Senior Financial Case Manager - Community-Based Hybrid

Lifespan of Greater Rochester, Inc.; City of Rochester (NY); Hybrid; USD 39,000 - 43,000; 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 companycon

403(b) Retirement Program

Job summary

Lifespan of Greater Rochester, Inc. is a trusted nonprofit serving older adults in the Rochester region. We seek a Financial Case Manager to assess financial needs, manage clients’ finances, and assist with Social Security, Medicaid and other benefits to maintain independence.

The position handles an average caseload of 30–35 clients, meets clients in homes or facilities, and emphasizes proactive, community-based service. Hybrid work may be available after probation.

Qualifications

• Associate degree required; Bachelor's in business, Finance, Human Services preferred.
• Minimum 2 years’ banking or financial services experience.
• Strong financial acumen and knowledge of community resources.
• Experience with Medicaid or other benefits preferred.
• Experience advocating for older adults preferred.

Responsibilities

• Assess and investigate financial situation of clients.
• Determine and plan appropriate actions that will assist client in becoming as financially secure as possible.
• Provide full bill paying and budgeting services to ensure long-term security.
• Assist with financial decision- making.
• Provide referrals to other community resources assisting the client to remain as independent as possible.
• 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.
• Advocate with financial, creditor and other institutions and agencies on behalf of client.
• Appropriately bill clients for services rendered.
• Participate in all Lifespan staff meetings, trainings, continuous process improvement and in the implementation of agency mission and vison
• Other duties as assigned by supervisor.

Skills

Financial acumen

Customer service

Documentation

Driver's license

Education

Associate degree

Bachelor's degree preferred

Tools

EMS

Office 365

Excel

Word

Web research

Job description

Lifespan of Greater Rochester, Inc. is a trusted nonprofit serving older adults in the Rochester region. We seek a Financial Case Manager to assess financial needs, manage clients’ finances, and assist with Social Security, Medicaid and other benefits to maintain independence.

The position handles an average caseload of 30–35 clients, meets clients in homes or facilities, and emphasizes proactive, community-based service. Hybrid work may be available after probation.