Benefit Enrollment Counselor
About The Position
The Benefit Enrollment Counselor provides guidance and support to seniors and individuals with disabilities in understanding and enrolling in key federal and state assistance programs, including SNAP, Medicaid, Medicare Savings Programs, and energy assistance. Serving as an impartial and confidential resource, The Benefit Enrollment Counselor assists clients through complex application processes to enhance their financial and health stability. The counselor evaluates eligibility through interviews and document assessment in order to connect clients to essential financial and medical support. This position is designated to work a maximum limit of thirty-two hours per week. Please note that weekend work may be necessary and will be assigned at the discretion of the program director. Employees whose scheduled hours range from thirty to thirty-four hours per week qualify for agency benefits programs, with benefits provided on a prorated basis.
Requirements
- High School Diploma (Associate's degree preferred) plus two years' experience in social work, public health, human services, healthcare, or related training.
- Must have excellent customer service skills.
- Must be detail oriented, and can prioritize job duties, multi-task, and complete assignments within deadlines so that Agency goals are met.
- Ability to record and validate information in an accurate and timely manner.
- Excellent interpersonal and communication skills and ability to work efficiently with others in a professional manner.
- Ability to lift 20 lbs.
Responsibilities
- Conduct compassionate, structured conversations to understand each client’s current situation, key life challenges, household composition, income/resources, and any benefits they’re already receiving.
- Document all findings in the case management system with accuracy and confidentiality.
- Perform comprehensive benefits screenings to identify programs they may be eligible for and ensure no opportunities are missed.
- Clearly explain eligibility criteria, program benefits, timelines, and next steps in accessible terms; answer client questions and address concerns.
- Guide clients to the correct applications for each eligible program (e.g., SNAP, Medicaid/CHIP, Medicare Savings Programs, HEAP, housing/utilities supports, local and community resources).
- Assist with completing and submitting applications, including gathering and organizing required documentation (e.g., IDs, pay stubs, proof of residency, medical bills).
- Track application status, submission dates, and follow-up requirements; coordinate with agencies when clarifications are needed.
- Proactively check in with clients to confirm benefit approvals, activation, and first-use.
- Help troubleshoot delays, denials, or documentation issues; facilitate appeals or resubmissions as needed to keep the process on track.
- Partner with internal teams and community organizations to share resources, streamline referrals, and close service gaps.
- Maintain up-to-date knowledge of program rules, eligibility changes, and documentation standards; contribute to process improvements and resource libraries.
Benefits
- A generous six-week PTO program and thirteen paid holidays
- An investment in professional development through a substantial, annual training funds allotment
- A 401K program with company match
- Medical, Dental, Vision Benefits and so much more…
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What This Job Offers
Job Type
Part-time
Career Level
Entry Level
Education Level
High school or GED
