Case Manager Assistant (Soar)

Job Title

Job Description

Minimum Qualifications

Education: High School Graduate or GED Certificate required. Must be able to read, write and comprehend oral instructions. Must be willing to use or learn computer software.

Experience: Extensive clerical experience. Must possess computer and typing skills that reflect accuracy and speed. Must be flexible, well organized and able to handle multiple, simultaneous tasks. Must be able to make independent decisions, prioritize and meet multiple, simultaneous deadlines.

Additional Requirements:

Must be 21 years of age.

Negative Drug Screening prior to hire and throughout employment. Clear Criminal Background Check throughout employment with Suncoast Center and local checks prior to hire and annually along with DCF Level II prior to hire and as required by DCF, and Must have valid Florida Driver's License Motor Vehicle checks prior to hire and annually with acceptable driving record maintained throughout employment along with reliable vehicle, valid registration, and valid vehicle insurance. (must be in compliance with Florida Laws and Administrative Codes with fingerprinting and determined to be of good moral character).

Working Conditions: Office based position. Schedule may be irregular if emergencies arise.

Computer literate

Must drive personal vehicle and carry agency requires minimum auto insurance

Job Duties:

1. Collaborate with community partners to identify applicants, complete interviews with individuals and gather medical records pertinent to the application process.
2. Complete interviews with clients to gather information to complete SSI/SSDI applications
3. Assess clients' eligibility for SOAR services by collecting and summarizing disability documentation, and submitting final applications on behalf of clients.
4. Initiate paperwork with clients as referred to program by filing initial documentation of representation with SSA office.
5. Gather medical records and other information to complete SSI/SSDI applications.
6. Complete SOAR medical summary reports for client applications
7. Complete SOAR training and attend any additional trainings/certifications as required by the state.
8. Completes all documentation to open the client into the Adult Case Management episode in Avatar.
9. Maintains a Continuity of Care in accordance with Florida Statutes and Florida Administrative Codes.
10. Completes all other documentation correctly and in the required time frame including progress notes with objective to treatment plan clearly stated, time cards, and other documentation as requested by the Program Manager needed to ensure all client records are complete and accurate.
11. Accomplishes individual goals

Core Competencies

1. The ability to function and operate as a team player, showing dignity and respect for all.
2. The ability to comply with all equal employment opportunity and ethical standards and regulations.
3. The ability to take direction in a respectful and productive manner from supervisors and managers.
4. The ability to work, as scheduled, in a timely fashion, and with an attitude oriented to service.
5. The ability to have cordial and professional relationships both within the organization and with vendors, clients and third parties.
6. If appropriate, the ability to produce all appropriate paperwork and reports consistent with contractual, state or federal standard, and to prepare and submit such paperwork on a timely basis.
7. The ability to understand and comply with Suncoast Center, Inc. policies and procedures.
8. The ability to render compassionate care and equal commitment to serving clients in need of healthcare assistance.

Benefits & Perks

Health & Wellness

• Medical, dental, and vision insurance with 0 copy for Teledoc Appointments
• EAP Supports
• Company Paid Basic Life, Accidental Death and Dismemberment, and Long term Disability
• Options to secure additional Life/AD&D as well as short term disability

Work-Life Balance

• Paid time off + 10 company paid holidays

Growth & Development

• Professional development options through our Learning Management System and live trainings

Other Perks

• 403b with up to a 5% company match
• Monthly Social Committee Events

Suncoast Center, Inc follows all federal guidelines related to marijuana use

All positions require a screening through the Clearinghouse. This site was implemented under the directive of House Bill 531 (2025).

Suncoast Center, Inc