What are the responsibilities and job description for the Consumer Benefits (CBO) Team Lead (48824) position at Metrocare Services?
Description
Are you looking for a purpose-driven career? At Metrocare, we serve our neighbors with developmental or mental health challenges by helping them find lives that are meaningful and satisfying.
Metrocare is the largest provider of mental health services in North Texas, serving over 55,000 adults and children annually. For over 50 years, Metrocare has provided a broad array of services to people with mental health challenges and developmental disabilities. In addition to behavioral health care, Metrocare provides primary care centers for adults and children, services for veterans and their families, accessible pharmacies, housing, and supportive social services. Alongside clinical care, researchers and teachers from Metrocare’s Altshuler Center for Education & Research are advancing mental health beyond Dallas County while providing critical workforce to the state.
General Description
The mission of Metrocare Services is to serve our neighbors with developmental or mental health challenges by helping them find lives that are meaningful and satisfying. We are an agency committed to quality gender-responsive, trauma-informed care to individuals experiencing serious mental illness, development disabilities, and co-occurring disorders. Metrocare programs focus on the issues that matter most in the lives of the children, families and adults we serve.
The Consumer Benefits Coordinator Team Lead is responsible for overseeing the daily operations related to consumer benefits at the Center. This role involves completing initial training, implementing, and monitoring day-to-day operational processes for field-based financial assessments and consumer benefit enrollment. The coordinator ensures that these processes run efficiently and effectively, meeting agreed-upon targets and policies while adhering to best practice standards.
Essential Duties And Responsibilities
The essential functions listed here are representative of those that must be met to successfully perform the job.
The competencies listed here are representative of those that must be met to successfully perform the essential functions of this job.
Education and Experience
Tobacco-Free Facilities - Metrocare is committed to promoting the health, well-being, and safety of Metrocare team members, guests, and individuals and families we serves while on the facility campuses. Therefore, Metrocare facilities and grounds are tobacco-free.
No Recruitment Agencies Please
Are you looking for a purpose-driven career? At Metrocare, we serve our neighbors with developmental or mental health challenges by helping them find lives that are meaningful and satisfying.
Metrocare is the largest provider of mental health services in North Texas, serving over 55,000 adults and children annually. For over 50 years, Metrocare has provided a broad array of services to people with mental health challenges and developmental disabilities. In addition to behavioral health care, Metrocare provides primary care centers for adults and children, services for veterans and their families, accessible pharmacies, housing, and supportive social services. Alongside clinical care, researchers and teachers from Metrocare’s Altshuler Center for Education & Research are advancing mental health beyond Dallas County while providing critical workforce to the state.
Metrocare Couldn’t Have a Great Employee-first Culture Without Great Benefits. That’s Why We Offer a Competitive Salary, Exceptional Training, And An Outstanding Benefits Package:
Tobacco-Free Facilities - Metrocare is committed to promoting the health, well-being, and safety of Metrocare team members, guests, and individuals and families we serves while on the facility campuses. Therefore, Metrocare facilities and grounds are tobacco-free.
No Recruitment Agencies Please
Description
Are you looking for a purpose-driven career? At Metrocare, we serve our neighbors with developmental or mental health challenges by helping them find lives that are meaningful and satisfying.
Metrocare is the largest provider of mental health services in North Texas, serving over 55,000 adults and children annually. For over 50 years, Metrocare has provided a broad array of services to people with mental health challenges and developmental disabilities. In addition to behavioral health care, Metrocare provides primary care centers for adults and children, services for veterans and their families, accessible pharmacies, housing, and supportive social services. Alongside clinical care, researchers and teachers from Metrocare’s Altshuler Center for Education & Research are advancing mental health beyond Dallas County while providing critical workforce to the state.
Essential Duties And Responsibilities
The essential functions listed here are representative of those that must be met to successfully perform the job.
The competencies listed here are representative of those that must be met to successfully perform the essential functions of this job.
Tobacco-Free Facilities - Metrocare is committed to promoting the health, well-being, and safety of Metrocare team members, guests, and individuals and families we serves while on the facility campuses. Therefore, Metrocare facilities and grounds are tobacco-free.
