Financial Case Manager

Lifespan-of-Greater-Rochester-Inc.-1; City of Rochester (NY); Hybrid; USD 24,000 - 34,000; Full time

Benefits offered by this job

Vacation 21 days

Sick 10 days

Personal Time 3 days

Holidays 11

Medical Insurance (3 options)

Dental Insurance (2 options)

Vision (2 options)

Flexible Spending Account

Health Savings Account with company 0%

Job summary

Lifespan is a trusted nonprofit serving older adults in the Rochester area. The Financial Case Manager maintains a caseload of 30–35 clients, handling bill paying, Medicaid/benefit applications, and planning for long-term financial security.

Responsibilities include client meetings, record-keeping, reporting, and advocacy with financial institutions. Hybrid work may be explored after probation, with a focus on proactive, community-based service delivery.

Qualifications

• Associate in applied sciences required.
• Bachelor’s degree in business, Finance, Human Services or equivalent preferred.

Responsibilities

• Assess and investigate financial situation of clients.
• Determine and plan actions to improve client financial security.
• Provide full bill paying and budgeting services for long-term security.
• Assist with financial decision-making.
• Provide referrals to community resources to help maintain independence.
• Maintain records, case notes, billing and reports with accuracy and compliance.

Skills

Financial acumen

Strong communication

Detail oriented

Education

Associate in applied sciences

Bachelor’s degree in business / Finance / Human Services or equivalent

Tools

Word

Excel

EMS

Office 365

Web research

Job description

Description

STATUS: FULL-TIME (37.5 hours)

Hourly Rate: $21.00

SUMMARY

Lifespan is a trusted, mission-driven, regional nonprofit dedicated to helping older adults take on the challenges and opportunities of longer life. We are a great place to work where staff can grow personally and professionally in a supportive and inclusive environment. Lifespan’s Financial case managers holistically assess financial needs and assist older adults in managing their financial affairs and maintenance of personal independence within a fee-based service. This position is responsible for maintaining an average caseload between 30-35 clients and is responsible for general management of financial affairs including bill paying and helping plan and maintain long-term financial security of clients. The case manager is responsible for processing Social Security, Medicaid and other benefit related applications. The Case Manager is responsible for meeting with clients a minimum of two times annually and more frequently depending on the level of need. This is a community -based service and the Case Manager will meet with clients in a variety of settings including the individual’s residence, skilled nursing facility, hospital or financial institution. The case manager delivers services in a proactive rather than reactive framework. There are no after-hours or on-call responsibilities with this position and requests for hybrid work schedules are considered after successful completion of the probationary period.

DUTIES AND RESPONSIBILITIES

1. 1. Assess and investigate financial situation of clients.
2. 2. Determine and plan appropriate actions that will assist client in becoming as financially secure as possible.
3. 3. Provide full bill paying and budgeting services to ensure long-term security.
4. 4. Assist with financial decision- making.
5. 5. Provide referrals to other community resources assisting the client to remain as independent as possible.
6. 6. Maintain and manage all records, case notes, billing, reports and metrics as required ensuring accuracy and compliance with agency departmental policies and procedures, including state and federal tax laws.
7. 7. Advocate with financial, creditor and other institutions and agencies on behalf of client.
8. 8. Appropriately bill clients for services rendered.
9. 9. Participate in all Lifespan staff meetings, trainings, continuous process improvement and in the implementation of agency mission and vison
10. 10.. Other duties as assigned by supervisor.

QUALIFICATIONS

EDUCATION: Associate in applied sciences required. Bachelor’s degree in business, Finance, Human Services or equivalent Preferred.

EXPERIENCE: 2 years’ banking or financial services experience required. Must have strong financial acumen and a working knowledge of community resources. Expertise in MEDICAID and other benefit progress preferred. Prior experience working with and advocating for older adults preferred.

PHYSICAL AND MENTAL REQUIREMENTS

50% of the work is community based: must be able to meet with individuals in their home environment and in a variety of community settings including hospital and nursing home environments.

50% of the work is performed at a desk or workstation

Must be able to meet with clients present in their homes and have a valid NYS Driver’s License.

Ability to drive tactical results to achieve strategic goals.

Must demonstrate Knowledge of the eligibility requirements and application processes of benefits and programs applicable to clients, including but not limited to SSI and Medicaid, MMLTC, VA, Medicare, SNT.

Must have attention to detail and, ability to multi-task.

A portion of the work is performed at a desk or at a personal computer station.

Strong organizational, verbal, written and telephone communication skills required.

Computer experience preferred (Word, Excel, EMS, Office 365, web research).

Comfort with Interfacing with all levels of personnel.

Ability to maintain composure under strict deadlines and difficult situations.

Ability to work in multi-cultural situations.

Normal daily walking and sitting. Frequent computer usage.

Some lifting (files, etc.) <35 lbs.

Requirements

QUALIFICATIONS

EDUCATION: Associate in applied sciences required. Bachelor’s degree in business, Finance, Human Services or equivalent Preferred.

EXPERIENCE: 2 years’ banking or financial services experience required. Must have strong financial acumen and a working knowledge of community resources. Expertise in MEDICAID and other benefit progress preferred. Prior experience working with and advocating for older adults preferred.

PHYSICAL AND MENTAL REQUIREMENTS

50% of the work is community based: must be able to meet with individuals in their home environment and in a variety of community settings including hospital and nursing home environments.

50% of the work is performed at a desk or workstation

Must be able to meet with clients present in their homes and have a valid NYS Driver’s License.

Ability to drive tactical results to achieve strategic goals.

Must demonstrate Knowledge of the eligibility requirements and application processes of benefits and programs applicable to clients, including but not limited to SSI and Medicaid, MMLTC, VA, Medicare, SNT.

Must have attention to detail and, ability to multi-task.

A portion of the work is performed at a desk or at a personal computer station.

Strong organizational, verbal, written and telephone communication skills required.

Computer experience preferred (Word, Excel, EMS, Office 365, web research).

Comfort with Interfacing with all levels of personnel.

Ability to maintain composure under strict deadlines and difficult situations.

Ability to work in multi-cultural situations.

Normal daily walking and sitting. Frequent computer usage.

Some lifting (files, etc.) <35 lbs.

Lifespan offers great benefits including:

If working 37.5 hours, the following benefits are available

• Vacation (21 days)
• Sick (10 days)
• Personal Time (3 Days)
• Holidays (11)
• Medical Insurance (3 options)
• Dental Insurance (2 options)
• Vision (2 options)
• Flexible Spending Account
• Health Savings Account with company contribution
• 403(b) Retirement Program

Hybrid Work Schedule may be available after successfully completing the probationary period

If working less than 37.5 hours, accrued time is pro-rated.

Salary/Hourly Rate

Multiple factors will be considered for salary/hourly determination including, years of relevant service, skills required, education, and internal equity,

Lifespan is an equal opportunity employer and, as such, affirms in policy and practice to recruit, hire, train, and promote, in all job classifications, without regard to race, religion, color, national origin, citizenship, sex, age, veteran status, disability, genetic information, gender identity/expression or any other protected characteristic. Lifespan will not discriminate against persons because of their disability, including disabled veterans, and will make reasonable accommodations for known physical and mental limitations of qualified employees and applicants with disabilities.

Deadline to Apply: Open until Filled