Case Manager/Personal Agent

Job Description: Personal Agent

Reports to: Lead Personal Agent and/or Program Manager

Job Classification: Full Time, Hourly, Non-Exempt

Purpose:

The Personal Agent (PA) is the primary contact for customers and is responsible for the timely completion and monitoring of support plans. These plans determine the supports to which customers will have access. These tasks are vital in helping Creative Supports, Inc. and its staff achieving our mission:

To support people with Intellectual and/or Developmental Disabilities and their families to create and direct their own services in an atmosphere of dignity and respect.

Required Qualifications:

· A bachelor’s degree in behavior science, social science, or a closely related field.

-OR-

· A bachelor’s degree in any field and at least one (1) year of human services related experience.

-OR-

· An associate’s degree in behavioral science, social science, or a closely related field and two (2) years of human services related experience.

-OR-

· Three (3) years of human services related experience.

· Commitment to self-determination and personalized support.

· Demonstrated knowledge of the intellectual/developmental disabilities field and of family dynamics.

· Able to maintain accurate and complete records.

· Able to develop trust and rapport through in-person meetings and contacts with customers, staff and stakeholders.

· Able to communicate clearly and respectfully with individuals with intellectual/developmental disabilities, families, service providers and the general public.

· Able to remain calm when clients become anxious or experience challenging behavior.

· Able to maintain confidential information.

· Able and willing to work evening or weekend hours, as needed.

· Able to work under stress and able to multitask.

· Able to manage time independently and work without direct supervision.

· Able to pass a Criminal History Check, meeting the State’s requirements.

· Able to successfully clear a drug test (UA).

· Possess a valid driver’s license, reliable transportation, and maintenance of a good driving record.

o Must be able to drive personal vehicle for extensive local, as well as occasional regional and in-state travel.

· Able to lift 10 lbs.

Preferred Qualifications:

· Knowledge of community resources.

· Knowledge of caseload management.

· Working knowledge and ability to perform basic word processing tasks.

· Excellent computer skills.

· Fluency in Spanish is a plus.

Essential Functions:

The PA is responsible for the satisfactory completion of each essential function. Other tasks may be assigned.

– 100% of the work incorporates these elements

· Demonstrates a high standard for ethical and professional conduct:

o Regular and reliable attendance.

o Consistently attends regularly scheduled meetings, while being prompt and prepared.

o Communicates with respect and has good rapport with coworkers and customers.

o Treats all staff with integrity, dignity and respect.

o Assertively and constructively address issues as they arise.

· Supports a healthy work culture where communication and actions focus on achieving CSI’s goals and mission.

· Takes responsibility for the smooth and efficient completion of assessments.

· Takes responsibility for the positive experience of the customer.

· Maintains confidentiality of customer information.

· Completes required documentation in a timely manner.

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· Works with customers to identify support needs using a person-centered approach.

· Regularly assesses information received for its impact on previously identified needs or as a potential newly identified need.

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· Assists customers to develop individualized plans using a person-centered approach.

· Incorporates input from multiple sources as directed by the customer.

· Conducts choice advising to identify all resources that could be assessed.

· Helps customers to identify resources needed to implement the support plan.

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· Assists customers to develop support networks.

· Assists in the completion of employer/employee documents.

· Assists customers to recruit and hire support providers.

· Assists customers to complete written agreements with providers.

· Providers training and technical assistance to customer’s network of participants and support providers.

· Assists customers to apply for disability and generic services and negotiate funding levels with disability agencies.

· Participates in meetings with other agencies as a customer advocate.

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· Provides monthly assistance with payroll duties accurately and timely.

· Maintains regular communication with customers.

· Follows up on health and safety concerns.

· Offers and/or provides protected services as necessary.

· Conducts regular quality assurance contacts with customers, including home and site visits as needed.

Miscellaneous –

· Participates in staff meetings, training programs, and other meetings as requested by supervisor and/or director.

· May be asked to work on special assignments or projects as needed or requested.

· Completes other tasks as assigned.

Work Environment:

· 80% or more of the work should take place in, or about, the office.

· Office setting includes typical office noise, activity and light levels.

· Office space may be shared with at least one coworker.

· Work hours may include evenings and/or weekends.

· Regular travel to other community settings may be required.

· Exposure to weather conditions throughout all four seasons.

· Will need to transport laptop and other work-related materials.

Job Type: Full-time

Pay: From $25.80 per hour

Expected hours: 40 per week

Benefits:

• 403(b) matching
• Dental insurance
• Employee assistance program
• Health insurance
• Paid time off
• Retirement plan
• Vision insurance

Schedule:

• 8 hour shift

Language:

• Spanish (Preferred)

Ability to Commute:

• Medford, OR 97501 (Required)

Ability to Relocate:

• Medford, OR 97501: Relocate before starting work (Required)

Work Location: In person

Salary : $26