Representative Payee & Benefits Specialist

Sycamore Services, Inc.; Evansville, Northern (IN, KY); Hybrid; USD 42.000 - 56.000; Vollzeit

Zusammenfassung

Sycamore Services, Inc. seeks a Representative Payee Specialist to support individuals served by managing client funds, ensuring timely bill payments, and monitoring balances.

The role collaborates with residential and finance teams to safeguard assets and maximize benefits. Responsibilities include administering Medicaid, SNAP, Social Security, and Medicare applications, processing reports, and coordinating tax documents for guardians.

Qualifikationen

• Excellent writing and communication skills are required.
• Strong organizational skills and attention to detail are essential.
• Ability to be flexible, responsible and a team player.
• Proficiency with Windows, word processing, databases and spreadsheets.

Aufgaben

• Manage client accounts, ensuring timely bill payments and monitoring balances.
• Develop personal budgets and ensure proper utilization of funds.
• Maintain compliance with financial limits and explore alternatives such as trusts or spenddowns.
• Provide financial documentation for clients, guardians, and relevant agencies.
• Handle Medicaid, SNAP, Social Security, and Medicare applications, updates, and reviews.
• Submit required reports and earnings information for employed clients.
• Gather tax documents and coordinate tax preparation.
• Manage funeral trusts and special needs trust accounts, including contributions, disbursements, and compliance with regulations.
• Complete applications and maintain records of energy assistance programs.

Kenntnisse

Excellent writing

Excellent communication

Strong organizational skills

Team player

Multi-tasking

Windows knowledge

Word processing

Spreadsheet software

Database software

Ausbildung

Bachelor's degree in related field or extensive Administrative Assistant experience

Tools

Microsoft Word

Microsoft Excel

Database software

Jobbeschreibung

Sycamore Services, Inc. seeks a Representative Payee Specialist to support individuals served by managing client funds, ensuring timely bill payments, and monitoring balances.

The role collaborates with residential and finance teams to safeguard assets and maximize benefits. Responsibilities include administering Medicaid, SNAP, Social Security, and Medicare applications, processing reports, and coordinating tax documents for guardians.