Representative Payee

RADIAS Health; Saint Paul (MN); On-site; USD 31,381 - 34,522; Full time

Benefits offered by this job

Parking/Remote expenses

Office benefits package

Job summary

RADIAS Health seeks a Representative Payee to manage Social Security benefits for clients, ensuring funds cover basic needs and medical care. Responsibilities include budgeting, paying bills, coordinating with providers, and preparing annual SSA reports.

The role requires a related bachelor's degree and substantial experience with clients who have serious mental illness or chemical dependency. Strong communication and organizational skills are essential.

Qualifications

• Bachelor’s degree in a related field is required.
• 2,000 hours of experience working with adults who have serious and persistent mental illness or chemical dependency.

Responsibilities

• Determine a client’s basic monthly needs and how best to pay them.
• Set a personal needs schedule and budget with clients.
• Pay rent, utilities, and personal needs using RPM system.
• Prepare and send Representative Payee Reports (SSA‑623‑OCR‑SM).
• Collaborate with case managers to coordinate budget plans.

Education

Bachelor’s Degree in a related field

2,000 hours of experience with adults who have serious and persistent mental illness or chemical dependency

Job description

Starting Salary Range: $22.78-25.06 + Office Benefit Package (Parking/Remote Expenses): $80/Month subject to change

The Representative Payee position provides professional, quality program services to the clients served. The representative payee is responsible for using Social Security income or supplemental security income received on behalf of the client for the client’s personal care and well-being. Benefits are used to ensure that day‑to‑day basic needs for food, clothing, and shelter are met and may also be applied to pay for medical and dental care, education, recreation, etc. The payee has the full right and duty to disburse the benefit in the best interest of the client.

Duties & Responsibilities

• Determine a client’s basic monthly needs and how best to pay them based on their income and ability to self‑budget.
• Determine a personal needs schedule and rate through consultation with client, service providers, and use of individual judgment.
• Set reasonable limits with clients who demonstrate an inability to spend benefits appropriately; limits vary by client and should be set using the judgment and experience of the Representative Payee.
• Pay rent, utilities, and personal needs by utilizing the Representative Payee Management system to schedule payments.
• For clients who are on MA spend‑down, set aside money each month to pay medical bills.
• For clients who are not on MA spend‑down, pay medical bills as they arise.
• Assess client’s ability to budget benefits and then set up a budget plan to purchase food, clothing, and other personal items; the check disbursement for these needs could be daily, weekly, or monthly or some combination thereof depending on the client’s need.
• Pay other bills, which might include but not be limited to: property taxes, transportation costs, large one‑time purchases such as an automobile or appliances.
• Rep payees may budget Veteran’s benefits for clients for whom the Veteran’s Administration requests this service.
• Utilize the phone to exchange information and do problem solving with clients and providers; return phone calls promptly.
• When appropriate, meet with clients and providers to discuss financial issues and budget plan.
• Collaborate with case managers when issues arise that are beyond the financial realm, such as finding and maintaining affordable housing; whenever possible, coordinate budget plan in collaboration with case manager.
• Seek consultation with case manager when there is ongoing conflict with client regarding finances and spending or when RP desires case manager’s input.
• Utilize verbal de‑escalation skills with clients who are angry or threatening (written procedure is pending).
• Communicate in writing to providers who request information and/or explanation of the service provided, budget plan, etc.
• Keep two‑way communication between the Social Security Administration and RADIAS Health (Representative Payee Services) open.
• Complete a Representative Payee Report (Form SSA‑623‑OCR‑SM) for each client once a year and send it to the Social Security Administration.
• Maintain a courteous and professional tone and manner with clients and providers in all communication.
• Receive referrals from SSA, case manager, and other service providers; process accordingly.
• Maintain a file for each client which contains bills, written notifications from Social Security, and other paperwork as needed; these can also be kept electronically on RPM.
• Provide, as needed, a client’s transaction history from RPM.
• Meet with the Director of Housing & Community Development regularly to discuss system issues, job performance, and to obtain feedback and assistance with problem solving.
• Communicate any observed procedural or system issues to the Administrative Program Manager.
• Complete all paperwork, reports, and charting contemporaneously and in an organized manner.
• Participate actively in ongoing professional growth and development; maintain appropriate professional behavior and participate in appropriate supervision.
• Maintain a pattern of regular work hours.
• Other duties as assigned.

Preferred Qualifications

• Bachelor’s Degree in a related field.
• 2,000 hours of experience working with adults who have serious and persistent mental illness or chemical dependency.

Benefits

• 4 weeks accrued PTO first year of employment.
• 12 paid holidays.
• Medical, dental, vision, life insurance.
• Health Savings Accounts (HSA) + employer contribution and Flexible Savings Accounts (FSA).
• Tuition reimbursement and student loan repayment assistance.
• Dependent care account (DCA) + employer contribution.
• Reimbursement for professional licensure fees.
• Routine supervision from a mental health professional, with access to licensure supervision opportunities.
• 403(b) retirement plan with an employer percentage match.
• Employer‑paid short‑term and long‑term disability insurance.
• Bereavement and paid parental leave.
• Employee assistance program (EAP).
• Wellness program to support employee overall health and well‑being.
• Variety of discounts through ADP LifeSmart.
• Pet insurance.
• Mileage reimbursement.
• Casual dress code.

Equal Opportunity Employer

RADIAS Health is proud to be LGBTQIA+, anti‑racist, all‑inclusive, and an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, age, status as a protected veteran, status as a qualified individual with a disability, or any other protected class status.

RADIAS Health is committed to pay transparency and equity, providing all employees and applicants with access to starting salary.