Benefits Advocate

BAKER PLACESSan Francisco, CA
45d

About The Position

The Benefits Advocate advocates on behalf of low-income individuals living with HIV and/or mental health issues to secure disability income and access to health insurance benefits (SSI, SSDI, CAPI, Covered CA, Medi-Cal, Medicare, ADAP, etc.). Client populations served include LGBTQIA+, homeless and/or at risk of homelessness, non-English speaking, and other at-risk communities.

Requirements

  • Two (2) years of public benefits and/or healthcare advocacy or related administrative practice experience preferred.
  • Experience managing a high-volume caseload and meeting statutory or programmatic deadlines preferred.
  • Paralegal experience or training preferred.
  • Ability to implement standard office procedures and practices, including familiarity with general office equipment.
  • High level of initiative, attention to detail, and professionalism.
  • Strong ability to organize and manage multiple tasks, deadlines, and documents.
  • Excellent oral and written communication skills.
  • Skills in one-on-one client advocacy required.
  • Strong proficiency with Microsoft Office applications, including Word, Excel, Outlook, PowerPoint, and other internet-based applications.
  • Familiarity with using, navigating, and maintaining computer databases on a regular basis with accuracy and minimal supervision.
  • Ability to work effectively with service providers across multidisciplinary settings.
  • Ability to be sensitive to, and work well with, low-income individuals, people with psychiatric disabilities, people living with HIV/AIDS, people of color, active drug users, people with a history of homelessness or incarceration, and people in the LGBTQIA+ community is essential.
  • Knowledge of Harm Reduction theory and its application to legal services preferred.
  • Familiarity with mental health issues, HIV/AIDS, and state and federal laws regarding disability benefits (SSI, SSDI, OA-HIPP, ADAP, Covered California, Medi-Cal, Medicare, etc.) preferred.
  • Bilingual and bicultural (Spanish, Cantonese, Mandarin, Arabic, Vietnamese or Russian) highly desired.
  • Exhibit exemplary customer service, compassion, and care in the execution of all duties and interactions.

Responsibilities

  • Advocates for clients in SSA disability matters, including SSDI, SSI, CAPI, and continuing disability review cases.
  • Conducts research on SSA regulations, rulings, POMS/EMs, HALLEX provisions, and relevant federal case law.
  • Draft persuasive written work such as medical summary statements and treating source statements.
  • Review, analyze, and summarize extensive medical and vocational evidence to establish disability under SSA standards.
  • Develop case theories based on medical, functional, and vocational limitations aligned with the SSA sequential evaluation process and listings.
  • Provide clear, accurate advice to clients regarding the SSA disability process, including risks, timelines, and implications of various case decisions.
  • Promote agency mission, purpose, and values in relationships with internal and external partners.
  • Conduct thorough client interviews and fact-gathering to assess eligibility and case viability using a trauma-informed, harm reduction approach.
  • Maintain regular communication with clients to explain processes, gather updates, and manage expectations.
  • Coordinate with providers and identify, request, and obtain supporting medical records, functional assessments, third-party reports, and treating-source opinions.
  • Prepare cases for attorney review by ensuring files are complete, organized, and meet program requirements for hearing preparation.
  • Manage a high-volume caseload while meeting internal deadlines, SSA timelines, and contractual deliverables.
  • Creates and maintains confidential client files detailing documents and laws/policies reviewed, correspondence prepared on behalf of the client, and case progress.
  • Updates and maintains client records in the agency’s case-management and billing database.
  • Provides consumer and provider trainings and community outreach as requested.
  • Assists with special projects as assigned by Supervising or Managing Attorneys.

Benefits

  • PRC offers a competitive salary plus medical, dental, and vision insurance for employees and their eligible spouse/children, as well as short/long-term disability, life insurance, employer-matching contributions to 403(b) retirement, generous paid time-off, California Bar dues, and professional development.
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