Case Manager — Benefits & Housing Advocate

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

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