[Hiring] MI Tri-Share Engagement Specialist @Heart of West MI United Way

Role Description

As the MI Tri-Share Engagement Specialist, you will play a key role in maintaining program integrity by managing eligibility data, monitoring records, and supporting stakeholders through clear, accurate communication.

• Managing ongoing inbound and outbound communication with program participants, employers, and partners
• Verifying eligibility information and ensuring data is entered accurately and consistently across systems
• Reviewing records, identifying discrepancies, and making corrections when needed
• Collecting, validating, and documenting required information to support eligibility and payment processes
• Monitoring engagement and participation data and supporting reporting efforts
• Using multiple systems and tools to track activity, document outcomes, and support program operations
• Collaborating with internal team members to ensure processes are followed and improved as needed
• Supporting additional initiatives and projects that require strong organizational and analytical skills

Qualifications

• High school diploma or equivalent (required)
• Minimum of 3 years of customer service experience
• Proficiency with Microsoft 365 applications (Word, Excel, PowerPoint, OneDrive)
• Strong verbal and written communication skills
• Ability to accurately enter and manage data in database systems
• High level of problem-solving, prioritization, and analytical skills
• Attention to detail with a commitment to accuracy and confidentiality
• Ability to build and maintain positive working relationships with a diverse population
• Self-motivated, accountable, and comfortable working in a team-based remote work environment

Requirements

• Ability to work for extended periods at a computer, including repetitive typing and wrist movement
• Ability to operate standard office equipment
• Occasional lifting of up to 20 pounds
• Regular sitting, standing, walking, reaching, talking, and hearing
• Ability to manage moderate stress related to deadlines
• Extended screen time which may cause mental or visual fatigue
• Less than 10% travel required
• Must be able to work remotely with reliable internet access and a quiet, professional workspace for phone calls
• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this role.

Benefits

• Medical, Dental and Vision Insurance
• 401(k) plan with employer match
• Employer paid group Life/AD&D and Long-term Disability
• Flexible Spending Account or Health Savings Account
• A generous PTO plan that includes Personal/Sick time, Vacation time, and Paid Holidays
• Pine Rest Employer Assistance Program for ALL household members