Information and Referral Specialist
Checkwritersrecruit · checkwritersrecruit.com
DudleyOn-site2+ yrs
The job in short
Information and referral specialist for social services, triaging calls and maintaining resource files.
Excel
Details
- Found
- 23 d ago · posted 2026-08-03
- Location as listed
- Dudley, MA, US
- Role
- Specialist / Analyst (other)
- Source
- The company’s own careers site
Full description
Tri-Valley, Inc.
Position: Information & Referral Specialist Rev. 7/26
Reports to: Community Services and Information Supervisor
Basic Function: To provide referral assistance, information, outreach services, as well as
maintain up-to-date comprehensive resource files.
Responsibilities:
• Triage Calls for referrals, information, and Case Manager on Call Support.
• Enter referrals that are received into the computer system.
• Complete documentation for Caremanager On Call assistance that you provided.
• Assist with booking transportation for consumers with the contracted providers that Tri-Valley utilizes.
• Monitor the Email Boxes, Voice Mail Box, and Information Box and provide necessary follow-up work.
• Maintain and update Resource Library on community agencies, benefits, and other informational resources that are often requested.
• Encourage utilization of resource materials; serve as a staff and public contact on available resource information.
• Provide training and support for staff regarding I&R services including participating with the I&R Team in creating a monthly newsletter for staff
• Gather statistical data monthly.
• Examine statistics and make recommendations about where outreach activities should be focused.
• Complete presentations and outreach to increase knowledge in the community of the function of I&R and the services that Tri-Valley, Inc. offers.
• Participate in a minimum of 40 hours a year of training around I&R related topics.
• Maintain and update Emergency Disaster Resources and Emergency Shelter Resources.
• Participate in staff and team meetings to discuss homecare and other related issues.
• Maintain work area in a neat and professional manner.
• Perform miscellaneous duties and assignments as directed by immediate supervisor.
• Meet with supervisor on regular basis.
Essential Functions/Qualifications:
High School Diploma required; College Degree preferred; minimum of 2 years of relevant experience in a social services environment.
• Regular and reliable attendance.
• Organizational and time management skills
• Communication Skills with consumers, physicians, employees, family members, providers (telephone, email or in person, as needed)
• Cultural competency and the ability to provide informed advocacy
• Knowledge of home and community-based service systems and how to access and arrange services
• Outreach and educational services
• Public benefits
• Written communication skills
• Demonstrated analysis and problem solving skills
• Meet deadlines in a timely fashion
• Able to develop and maintain positive effective relationships with providers, consumers, and the public
• Works as a member of a team
• Works independently
• Maintain Confidentiality
• Attention to detail
• Ability to Meet deadlines
• Computer Acuity
• Software Windows, Word, Excel, Power Point, Outlook
• Ability to be flexible and work in a fast-paced environment
• Maintain production at program/department standards
Physical Demands:
• Computer access
• Must be able to sit for periods of time at computer
• Must be able to carry files of up to 5 pounds and laptop.
Work Environment:
Traditional Office Environment
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Employee Name (printed) Signature Date
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Employer Representative (printed) Signature Date
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