Elder Benefits Specialist

Socket.dev

Milwaukee (WI)

On-site

USD 35,000 - 52,000

Full time

4 days ago
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Job summary

Milwaukee County is seeking an Elder Benefit Specialist to meet with clients, explain public and private benefits, and help access these benefits. The role includes researching programs, guiding applicants, and documenting interactions in relevant systems.

Travel to client homes is expected; a bachelor’s degree and Wisconsin residency are required. Responsibilities include hearings representation under supervision, trainings, and collaboration with a Senior Law attorney.

Qualifications

  • Bachelor’s degree in Human Services or related field is required.
  • Experience with aging population preferred.
  • Willingness to travel to client homes.
  • Strong communication and data-entry skills.
  • Valid Wisconsin driver's license and insured vehicle required.

Responsibilities

  • Meet with customers and provide information about public and private benefits.
  • Assist customers in applying for benefits and researching eligibility.
  • Document all customer contacts in Peer Place and MIDAS; enter case amounts.
  • Provide information about rights, complaints, grievances, and appeals.
  • Attend trainings and meetings with supervisors and attorneys as required.
  • Represent clients at administrative hearings under supervision when needed.
  • Provide information about community services for adults 60+ and travel to clients' homes.
  • Perform other duties as assigned.

Skills

Aging population experience
Public benefits knowledge
Customer service
Communication skills
Driver's license
Travel willingness
MS Office

Education

Bachelor’s degree in Human Services

Tools

MS Office

Job description

Interested in joining Milwaukee County? Milwaukee County is searching for authentic people who are out to change the game and bring their whole selves to work every day.

Milwaukee County oversees operations from our Airport, Behavioral Health, Child Support, Combined Court Operations, Sheriff's Department, Community Reintegration Center, Human Services, Parks, Public Safety, Public Works, Fleet Operations, Transportation, and at the Zoo. Our departments are also dedicated to our Seniors and those with Disabilities in Aging and Disability Services, and Veterans in Veterans Services. Our employees also remain committed to serving the cultural, human, recreational, and social needs of the entire community.

We are searching for Changemakers to come and join our team and discover our diverse and versatile community of independent spirits and unique talents, we are redefining the way you think about Milwaukee County!

Closing Date: September 14th, 2026, or upon receipt of the first 50 applicant submissions

Elder Benefit Specialist

Department of Health & Human Services

Hourly Range: $25.37 – $38.03

Job Overview: The Elder Benefit Specialist (EBS) is responsible for meeting with customers and providing information about public and private benefits. This position will also provide customers technical assistance to access benefits. The EBS will also provide information about customer rights, complaints, grievances, appeal process, and provide representation at hearings.

Job Responsibilities:

  • Assist customers to locate and gather financial & non-financial information needed to apply for public and private benefits and assist in the application process. Research benefit information and follow-up to ensure that all information is processed correctly.
  • Provide timely and accurate information about public and private benefits a customer may be eligible for as well as how to apply for these benefits. Utilize information found in State and Federal websites including CARES, Forward Health, and Benefit assistance tools to assist with applications for benefits.
  • Document all customer contacts related to EBS activities in the Peer Place database. Document 100%-time reporting and encounter reporting in MIDAS. Enter monetary amounts for each case that is closed. Update EBS tracking form. Maintain case files and spreadsheets.
  • Provide information and technical assistance to clients about rights, complaints, grievances, and appeals.
  • Attend regularly scheduled meetings with EBS supervisor and supervising attorney from Senior Law to discuss EBS case issues. Attend ADRC training and meetings. Attend State EBS training and meetings throughout the year.
  • Provide representation at administrative hearings or other grievance processes, as appropriate and under the guidance of a Senior Law attorney, for individuals who are elderly, developmentally disabled, physically disabled, cognitively impaired, etc. Assist customers with presumptive disabilities application to access public benefits.
  • Provide information and offer choices about community services as well as resources for individuals 60 and over.
  • Travel to and from customer’s homes to assist with the application process.
  • Perform other duties as assigned.

Minimum Required Qualifications:

  • Current resident of the State of Wisconsin
  • Valid Wisconsin driver’s license and access to an insured vehicle, both maintained throughout employment.
  • Willing and able to travel to client’s homes as necessary.
  • A bachelor’s degree is required, preferably in a Human Services or a closely related field.
  • At least one (1) year of experience working with the aging population. Experience with Social Security, Medicare, Medical Assistance, SSI and other public benefit programs is preferred.
  • Candidates with a high school diploma or higher and at least two (2) years of experience working with the older adult population will also be considered.
  • At least an intermediate experience with all related computer and software (MS Office) applications

Please note: Final candidates must successfully complete and pass a written sample.

Knowledge, Skills, and Abilities: Demonstrated ability to treat all clients with respect and dignity; ability to communicate detailed/complex legal information to clients, gather, analyze, and evaluate information for clients, deliver informational presentations in public group settings, research, analyze and resolve legal problems and train, mentor, and support volunteers. Ability to attend and successfully complete initial and ongoing trainings as required, navigate the Internet, and enter data accurately. Past or current experience respectfully interacting with and advocating for older adults; excellent written and oral communication skills. Demonstrated ability to read, interpret, and apply regulations governing eligibility for benefits, and work with supervising attorney for clarification.

NOTE:This ORIGINAL APPLICATIONis open to qualified residents of the State of Wisconsin at the time of application.Candidates need to submit a full account of their training and experience (i.e., by submitting an up-to-date resume or by fully completing the application) during the application process and may also be asked to take additional written or performance tests as part of the selection process.

Milwaukee County is committed to fostering an equitable working environment, free from discrimination and harassment, on the basis of any characteristic protected by law. We prohibit any form of discrimination, harassment based on race, color, religion, sex, gender, gender identity or expression, sexual orientation, pregnancy, pregnancy related condition, national origin, age, disability, FMLA status, sexual orientation, military status, marital status, or any other category or status that is now or in the future protected by federal, state, and local law. We maintain a drug-free workplace and perform pre-employment substance abuse testing, background checks and pre-employment physicals subject to job requirements. If special accommodations are needed, please contact 414-278-3936.

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