Client Benefits Associate

Job Description:

Job Summary:

The incumbent performs various administrative duties related to the administration of social security payee's funds including data entry, check writing and reconciling reports.

Essential Job Functions:

• Be aware of the beneficiary's current day-to-day needs (i.e., food, clothing, shelter, medical and personal items);

• Use his or her payments to meet the beneficiary's needs;

• Keep separate records for each beneficiary for whom you are payee, for at least 2 years detailing deposits made and funds spent, including receipts

• Responsible for filing all annual reports with Social Security;

• Responsible for filing any on demand reports from Social Security;

• Work with Creditor's on Payee's behalf;

• Monitor Spend downs for clients;

• Act as the primary point of contact for all Payees questions and concerns 10) Responsible for check issuance weekly ensuring timely payment

• Other duties and projects as assigned by Director, Vice President, and/or Executive Team member.

Knowledge, Skills, and Abilities:

• Exceptional knowledge and skill in administrative assistance.

• Strong skills working with Microsoft Office Applications including, but not limited to Excel, Word and Power Point.

• Ability to effectively communicate with diverse workforce.

• Highly detailed oriented, skilled in accuracy.

• Ability to work with information in a confidential manner.

Experience and Education Qualifications:

• High school diploma with courses in typing or business practices AND

• At least (2) years’ experience in a secretarial or accounting position OR

• Graduated from an accredited school specializing in accounting and business procedures.

Supervisory Requirements:

• None.

Employment Requirements:

• Successful completion of background check including criminal record, driving record, abuse/neglect and fingerprint check.

• Completion of New Hire Orientation at the beginning of employment.

• All training requirements including Relias at the beginning of employment and annually thereafter.

• Current driver’s license, acceptable driving record and current auto insurance.

Physical Requirements:

ADA Consideration - Sedentary work: Exerting up to 10 pounds of force occasionally (exists up the 1/3 of the time) and/or a negligible amount of force frequently (exists 1/3 to 2/3 of the time) to lift, carry, push, or pull, or otherwise move objects, including the human body. Repetitive movements of hands, fingers, and arms for typing and/or writing during work shift.

Sedentary work involves sitting most of the time but may involve walking or standing for brief periods of time. Jobs are sedentary if walking and standing are required only occasionally, and all other sedentary criteria are met.

Position Perks & Benefits:

Paid time off: full-time employees receive an attractive time off package to balance your work and personal life

Employee benefits package: full-time employees receive health, dental, vision, retirement, life, & more

Top-notch training: initial, ongoing, comprehensive, and supportive

Career mobility: advancement opportunities/promoting from within

Welcoming, warm, supportive: a work culture & environment that promotes your well-being, values you as human being, and encourages your health and happiness

Brightli is on a Mission:

A mission to improve client care, reduce the financial burden of community mental health centers by sharing resources, a mission to have a larger voice in advocacy to increase access to mental health and substance user care in our communities, and a mission to evolve the behavioral health industry to better meet the needs of our clients.

As a behavioral and community mental health provider, we value diversity, equity, and inclusion in our workforce and encourage applications from individuals from diverse backgrounds and experiences. If you are passionate about empowering your local communities and promoting health equity, we invite you to join our mission-driven organization that is committed to building a diverse, equitable, inclusive and authentic workplace.

We are an Equal Opportunity and Affirmative Action Employer, and encourage applications from all qualified individuals without regard to race, color, religion, sex, gender identity, gender expressions, sexual orientation, national origin, age, marital status, disability or veteran status, or to other non-work related factors.

Places for People is a Smoke and Tobacco Free Workplace.