Disaster Recovery Case Manager: Client Aid & Eligibility

BDO USA, LLP; Aiken (SC); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

ESOP

Job summary

BDO USA, LLP in Aiken, South Carolina, is seeking a Case Manager to serve as the primary contact for program applicants needing financial assistance. You will understand program policies and guide cases from intake to completion with minimal supervision.

The role requires in-office work with occasional travel to intake centers and local sites. You will handle applications, document management, and ongoing applicant communications to ensure timely eligibility reviews.

Qualifications

• High School Diploma or GED is required.
• Associate degree preferred.
• Two+ years of customer service/clerical experience required.
• Experience with Microsoft Excel for tables and graphs is required.

Responsibilities

• Provides excellent and consistent customer service and support to applicants, the client, constituents, and program team members.
• Assists applicants with the completion and submission of their program applications, as needed.
• Reviews submitted applications for completeness and ensures that the program has received all documentation and information needed to perform an eligibility review.
• Reviews applicant vulnerability factors and assign appropriate priority status to their application.
• Conducts an orientation and introductory call to assigned applicants and request any application documentation or information needed to make the application complete.
• Ensures program applicants are continuously updated regarding the status of their program application.
• Provides frequent, diligent, and professional communication.
• Obtains a working knowledge of applicant needs and program eligibility criteria.
• Understands program requirements and other key objectives.
• Understands program processes from start to finish and communicates those processes clearly to applicants.
• Gathers applicant documentation and uploads to program system of record.
• Records all communications in the program system of record.
• Other duties as required.

Skills

Customer service

Communication

Data entry

Education

High School Diploma or GED

Associate degree (preferred)

Tools

Microsoft Word

Microsoft Excel

Outlook

Internet

Job description

BDO USA, LLP in Aiken, South Carolina, is seeking a Case Manager to serve as the primary contact for program applicants needing financial assistance. You will understand program policies and guide cases from intake to completion with minimal supervision.

The role requires in-office work with occasional travel to intake centers and local sites. You will handle applications, document management, and ongoing applicant communications to ensure timely eligibility reviews.