Benefits Specialist

Job Description

Job Description

Position Type / Schedule

Full-time, 35 hours per week; in office role with potential for field work, includes direct client support, outreach, data management, and community education.

Position Summary

We are seeking a compassionate and detail-oriented Benefits Specialist to join our CHOICES Program team. In this role, you will provide Medicare, Medicaid, and public benefits counseling to older adults, individuals with disabilities, and caregivers.

The Benefits Specialist plays an essential role in helping community members understand their options, complete screenings, navigate benefits programs, and access needed services. 

Essential Duties and Responsibilities

• Completes CHOICES New Team Member Training and participates in all required training, webinars, and meetings.
• Provides individualized Medicare and Medicaid counseling in office and community-based settings.
• Conducts client screenings using approved tools and provides follow-up guidance.
• Delivers educational presentations to seniors, caregivers, and professional partners.
• Accurately enters and maintains client information in case management systems.
• Develops and maintains educational materials and outreach toolkits.
• Supports and coordinates volunteer activities in office and field settings.
• Assists with preparing monthly, quarterly, and performance benchmark reports.
• Maintains strict confidentiality and complies with federal, state, and organizational requirements.
• Performs other related duties to support program goals.

Required Qualifications

• Bachelor’s degree in Human Services, Social Work, or related field OR 2–3 years of experience in a social service, healthcare, or community-based setting
• Completion of Connecticut CHOICES Counselor certification (or ability to obtain within designated timeframe)
• Valid driver’s license, reliable vehicle, and proof of insurance
• Ability to travel throughout CT
• Proficiency in Microsoft Office Suite
• Familiarity with computers required, as well as capacity to carry a laptop. 

Preferred Qualifications

• Bilingual (English/Spanish)
• Experience working with older adults, individuals with disabilities, or public benefits programs

Knowledge, Skills & Abilities

• Strong interpersonal and customer service skills with a compassionate approach
• Effective oral and written communication skills
• Comfortable delivering public presentations
• Strong time management and organizational skills
• Attention to detail and accuracy in documentation
• Experience with data entry, database management, and reporting
• Proficiency in Microsoft Office Suite

Work Environment

• Combination of office, community, and field-based settings including senior centers and partner agencies
• Occasional work in non-climate-controlled environments during outreach events
• Ability to lift and carry 5–10 pounds

If you are passionate about serving the community and helping individuals navigate complex benefit systems, we encourage you to apply.

Compensation : $20–$25 per hour

Benefits

In addition to a competitive salary, full-time employees enjoy a robust benefits package designed to support their health, well-being, and financial future. Benefits include medical, dental, and vision coverage, paid time off, paid holidays, a company-sponsored 401(k) plan, an Employee Assistance Program (EAP), parental leave, and life insurance.

35 hours per week, scheduled Monday through Friday