No Recruitment Agencies Please
Are you looking for a purpose-driven career? At Metrocare, we serve our neighbors with developmental or mental health challenges by helping them find lives that are meaningful and satisfying.
Metrocare is the largest provider of mental health services in North Texas, serving over 55,000 adults and children annually. For over 50 years, Metrocare has provided a broad array of services to people with mental health challenges and developmental disabilities. In addition to behavioral health care, Metrocare provides primary care centers for adults and children, services for veterans and their families, accessible pharmacies, housing, and supportive social services. Alongside clinical care, researchers and teachers from Metrocare’s Altshuler Center for Education & Research are advancing mental health beyond Dallas County while providing critical workforce to the state.
Metrocare Couldn’t Have a Great Employee-first Culture Without Great Benefits. That’s Why We Offer a Competitive Salary, Exceptional Training, And An Outstanding Benefits Package:
Tobacco-Free Facilities - Metrocare is committed to promoting the health, well-being, and safety of Metrocare team members, guests, and individuals and families we serves while on the facility campuses. Therefore, Metrocare facilities and grounds are tobacco-free.
No Recruitment Agencies Please
Are you looking for a purpose-driven career? At Metrocare, we serve our neighbors with developmental or mental health challenges by helping them find lives that are meaningful and satisfying.
Metrocare is the largest provider of mental health services in North Texas, serving over 55,000 adults and children annually. For over 50 years, Metrocare has provided a broad array of services to people with mental health challenges and developmental disabilities. In addition to behavioral health care, Metrocare provides primary care centers for adults and children, services for veterans and their families, accessible pharmacies, housing, and supportive social services. Alongside clinical care, researchers and teachers from Metrocare’s Altshuler Center for Education & Research are advancing mental health beyond Dallas County while providing critical workforce to the state.
General Description
The mission of Metrocare Services is to serve our neighbors with developmental or mental health challenges by helping them find lives that are meaningful and satisfying. We are an agency committed to quality gender-responsive, trauma-informed care to individuals experiencing serious mental illness, development disabilities, and co-occurring disorders. Metrocare programs focus on the issues that matter most in the lives of the children, families and adults we serve.
The Consumer Benefits Coordinator Team Lead is responsible for overseeing the daily operations related to consumer benefits at the Center. This role involves completing initial training, implementing, and monitoring day-to-day operational processes for field-based financial assessments and consumer benefit enrollment. The coordinator ensures that these processes run efficiently and effectively, meeting agreed-upon targets and policies while adhering to best practice standards.
Essential Duties And Responsibilities
The essential functions listed here are representative of those that must be met to successfully perform the job.
- Directly supervises, hires, coaches, and develops Consumer Benefits staff
- Oversees and monitors all consumer benefit-related processes for the Center to ensure uniformity and compliance
- Assist individuals in applying for or obtaining enrollment into Medicaid, Medicare, SSI/SSDI, CHIP, Health Marketplace plans, and other relevant benefit programs.
- Develop and implement the training material
- Interprets explanation of rules, regulations, and policies for benefit plans and programs
- Ensures financial eligibility guidelines according to Community Standards and TAC are followed, reporting barriers to Program Manager
- Reports identified problems with business, financial, or technical processes or procedures to the appropriate administrative departments and assists in the development and implementation of solutions
- Trains agency staff on patient enrollment and ability to pay related processes quarterly and/or as needed. Including but not limited to financial assessment-related tasks.
- Maintains knowledge of and complies with established policies and procedures, including government, insurance, and third-party payer regulations/contractual requirements
- Attends trainings on rules, regulations, and policies for benefits plans and programs
- Research and generate reports as directed
- Works closely with service area managers to ensure efficient and timely financial and enrollment processes
- Completes monthly audits of consumer benefit-related field-based processes and generates formal reporting
- Participates and is an active member of the Consumer Benefit Organization
- Maintains knowledge of and complies with established policies and procedures of State and Federal benefits
- Provide reports to ADRC program on benefits activities by maintaining appropriate documentation
- Arrange work schedule as necessary or directed to meet the program and consumer service needs
- Participates in staff meetings and training activities.
