Self-Direction Broker

We accept applications for open positions. We are an equal opportunity employer. Job Purpose The primary purpose of this position is to assist persons supported to develop their Self-Direction budget while also utilizing a circle of support and a person-centered approach. A consistent caseload will be maintained, the size of which is dictated by program management. The broker is expected to work with other members of the person’s Circle of Support (e.g., family, case managers, etc.) to ensure satisfaction with services as well as health and safety. The Broker is required to maintain a flexible schedule to attend meetings (reliable transportation is a must) outside of normal business hours, per the schedule of persons supported and their designees. Hiring Rate $22-26/hour commensurate with experience 403(b) with discretionary match Employee assistance program Flexible spending account Health insurance with HSA and employer match Health savings account Life insurance Generous PTO bank Parental leave Referral program Essential Functions Follow and adhere to all regulatory guidelines as published by the New York State Office for People with Developmental Disabilities (OPWDD) and Medicaid. Perform all duties agreed upon within each individual’s support broker agreement. When necessary, attend and facilitate all Circle of Support meetings as required by OPWDD. Complete all Staff Action Plans in accordance with OPWDD regulations. Maintain Authorization Standards for Support Brokers per 19-ADM-05R. (This includes annual 12 hours of training and recertification). Complete all documentation as required per Service Documentation for Support Broker Services per 19-ADM-06. Maintain consistent weekly and monthly billing standards for all persons on caseload. Assist with recruiting, hiring and training of self‑hired staff. Monitor budget activity to ensure expenses are within Personal Resource Account (PRA) and meet all OPWDD regulations. Remain current on all regulations and guidance associated with self‑directed services (including but not limited to quarterly Webex, ADM’s and SD Guide for Providers). Report any incidents or compliance concerns to appropriate personnel. Consult with Program Managers/Supervisors to ensure consistency of services. Perform duties assigned by Self‑Direction Broker Supervisor and/or designee within scope of practice. Non‑Essential Functions Participate on various EPI committees as able. Compliance Must maintain confidentiality and exercise discretion concerning all business‑related matters, including but not limited to board/vendors/donors’ names, investigations, finance, operations, and employee relations matters. Must be willing to complete specific company required trainings as mandated by our governing agency, Office for People with Developmental Disabilities (OPWDD), at time of hire and annually thereafter. Must adhere to all departmental /company policies & procedures at all times. Education and Experience Minimum High School Diploma and 5 years’ experience in the human service field OR 2-year degree in a related field and 4 years’ experience in the human service field OR Bachelor’s Degree in a related field and two years’ experience in the human service field. Authorized OPWDD broker strongly preferred. Supervision None Computer Skills Strong working knowledge of Microsoft programs to include Email, Word, Excel, PowerPoint, Teams. Qualifications Must possess and maintain a valid NYS Driver’s License – a vehicle is required for business travel. Solid verbal and written communication skills and ability to communicate with all persons supported and a diverse employee population of various levels within the organization. Demonstrated ability to use poise, tact, maturity and diplomacy, during difficult and/or stressful situations to effectively collaborate and resolve issues. Proven ability to work in a fast‑paced environment, with demonstrated ability to manage multiple tasks, and customer requests, while meeting deadlines. Physical Demands The physical demands described below are representative of those that are required to successfully perform the essential functions of this job. Individuals with disabilities, which impact their ability to perform the essential functions, will need to review reasonable accommodations with Human Resources. Must be able to talk, hear, stand, walk, and/or sit for extended periods of time; may have to twist, bend, use hands to fingers, stretch with hands and arms. Specific vision abilities required by this job include close vision and ability to adjust focus. May be exposed to strong odors from time to time. Must be able to lift and carry up to 50 lbs. While performing the duties of this position, exposure to changing weather conditions will occur. Empowering People’s Independence (EPI) 1650 South Avenue Rochester, N.Y. 14620 Call or Text us at View phone number on click.appcast.io View email address on click.appcast.io #J-18808-Ljbffr