Client Benefits Coordinator
Calmra Inc
Job Description
Job Description
Position Title: Client Benefits Coordinator
Supervised by: Executive Director
Qualifications: Bachelor Degree or other relevant degree (i.e. 2year accounting or financial services) and 2 years’ experience or 5 years’ experience in related position. Proven ability in administrative skills and working with/in a team. Good communication, organization, and work ethic.
Responsibilities:
- Manage all residents/participants Public Benefits and Finances
- Handle all reviews and certifications from public sources
- Discuss all related issues with members of administrative team and family/caregiver personnel
Essential Job Functions
- Public/Private benefits and Finances
- Manage funds for all clients in Accufund software – issue and monitor PNA, pay bills, complete deposits, reconcile at least monthly
- Manage ABLE savings accounts for all clients
- Manage Life insurance for all clients – ensure everyone has funds available for burial
- Manage Medicaid Waiver for all clients – ensure all are renewed in time and that resources remain within limits for eligibility
- Manage SNAP (food stamps) for all clients – cash in EBT cards each month
- Handle all reviews and certifications from public sources
- Manage Social Security benefits including filing annual Rep Payee reports and Disability Reports for all clients, completing Social Security audits, applying for Rep Payee benefits for new clients
- Responsible for all public benefits of residents; Submit applications and re-certifications for 551, SSA, Annuities, Private funds.
- Handles all Contribution to Care (DDA) issues.
- Responsible for Waiver re-certification for participants
- Monitor resident monthly financial accounting
- Discuss all related issues with members of administrative team and family/caregiver personnel
- Provide accounting of client funds to all interested parties
- Share fund balances with administrative staff or others for client proposed expenditures
- Obtain all required information for renewals or sign up from related parties.
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