- Performs other duties as assigned.
The competencies listed here are representative of those that must be met to successfully perform the essential functions of this job.
- Conducts job responsibilities in accordance with the ethical standards of conduct, state contract, appropriate professional standards and applicable state/federal laws.
- Analytical skills, professional acumen, business ethics, thorough understanding of continuous improvement processes, problem solving, respect for confidentiality, and excellent communication skills.
- Demonstrate a broad latitude of initiative and independent judgment.
- Excellent organizational skills with the ability to prioritize workflow and meet deadlines.
- Ability to recognize, understand, and apply disability to appropriate programs and benefits.
- Ability to work with people of various educational and socioeconomic backgrounds.
- Ability to handle multiple tasks and special projects simultaneously.
- Communicate effectively and clearly with internal and external people.
- Able to work autonomously with minimal or no supervision.
- Effective verbal and written communication skills.
- Ability to apply person-centered and trauma-informed principles in service provision.
Education and Experience
- Required: Bachelor's degree required with 2 years of progressive experience.
- Four or more years of progressive customer service experience.
- Preferred: Master’s Degree: A master's degree in social, behavioral, or human services with a major in a qualified field such as psychology, counseling, or social work is preferred, along with one year of relevant experience.
- Supervisory/Management Experience: Requires at least one year of supervisory or management experience.
- Experience and working knowledge of the eligibility and application process for Medicaid/Medicare and Supplemental Security Income and Social Security Disability Insurance (SSI/SSDI).
- Experience and knowledge related to working with the disability population.
- Bilingual preferred.
- Ability to work with reports and numbers.
- Ability to calculate moderately complex figures and amounts to accurately report activities and budgets.
- Basic math skills required.
- Ability to deal with standardized situations with only occasional or no variables.
- Ability to function in a fluid environment and respond appropriately to changing priorities.
- Ability to identify workflow issues and problem-solve.
- Demonstrate high ethical standards in all professional relationships with all stakeholders, internal and external.
- Ability to apply common sense understanding to carry out simple one or two-step instructions. Ability to deal with standardized situations with only occasional or no variables.
- Intermediate level on MS Word and Excel.
- Use computer, printer, and software programs necessary to the position (i.e., Word, Excel, Outlook, and PowerPoint).
- Ability to utilize Internet for resources.
- CMS Certified Application Counselor (CAC) (within 1 year of employment)
- Benefits Counseling Level 1 (within 1 year of employment)
- Consumer Benefits Specialist certification (within 1 year of employment)
- Service Coordination TAC required training (within 90 days of employment)
- Current State of Texas Driver License or if you live in another state, must be currently licensed in that state. If licensed in another state, must obtain Texas Driver License within three (3) months of employment.
- Liability insurance required if employee will operate personal vehicle on Center property or for Center business. Must be insurable by Center’s liability carrier if employee operates a Center vehicle or drives personal car on Center business. Must have an acceptable driving record.
- Medical/Dental/Vision
- Paid Leave
- Paid Holidays
- Employee Assistance Program
- Retirement Plan, including employer matching
- Health Savings Account, including employer matching
- Professional Development Allowance up to $1500 per year
- Bilingual Stipend – up to 6% of the base salary
- Many other benefits
Tobacco-Free Facilities - Metrocare is committed to promoting the health, well-being, and safety of Metrocare team members, guests, and individuals and families we serves while on the facility campuses. Therefore, Metrocare facilities and grounds are tobacco-free.
No Recruitment Agencies Please
Are you looking for a purpose-driven career? At Metrocare, we serve our neighbors with developmental or mental health challenges by helping them find lives that are meaningful and satisfying.
Metrocare is the largest provider of mental health services in North Texas, serving over 55,000 adults and children annually. For over 50 years, Metrocare has provided a broad array of services to people with mental health challenges and developmental disabilities. In addition to behavioral health care, Metrocare provides primary care centers for adults and children, services for veterans and their families, accessible pharmacies, housing, and supportive social services. Alongside clinical care, researchers and teachers from Metrocare’s Altshuler Center for Education & Research are advancing mental health beyond Dallas County while providing critical workforce to the state.
