Disability Benefits & Payee Specialist

Living Well Disability Services; Mendota Heights (MN); On-site; USD 53,000 - 58,000; Full time

Benefits offered by this job

Generous PTO

401(k) with employer match

Employee Assistance Program (EAP)

Financial wellness benefits

Employee discounts

Job summary

Living Well Disability Services is hiring a Representative Payee in Minnesota to help people access and manage Social Security benefits and related finances. You will coordinate interviews, manage payments, monitor eligibility, and prepare housing and benefit renewals.

The role requires an Associate degree (or 2-5 years equivalent experience), strong organizational skills, and proficiency with Microsoft Office. A driver’s license and confidentiality are also important for success.

Qualifications

• Associate degree in accounting or related field preferred.
• Equivalent 2-5 years in accounting or social services may replace degree.
• Experience with Social Security or public benefits preferred.
• Strong organizational, analytical, and problem-solving skills.
• Excellent attention to detail and ability to manage multiple priorities.
• Proficiency in Microsoft Office, particularly Excel and Outlook.

Responsibilities

• Apply for Social Security benefits and coordinate required interviews.
• Manage benefit payments, personal needs funds, room and board, and other expenses.
• Monitor income and assets to maintain public benefits eligibility.
• Complete Housing Support applications, renewals, and benefit redeterminations.
• Reconcile accounts and maintain accurate financial records.
• Submit required reports to the Social Security Administration and other benefit agencies.
• Conduct annual audits and ensure compliance with representative payee requirements.
• Collaborate with Program Managers, guardians, and external agencies to resolve benefit-related issues.

Skills

Strong organizational skills

Analytical skills

Problem-solving

Communication

Education

Associate degree in Accounting or related field

Equivalent experience (2-5 years) in related fields

Tools

Microsoft Office

Excel

Outlook

Job description

Living Well Disability Services is hiring a Representative Payee in Minnesota to help people access and manage Social Security benefits and related finances. You will coordinate interviews, manage payments, monitor eligibility, and prepare housing and benefit renewals.

The role requires an Associate degree (or 2-5 years equivalent experience), strong organizational skills, and proficiency with Microsoft Office. A driver’s license and confidentiality are also important for success.