interact and communicate courteously and professionally with clients, vendors, and individuals at all levels of the organization, in a variety of situations. 

• Ability to accurately perform basic to intermediate mathematical functions as well as basic bookkeeping functions.

• Ability to communicate complex program requirements in simple terms to clients.

• Must be proficient with computers and a variety of software applications, including Outlook, Word, and Excel, with the ability and willingness to learn new software applications.

• Attention to detail and accuracy required.

• Must possess strong organizational skills, with the ability to prioritize, manage multiple assignments, and meet deadlines.

• Must maintain a valid driver’s license and driving record consistent with current CHP insurability guidelines.

• Must possess excellent judgment, a high level of interpersonal skills, and the ability to handle sensitive or confidential information with a high degree of professional discretion.

• Proficiency in speaking Spanish preferred.

Education and/or Experience

• High School degree or GED required, Associate Degree in Administrative Technology or related field preferred.

• Minimum of 1-2 years working in the Weatherization Assistance Program or case management is required.

• Minimum of 2-4 years of experience in an administrative support position.

• Previous customer service experience, grant reporting, and/or supervisory experience preferred.

Licenses and Certifications

• Retrofit Installer Technician – preferred.

Hours and Benefits

The compensation for this 40-hour-per-week position includes generous paid vacation/holidays/sick leave, health/dental/life/disability insurance, 403b retirement plan with company match, and more. To learn more about CHP’s employee benefits, please visit www.communityhousingpartners.org/benefits.

About the Company: CHP works to create homes and communities that are healthy, sustainable, and affordable. Our vision is healthy, sustainable communities for everyone. Building on a long-standing tradition of environmental, economic, and social responsibility, CHP is a 501(c)(3) nonprofit that works with private and public partners to develop and preserve award-winning homes and neighborhoods. Together with our partners, we revitalize communities, foster stability for our residents, and promote a healthier planet for future generations.

If you require accommodation in completing this application, interviewing, or otherwise participating in the employee selection process, please direct your inquiries to our recruiting team at [email protected], (540) 299-5477 (phone), (877) 540-8049 (fax), or 711 (TTY/TDD).

NOTICE TO THIRD-PARTY AGENCIES

CHP does not accept unsolicited resumes from recruiters or employment agencies. Without a signed Recruitment Fee Agreement, CHP will not pay any referral compensation or recruiter fee, and if a recruiter or agency submits a resume or candidate without a signed agreement, CHP may pursue and hire the candidate(s) without obligation to the recruiter or agency.

Qualifications