Case Aide (50030)

Lutheran Services Florida, Inc.; Winter Haven (FL); On-site; USD 19,000 - 25,000; Full time

Benefits offered by this job

Medical, Dental & Vision

Telehealth

EAP

Life insurance

Holidays & PTO

Retirement plan

Job summary

Lutheran Services Florida is seeking a dedicated Case Aide to support day-to-day case management tasks and ensure timely services for clients. The role emphasizes organized intake, documentation, and coordination of transportation as needed.

The position involves enrolling clients, maintaining records, participating in trainings, and handling sensitive information with discretion. On-site work in Florida with potential for growth and development within the organization.

Qualifications

• High School Diploma or GED, or other relevant degree or equivalent experience.
• Strong clerical and computer skills.
• Ability to work with diverse client base.

Responsibilities

• Determines eligibility by requesting official documents proving eligibility.
• Enrolls clients into the program’s intake system.
• Uploads DHS eligibility documents to CMS and WEB-RSDS.
• Completes ACCESS forms for benefits (Cash, Food Stamps, Medicaid).
• Transports clients to appointments and program services as needed.
• Creates client intake case files with required documents.
• Maintains and files records, both physical and electronic.
• Assists with CRS orientation and case management documentation.
• Provides follow-up calls every 30 days for registered clients.
• Coordinates referrals for in-house services.
• Attends trainings and meetings; supports monitoring activities.
• Travels for trainings or transporting clients.

Skills

Clerical skills

Typing

Interpersonal skills

Written communication

Verbal communication

Discretion

Independent work

Initiative

Public interaction

Follow instructions

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

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

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.