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Lifespan of Greater Rochester · 1 month ago

Case Manager-Financial Services

Rochester, NY

Full-time

Hybrid

Entry, Mid Level

$0/hr - $21/hr

2+ years exp

Lifespan of Greater Rochester is a mission-driven nonprofit dedicated to supporting older adults. The Case Manager in Financial Services is responsible for assessing clients' financial needs, managing their financial affairs, and assisting them in achieving long-term financial security through various community resources.

Elder CareNon ProfitTraining

Responsibilities

Assess and investigate financial situation of clients

Determine and plan appropriate actions that will assist client in becoming as financially secure as possible

Provide full bill paying and budgeting services to ensure long-term security

Assist with financial decision- making

Provide referrals to other community resources assisting the client to remain as independent as possible

Maintain and manage all records, case notes, billing, reports and metrics as required ensuring accuracy and compliance with agency departmental policies and procedures, including state and federal tax laws

Advocate with financial, creditor and other institutions and agencies on behalf of client

Appropriately bill clients for services rendered

Participate in all Lifespan staff meetings, trainings, continuous process improvement and in the implementation of agency mission and vison

Other duties as assigned by supervisor

Qualification

Financial acumenMedicaid expertiseBanking experienceCommunity resource knowledgeOrganizational skillsMulti-taskingAdvocacy skillsComputer experienceCommunication skillsAttention to detail

Required

Associate in applied sciences required

2 years' banking or financial services experience required

Must have strong financial acumen and a working knowledge of community resources

Must be able to meet with individuals in their home environment and in a variety of community settings including hospital and nursing home environments

Must be able to meet with clients present in their homes and have a valid NYS Driver's License

Ability to drive tactical results to achieve strategic goals

Must demonstrate Knowledge of the eligibility requirements and application processes of benefits and programs applicable to clients, including but not limited to SSI and Medicaid, MMLTC, VA, Medicare, SNT

Must have attention to detail and, ability to multi-task

Strong organizational, verbal, written and telephone communication skills required