Case Manager - 5216

BronxWorks; New York (NY); On-site; USD 49,000 - 54,000; Full time

Job summary

BronxWorks in Bronx, NY is seeking a Full Time Clerical position to join a community-focused team. You will help individuals and families apply for or recertify government benefits, conduct intake and assessment, and develop service plans to secure entitlements.

As a team member you will manage a caseload, document progress in Salesforce, and prepare monthly reports while coordinating with other providers. A degree or equivalent experience is required, with strong communications and Salesforce

Qualifications

• Bachelor’s Degree preferred/HS/GED with 1 year experience in benefits and gov’t entitlements
• Proficiency in modern business communications including personal computers, electronic mail, voicemail, and copier equipment
• Proficiency in virtual platforms is preferred.

Responsibilities

• Provide direct assistance to individuals and families applying for or recertifying government benefits and entitlements.
• Conduct client intake, engagement, and assessment; develop service plans; provide referrals and advocacy; prepare exit summaries; and follow up to help clients secure benefits.
• Manage a caseload and connect clients to government benefits and entitlements that help them remain stably housed.
• Monitor and document client progress toward service plan goals in Salesforce Database.
• Document all interactions with, or on behalf of, clients in Salesforce database.
• Maintain familiarity with program resources available on- and off-site.
• Coordinate client services with other social services, mental health, medical, employment, educational, childcare, and other providers.
• Conduct regular case conferences with clients and service providers as required.
• Complete program reports monthly, or more frequently as required.
• Report to, and meet with, supervisor monthly.
• Conduct home visits, outreach events, and other fieldwork as required.
• Develop a customized service plan with clients, outlining action steps and responsibilities.
• Assist the client with obtaining necessary documentation for benefits and entitlements they want to acquire.
• Maintain up-to-date case-related applications and Salesforce database entries, as well as regular contact with clients through office visits, telephone contact, and home visits.
• Coordinate client referrals for other needed services
• Provide budget counseling to ensure effective money management skills.
• Perform other duties as assigned.

Skills

Salesforce

Case management

Communication skills

Education

Bachelor’s degree preferred/HS/GED with 1 year experience in benefits

Tools

Microsoft Office

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Full Time Clerical Bronx, NY, US

3 days ago Requisition ID: 5216

Salary Range: $49,000.00 To $54,000.00 Annually

BronxWorks helps individuals and families improve their economic and social well-being. From toddlers to seniors, we feed, shelter, teach, and support our neighbors to build a stronger community. In all aspects of our work, we strive for the highest ethical and performance standards and are guided by the belief that people are to be treated with dignity and respect regardless of their present situation or past experiences.

Across our 60+ locations, we provide programs in a variety of service areas, including workforce development, children, youth, families, seniors and homeless prevention.

Join a community-driven team supporting individuals and families in accessing public benefits, resources, and information. As a team member, you’ll help guide clients through essential services that improve economic stability and well-being. Your work will make a meaningful impact across programs focused on health, housing, social services, and more. Be part of a team creating real change in the Bronx community.

RESPONSIBILITIES:

• Provide direct assistance to individuals and families applying for or recertifying government benefits and entitlements.
• Conduct client intake, engagement, and assessment; develop service plans; provide referrals and advocacy; prepare exit summaries; and follow up to help clients secure benefits.
• Manage a caseload and connect clients to government benefits and entitlements that help them remain stably housed.
• Monitor and document client progress toward service plan goals in Salesforce Database.
• Document all interactions with, or on behalf of, clients in Salesforce database.
• Maintain familiarity with program resources available on- and off-site.
• Coordinate client services with other social services, mental health, medical, employment, educational, childcare, and other providers.
• Conduct regular case conferences with clients and service providers as required.
• Complete program reports monthly, or more frequently as required.
• Report to, and meet with, supervisor monthly.
• Conduct home visits, outreach events, and other fieldwork as required.
• Develop a customized service plan with clients, outlining action steps and responsibilities.
• Assist the client with obtaining necessary documentation for benefits and entitlements they want to acquire. This includes increasing the number of selected benefits, renewal of applications or the recertification process associated with the continuation of key benefits.
• Maintain up-to-date case-related applications and Salesforce database entries, as well as regular contact with clients through office visits, telephone contact, and home visits.
• Coordinate client referrals for other needed services
• Provide budget counseling to ensure effective money management skills.
• Perform other duties as assigned.

QUALIFICATIONS:

• Bachelor’s Degree preferred/HS/GED with 1 year experience in benefits and gov’t entitlements
• Proficiency in modern business communications including personal computers, electronic mail, voicemail, and copier equipment
• Proficiency in virtual platforms is preferred.

PHYSICAL REQUIREMENTS:

• Ability to use a computer for prolonged periods.
• Ability to occasionally lift and/or move up to 10 pounds.
• Ability to stand, walk, or sit for long periods of time.
• Ability to bend and retrieve objects and/or documents.
• Ability to travel for a minimum of 1 mile within a reasonable amount of time and in all types of weather, including inclement weather, if required to conduct home visits and/or field work.

BronxWorks is an equal opportunity employer committed to an inclusive workplace. We consider qualified applicants without regard to any characteristics protected by applicable federal, state, or local law. Reasonable accommodations are available to applicants with disabilities and other legally protected needs. To request an accommodation during the application process, please contact [e-mail]