Benefit Counselor
Philadelphia, PA
Full Time
Mid Level
POSITION PURPOSE
The Benefits Counselor is responsible for connecting Clarifi clients with public benefits
assistance. The Benefits Counselor will need to provide one-on-one support to clients by
conducting eligibility screenings and submitting applications for programs such as SNAP,
Medicaid, and Temporary Assistance for Needy Families (TANF). Serving as a subject matter
expert, the Counselor offers compassionate, knowledgeable guidance to help clients navigate the
often-complex public benefits system.
Benefits Navigators, who staff the BenePhilly Helpline (a free resource connecting
Philadelphians to benefits support) to coordinate efforts and deliver seamless client service.
KEY RESPONSIBILITIES
Benefits Counseling
Take client referrals from the BenePhilly Helpline, contact clients with triage cases and
schedule appointments for benefits counseling services, either in person or over-thephone.
Deliver benefits counseling services, including comprehensive eligibility screenings,
assistance with online applications, provide guidance on required documentation, and
support with post-submission 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.
Data Quality
Manage confidential client information with dedication to organizational security
protocols around every aspect of client data.
Manage client intake and records by performing all related computer system functions,
including data collection, tracking, and reporting across internal and external systems.
Accurately complete program-related data entry, ensuring all information entered meets
agency, funder, and regulatory standards
Administrative
Provide client support by collaborating across departments to quickly resolve issues and
ensure seamless experience.
Maintain a flexible work schedule, including evenings, weekends, and branch
assignments, to meet business and client needs.
Represent Clarifi at workshops and community events, as needed.
Compose correspondence and presentations with proper spelling, grammar, and
articulation.
Perform special projects and/or assignments as directed by management
KNOWLEDGE, SKILLS & ABILITIES
Experience with client counseling in one-on-one settings
Demonstrated knowledge of public benefits (preferred)
(preferred)
Fluent 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
Ability to manage multiple projects, prioritize deadlines, and work effectively with
limited supervision
QUALITIES & CHARACTERISTICS
Outcome driven with a strong client focus.
Ability to perform effectively in a fast-paced and collaborative environment
Demonstrates strong organizational and time management capabilities
REQUIREMENTS
This position is based at a Clarifi office and requires travel across Southeastern
Pennsylvania, Southern New Jersey, and Delaware to other offices and partner sites.
needed.
Travel may also be required for workshops, seminars, and community events.
Proficiency with Office 365, client management software, and other web-based
applications.
The Benefits Counselor is responsible for connecting Clarifi clients with public benefits
assistance. The Benefits Counselor will need to provide one-on-one support to clients by
conducting eligibility screenings and submitting applications for programs such as SNAP,
Medicaid, and Temporary Assistance for Needy Families (TANF). Serving as a subject matter
expert, the Counselor offers compassionate, knowledgeable guidance to help clients navigate the
often-complex public benefits system.
Benefits Navigators, who staff the BenePhilly Helpline (a free resource connecting
Philadelphians to benefits support) to coordinate efforts and deliver seamless client service.
KEY RESPONSIBILITIES
Benefits Counseling
Take client referrals from the BenePhilly Helpline, contact clients with triage cases and
schedule appointments for benefits counseling services, either in person or over-thephone.
Deliver benefits counseling services, including comprehensive eligibility screenings,
assistance with online applications, provide guidance on required documentation, and
support with post-submission 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.
Data Quality
Manage confidential client information with dedication to organizational security
protocols around every aspect of client data.
Manage client intake and records by performing all related computer system functions,
including data collection, tracking, and reporting across internal and external systems.
Accurately complete program-related data entry, ensuring all information entered meets
agency, funder, and regulatory standards
Administrative
Provide client support by collaborating across departments to quickly resolve issues and
ensure seamless experience.
Maintain a flexible work schedule, including evenings, weekends, and branch
assignments, to meet business and client needs.
Represent Clarifi at workshops and community events, as needed.
Compose correspondence and presentations with proper spelling, grammar, and
articulation.
Perform special projects and/or assignments as directed by management
KNOWLEDGE, SKILLS & ABILITIES
Experience with client counseling in one-on-one settings
Demonstrated knowledge of public benefits (preferred)
(preferred)
Fluent 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
Ability to manage multiple projects, prioritize deadlines, and work effectively with
limited supervision
QUALITIES & CHARACTERISTICS
Outcome driven with a strong client focus.
Ability to perform effectively in a fast-paced and collaborative environment
Demonstrates strong organizational and time management capabilities
REQUIREMENTS
This position is based at a Clarifi office and requires travel across Southeastern
Pennsylvania, Southern New Jersey, and Delaware to other offices and partner sites.
needed.
Travel may also be required for workshops, seminars, and community events.
Proficiency with Office 365, client management software, and other web-based
applications.
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