Metrocare Couldn’t Have a Great Employee-first Culture Without Great Benefits. That’s Why We Offer a Competitive Salary, Exceptional Training, And An Outstanding Benefits Package:
- Medical/Dental/Vision
- Paid Leave
- Paid Holidays
- Employee Assistance Program
- Retirement Plan, including employer matching
- Health Savings Account, including employer matching
- Professional Development Allowance up to $1500 per year
- Bilingual Stipend – up to 6% of the base salary
- Many other benefits
Tobacco-Free Facilities - Metrocare is committed to promoting the health, well-being, and safety of Metrocare team members, guests, and individuals and families we serves while on the facility campuses. Therefore, Metrocare facilities and grounds are tobacco-free.
No Recruitment Agencies Please
Description
Are you looking for a purpose-driven career? At Metrocare, we serve our neighbors with developmental or mental health challenges by helping them find lives that are meaningful and satisfying.
Metrocare is the largest provider of mental health services in North Texas, serving over 55,000 adults and children annually. For over 50 years, Metrocare has provided a broad array of services to people with mental health challenges and developmental disabilities. In addition to behavioral health care, Metrocare provides primary care centers for adults and children, services for veterans and their families, accessible pharmacies, housing, and supportive social services. Alongside clinical care, researchers and teachers from Metrocare’s Altshuler Center for Education & Research are advancing mental health beyond Dallas County while providing critical workforce to the state.
Essential Duties And Responsibilities
The essential functions listed here are representative of those that must be met to successfully perform the job.
- Directly supervises, hires, coaches, and develops Consumer Benefits staff
- Oversees and monitors all consumer benefit-related processes for the Center to ensure uniformity and compliance
- Assist individuals in applying for or obtaining enrollment into Medicaid, Medicare, SSI/SSDI, CHIP, Health Marketplace plans, and other relevant benefit programs.
- Develop and implement the training material
- Interprets explanation of rules, regulations, and policies for benefit plans and programs
- Ensures financial eligibility guidelines according to Community Standards and TAC are followed, reporting barriers to Program Manager
- Reports identified problems with business, financial, or technical processes or procedures to the appropriate administrative departments and assists in the development and implementation of solutions
- Trains agency staff on patient enrollment and ability to pay related processes quarterly and/or as needed. Including but not limited to financial assessment-related tasks.
- Maintains knowledge of and complies with established policies and procedures, including government, insurance, and third-party payer regulations/contractual requirements
- Attends trainings on rules, regulations, and policies for benefits plans and programs
- Research and generate reports as directed
- Works closely with service area managers to ensure efficient and timely financial and enrollment processes
- Completes monthly audits of consumer benefit-related field-based processes and generates formal reporting
- Participates and is an active member of the Consumer Benefit Organization
- Maintains knowledge of and complies with established policies and procedures of State and Federal benefits
- Provide reports to ADRC program on benefits activities by maintaining appropriate documentation
- Arrange work schedule as necessary or directed to meet the program and consumer service needs
- Participates in staff meetings and training activities.
- Performs other duties as assigned.
The competencies listed here are representative of those that must be met to successfully perform the essential functions of this job.
- Conducts job responsibilities in accordance with the ethical standards of conduct, state contract, appropriate professional standards and applicable state/federal laws.
- Analytical skills, professional acumen, business ethics, thorough understanding of continuous improvement processes, problem solving, respect for confidentiality, and excellent communication skills.
- Demonstrate a broad latitude of initiative and independent judgment.
- Excellent organizational skills with the ability to prioritize workflow and meet deadlines.
- Ability to recognize, understand, and apply disability to appropriate programs and benefits.
- Ability to work with people of various educational and socioeconomic backgrounds.
- Ability to handle multiple tasks and special projects simultaneously.
- Communicate effectively and clearly with internal and external people.
- Able to work autonomously with minimal or no supervision.
