Initial Contact team members carry out a quick, 5-minute assessment to decide upon the best next steps for clients – do they need information, to be seen by an assessor or adviser, or can another agency help them better?
This is an intense, dynamic, and focused role. As member of the Initial Contact tea, you will:
- Meet and greet clients via phone, email or in person
- Identify the client’s presenting problem(s) and situation
- Assess the risk/urgency of the client’s issue and their ability to deal with the problem themselves
- Identify and explain the clients’ options
- Ensure clients know that they can get back in touch if necessary
- Refer, signpost & provide information
- Update Casebook to record your client contacts
Similar Opportunities
Role Summary: The Role is to support the community fundraising team with creating of a data base, the distribution, and collection of collection tins.
Help people to learn to read! Initial work for a Pioneer would involve gathering together a group of like-minded volunteers to form a Management Team, networking with supporting organisations and referral agencies, with guidance and support from REUK
What better way to spend an morning than making handmade Christmas cards for your friends and family.
