Case Aide (4340)

Lutheran Services Florida, Inc.; Sarasota (FL); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

Medical, Dental & Vision

Telehealth

EAP

Life Insurance

Holidays + PTO

403(b) Plan

Tuition Reimbursement

Job summary

Lutheran Services Florida (LSF) is seeking a Case Aide to support daily case management activities for clients in need. The role requires maintaining an organized schedule, handling intake, and ensuring timely processing of eligibility documents.

The Case Aide will coordinate transportation for program services, assist with file creation and maintenance, and support CRS-related tasks under supervision. Flexible hours and field travel may be required.

Qualifications

• High school diploma or GED required.
• Clerical, typing and computer proficiency required.
• Good written, verbal communication and interpersonal skills.
• Ability to work independently with minimal supervision.
• Must exercise discretion and good judgment in sensitive issues.

Responsibilities

• Determine eligibility by requesting official documents to prove eligibility.
• Ensure clients are enrolled into the program’s internal intake system.
• Upload DHS eligibility documents to CMS and WEB-RSDS systems.
• Complete ACCESS forms for benefits such as Cash, Food Stamps, and Medicaid if needed.
• Provide client with Registration forms and copies of documents sent to DCF.
• Transport clients to appointments and program services as needed.
• Create client intake case files with necessary documents.
• Maintain and organize physical and electronic case records.
• Assist with compiling files for ORR or DCF upon request.
• Prepare CRS orientation as part of CRS plan.
• Conduct follow-up calls every 30 days for registered clients.
• Coordinate referrals for in-house services.
• Attend trainings and meetings; implement policy updates.

Skills

Clerical

Typing

Computer proficiency

Written & verbal communication

Interpersonal skills

Discretion & judgment

Independent work

Dependable

Education

High School Diploma or GED

Job description

Lutheran Services Florida (LSF) envisions a world where children are safe, families are strong, and communities are vibrant.

LSF is seeking a talented Case Aide who wants to make an impact in the lives of others.

Purpose and Impact:

The Case Aide is responsible for assisting in the day-to-day tasks to ensure that case management services are provided to clients in a timely manner. The Case Aide is required to maintain a flexible, organized, and efficient work schedule and is subject to work extended hours.

Essential Functions:

• Determines eligibility by requesting the official documents that proof that the participant is eligible for the program.
• Must ensure that clients are properly enrolled into the program’s internal intake system.
• Ensure DHS eligibility documents are uploaded to CMS and WEB‑RSDS systems.
• Completes ACCESS form for benefits such as Cash, Food Stamps, and Medicaid (if needed). Provide copy to client of Registration form and all documents sent to DCF.
• Drive clients to facilitate program services, may include transportation to appointments, visits, interviews, or other appointments as per contractual requirements as needed.
• Create client intake case files with necessary intake documents.
• Assist with filing, closing, and with overall daily maintenance of records found in the physical case file.
• Assist with compiling electronic and physical files for ORR or DCF upon request.
• Assist case management with creating FSSP packets, data entry documentation and provide CRS orientation to client as part of CRS plan.
• Ensure the provision of follow up service phone calls are conducted every 30 days of clients been registered in the program.
• Assist with the coordination of referrals for in‑house services.
• Attend all organizational required trainings and facilitate trainings as needed.
• Attend all departmental and program meetings to ensure that up‑to‑date information is received and/or provided and to ensure that changes to policy or practice are implemented and adhered to.
• Assist with the submission of monthly reports.
• Provide and facilitate information as needed for monitoring activities.
• Travel as needed for trainings, conferences, or to transport clients.
• Attend training that will enhance professional growth in the area of case management documentation, or other topics as deemed appropriate by the Program Manager.
• Maintain a safe, clean, and hazard‑free work area.
• Ensure the proper supervision of youth at all times.

Other Functions:

• Must demonstrate sensitivity to our service population’s cultural and socioeconomic characteristics and needs.
• Able to react to change productively and handle other essential tasks as assigned.
• Work on special projects with minimum supervision.
• Back up in the absence of the legal assistant.
• Performs other duties as assigned or required.

Physical Requirements:

• Must possess a clean/valid Florida Driver License, reliable transportation, and proof of Insurance (transcript of driving record will be requested from the Department of Motor Vehicle at the time of hire).
• Able to sit and stand for long periods of time, utilizes telephone, computer, and other office equipment.
• Able to work in a fast-paced environment.
• Must be able to work flexible and long hours.

Education:

High School Diploma or GED, or other relevant degree or equivalent experience.

Experience:

Experience working with clients; comfortable working closely with diverse client base.

Skills:

• Clerical, typing and computer proficiency required.
• Good written, verbal communication and interpersonal skills with persuasive abilities.
• Must exercise discretion and good judgment in dealing with sensitive issues.
• Able to work with the public.
• Able to follow written and oral instructions.
• Able to work independently and with minimal supervision (initiative).
• Dependable and reliable.
• Initiative and follow through to ensure all assignments are completed.

Other:

Must demonstrate sensitivity to our service population’s cultural and socioeconomic characteristics and needs.

Principal Accountabilities:

• Reports to Lead Case Manager
• Must be a team player.
• Accurate, complete and timely submission of required reports and documentation to ORR & LSF.
• Effective working relationship with clients (providers).
• Adherence to LSF policies and procedures.

Why work for LSF?

LSF offers 60 programs across the state of Florida serving a wide range of populations in need. Mission Driven staff members become part of the LSF community while transforming the lives of those in need. Our staff additionally find growth opportunities as they explore areas of interest within the organization.

Amazing benefits package including:

• Medical, Dental and Vision
• Telehealth (24/7 online access to Doctors)
• Employee Assistance Program (EAP)
• Employer paid life insurance (1X salary)
• 13 paid holidays + 1 floating holiday
• Generous PTO policy (starting at 16 working days a year)
  • Note: Head Start employees paid time off and holiday schedule may differ
• 403(b) Retirement plan with 3% discretionary employer match OR 3% student loan repayment reimbursement
• Tuition reimbursement

LSF is proud to be an equal opportunity employer.

Lutheran Services Florida is mandated to perform background screenings for employment in accordance with the Florida Care Provider Background Screening Clearinghouse as outlined in Section 435.12, Florida Statutes. Additionally, pursuant to House Bill 531 (2025), Lutheran Services Florida must ensure that all job vacancy postings and advertisements include a clear and conspicuous link to the AHCA Clearinghouse website and its requirements. For more information on background screening requirements please visit: https://info.flclearinghouse.com