Position Title: Application Specialist, Employee Assistance Funds (Part Time)
Department: Client Engagement
Reports to: Program Director, Employee Assistance Funds
Job Description:
America’s Charities inspires employees and organizations to support causes they care about. We do this to bring more resources to the nonprofits that are changing our world. In its more than 40 years as a leader in employee giving, America’s Charities, itself a 501(c)(3) membership-based nonprofit, has raised more than $750 million for more than 25,000 nonprofits addressing causes including education, human rights, hunger, poverty, research, animal welfare, veteran assistance, disaster relief and health services. Since 1980, America’s Charities has been at the forefront of workplace giving’s transformation – from paper pledges to digital platforms, from giving to engagement, from traditional fall campaigns to year-round opportunities inside and outside the walls of the workplace.
The EAF Part-time Application Specialist would be responsible for reviewing applicant materials and other administrative functions, such as tracking/assigning incoming applications, communicating with clients and applicants for America’s Charities Employee Assistance Fund (EAF) clients. An Employee Assistance Fund (EAF), also called an Employee Relief Fund or Employee Crisis Fund, is a program that helps employees cope with unexpected financial hardships that place undue stress on an employee or his or her family. Hardships can be caused by a range of circumstances including disasters and other qualifying events causing financial need and distress due to their impact on the ability to meet basic needs (such as food and shelter), e.g., unexpected medical illness or injury, military deployment, victim of a crime.
Many employers establish these funds to assist their employees with the financial challenges these types of events present. Helping employees allows employees to recover more quickly, demonstrates a company’s care for employees and commitment to their well-being, and provides co-workers an opportunity to help their colleagues.
The EAF Application Specialist will be responsible for reviewing EAF application materials and supporting documentation, including but not limited to, photos of damage, personal financial statements, certification of medical condition/medical bills and repair estimates, to ensure they are complete, and all required documentation has been provided. The EAF Application Specialist must also ensure that all materials are in compliance with client and America’s Charities EAF policy language. If any applications are incomplete, the Application Specialist will work with the applicant to cure deficiencies in a timely manner. Once materials are complete, the EAF Application Specialist will make a recommendation of eligibility and award, if eligible, to the America’s Charities Employee Assistance Fund Committee, who will then make a final determination. This is a part-time, hourly position.
Specific Responsibilities:
- Reviews EAF applications, responds to applicant inquiries, conducts follow up as necessary, evaluates and makes preliminary recommendations for approval/award to America’s Charities EAF Committee for final review and approval.
- Reviews and analyzes applications and supporting documentation to ensure compliance with both client and America’s Charities EAF policy requirements
- Tracking and assigning incoming applications for review and ensuring reviews are completed in a timely manner
- Responds to general application and policy questions
- Assists Account Managers with preparing communications to clients
- Supports client accounts, including data entry and record-keeping, and acts as a liaison to the Client Engagement team when issues arise and/or assistance is needed
- Assists with preparation of case files for final committee review
- Takes and maintains notes from client and team meetings and tracks and manages action items
- Independently represents America’s Charities and its members to the public at large
- Help build positive relations within the team and external parties
- Performs other duties as assigned
Desired Skills and Experience:
- Associate degree required plus 1-3 years of experience in customer service, client service role or non-profit experience
- Superior interpersonal, verbal and written communications skills, including ability to communicate effectively and interact with clients and their employees
- Strong organizational skills and ability to coordinate and prioritize
- Solution-focused and detail oriented with the ability to be work in a fast-paced, deadline driven environment
- Team player with the ability to build effective working relationships throughout all levels of the organization
- Strong computer skills (Microsoft Office applications and CRM – Customer relationship management – systems); adept at learning new technologies
- Fluent in Spanish
Remote work criteria (available to Metro DC residents)
- Secure computer set-up
- Reliable high-speed internet connection
- Ability to handle voice calls with minimal background noise
- Available to work during office hours (8:30am-5:30PM)
Applicants please email your resume to: kkern@charities.org
No phone calls or recruiter inquiries. America’s Charities is an equal opportunity employer.
