Client Benefits Specialist & SSA Liaison

San Gabriel/Pomona Regional Center; Pomona (CA); In loco; USD 52.000 - 66.000; Tempo pieno

Descrizione del lavoro

San Gabriel/Pomona Regional Center in Pomona, CA is seeking a Client Benefits Coordinator to assess and secure benefits for individuals served. This role supports Social Security, Medi-Cal, pensions, and related funding sources, ensuring accurate records and timely processing.

Under the CBC Manager, you will maintain computerized records, report changes in assets, reconcile accounts, and liaise with staff and vendors.

Competenze

• High School Diploma and at least two years of experience in a public benefits agency, or a community care or health facility, or experience in general record keeping or accounting.
• Any combination of training and experience that could likely provide the desired knowledge and abilities will also be considered.

Mansioni

• Maintain and monitor client records in a computerized system to ensure accurate and up-to-date information.
• Coordinate and secure client benefits such as Social Security, Medi-Cal, Railroad Pensions, Long Term Care, and related funding sources.
• Report changes in clients’ assets to appropriate agencies.
• Review and reconcile client trust accounts.
• Create and adjust reports and records.
• Account for and track client income and expenditures to ensure proper management.
• File and scan documents to maintain organized records.
• Serve as liaison between service coordinators and client funding sources.
• Provide follow up and coordination of relevant client information with appropriate staff members.
• Respond to inquiries from vendors, service coordinators, and third-party entities regarding client benefits and payment issues.
• Weekly travel to the Social Security Administration (SSA) Office and collaboration with SSA representatives.

Descrizione del lavoro

San Gabriel/Pomona Regional Center in Pomona, CA is seeking a Client Benefits Coordinator to assess and secure benefits for individuals served. This role supports Social Security, Medi-Cal, pensions, and related funding sources, ensuring accurate records and timely processing.

Under the CBC Manager, you will maintain computerized records, report changes in assets, reconcile accounts, and liaise with staff and vendors.