- Effective verbal and written communication skills.
- Ability to apply person-centered and trauma-informed principles in service provision.
- Required: Bachelor's degree required with 2 years of progressive experience.
- Four or more years of progressive customer service experience.
- Preferred: Master’s Degree: A master's degree in social, behavioral, or human services with a major in a qualified field such as psychology, counseling, or social work is preferred, along with one year of relevant experience.
- Supervisory/Management Experience: Requires at least one year of supervisory or management experience.
- Experience and working knowledge of the eligibility and application process for Medicaid/Medicare and Supplemental Security Income and Social Security Disability Insurance (SSI/SSDI).
- Experience and knowledge related to working with the disability population.
- Bilingual preferred.
- Ability to work with reports and numbers.
- Ability to calculate moderately complex figures and amounts to accurately report activities and budgets.
- Basic math skills required.
- Ability to deal with standardized situations with only occasional or no variables.
- Ability to function in a fluid environment and respond appropriately to changing priorities.
- Ability to identify workflow issues and problem-solve.
- Demonstrate high ethical standards in all professional relationships with all stakeholders, internal and external.
- Ability to apply common sense understanding to carry out simple one or two-step instructions. Ability to deal with standardized situations with only occasional or no variables.
- Intermediate level on MS Word and Excel.
- Use computer, printer, and software programs necessary to the position (i.e., Word, Excel, Outlook, and PowerPoint).
- Ability to utilize Internet for resources.
- CMS Certified Application Counselor (CAC) (within 1 year of employment)
- Benefits Counseling Level 1 (within 1 year of employment)
- Consumer Benefits Specialist certification (within 1 year of employment)
- Service Coordination TAC required training (within 90 days of employment)
- Current State of Texas Driver License or if you live in another state, must be currently licensed in that state. If licensed in another state, must obtain Texas Driver License within three (3) months of employment.
- Liability insurance required if employee will operate personal vehicle on Center property or for Center business. Must be insurable by Center’s liability carrier if employee operates a Center vehicle or drives personal car on Center business. Must have an acceptable driving record.
- Medical/Dental/Vision
- Paid Leave
- Paid Holidays
- Employee Assistance Program
- Retirement Plan, including employer matching
- Health Savings Account, including employer matching
- Professional Development Allowance up to $1500 per year
- Bilingual Stipend – up to 6% of the base salary
- Many other benefits
Tobacco-Free Facilities - Metrocare is committed to promoting the health, well-being, and safety of Metrocare team members, guests, and individuals and families we serves while on the facility campuses. Therefore, Metrocare facilities and grounds are tobacco-free.
No Recruitment Agencies Please
Are you looking for a purpose-driven career? At Metrocare, we serve our neighbors with developmental or mental health challenges by helping them find lives that are meaningful and satisfying.
Metrocare is the largest provider of mental health services in North Texas, serving over 55,000 adults and children annually. For over 50 years, Metrocare has provided a broad array of services to people with mental health challenges and developmental disabilities. In addition to behavioral health care, Metrocare provides primary care centers for adults and children, services for veterans and their families, accessible pharmacies, housing, and supportive social services. Alongside clinical care, researchers and teachers from Metrocare’s Altshuler Center for Education & Research are advancing mental health beyond Dallas County while providing critical workforce to the state.
Metrocare Couldn’t Have a Great Employee-first Culture Without Great Benefits. That’s Why We Offer a Competitive Salary, Exceptional Training, And An Outstanding Benefits Package:
- Medical/Dental/Vision
- Paid Leave
- Paid Holidays
- Employee Assistance Program
- Retirement Plan, including employer matching
- Health Savings Account, including employer matching
- Professional Development Allowance up to $1500 per year
- Bilingual Stipend – up to 6% of the base salary
- Many other benefits
Tobacco-Free Facilities - Metrocare is committed to promoting the health, well-being, and safety of Metrocare team members, guests, and individuals and families we serves while on the facility campuses. Therefore, Metrocare facilities and grounds are tobacco-free.
No Recruitment Agencies Please
Salary : $1,500
