Intake & Client Services Assistant

Organizational Overview

Meals on Wheels of RI’s mission is to meet the nutritional and special needs of older adults and other eligible populations in order to help them maintain their independent lifestyles.

We envision a Rhode Island where all seniors live nourished lives with independence and dignity.

Since 1969, Meals on Wheels of RI has worked to address the issues of food insecurity and social isolation as risk factors for negative health outcomes amongst homebound older adults. Through nutritional and other programming, the organization works to empower seniors across the state to live healthier, safer, and happier lives as they age with independence.

The core values of our organization are: Empathy, Dedication, Respect, Accountability and Excellence.

Summary

The Intake & Client Services Assistant supports the day-to-day operation of Meals on Wheels of RI’s Home-Delivered Meal Program. This includes assisting with the coordination of the home-delivered meals and delivery routes, with a primary focus on client intake, eligibility determination, and service activation processes providing phone support, and customer service.

This is a full-time position; Monday through Friday with core hours of 8:30 a.m.-4:00 p.m.

Essential Duties and Responsibilities

• Serve as primary point of contact for all new client referrals and intake inquiries
• Conduct intake screenings, eligibility assessments, and collect required documentation
• Conduct Medicaid eligibility verification and ongoing coverage checks to ensure accurate billing, compliance, and uninterrupted client services
• Provide responsive client and donor support, including handling inquiries, resolving issues, and maintaining positive relationships through phone and written communication
• Assist with coordination of delivery routes
• Ensure accurate and timely client onboarding
• Maintain compliance documentation
• Support the activities of day-to-day of the Home-Delivered Meal Program
• Take client referrals, cancellations, restarts, no answers, etc. from various sources and input said information into the database system
• Prepare correspondence and information for clients, including but not limited to new start packets, birthday cards, menus, etc.
• Update referral records pertaining to missing or incorrect information.
• Assist in notifying new clients and/or their guardians of the start date, review the guidelines for the meal program and activate and update status utilizing the SERVtracker program
• Provide assistance and serve as back-up to other team members as needed
• Participate in team meetings and special events
• Other duties, per the ever-changing needs of the organization