Benefits Navigator II

Service Source • Lakewood, CO

33d

About The Position

Make an impact by joining ServiceSource, a champion for people with disabilities. Explore new opportunities! ServiceSource is an organization of talented people who drive innovation, embrace change, and strengthen communities. The Benefits Navigator helps disabled individuals apply for SSI and SSDI benefits using the SOAR model, offering support throughout the entire claims process. They assess eligibility, coordinate medical and mental health evaluations, develop and submit claims, and manage the process through to decision. Working closely with claimants, SSA, and DDS, they act as the primary liaison to ensure timely and accurate communication. Additionally, the Navigator connects individuals with essential services like Medicaid and Long-Term Care, while maintaining detailed records and writing medical summary reports.

Requirements

• Proficient in administrative systems, databases, and technology to manage multiple deadlines effectively.
• Skilled in interpreting Social Security's POMS and reviewing complex medical and mental health documentation.
• Strong communication abilities-written, verbal, and analytical-with sound grammar and reasoning.
• Experienced in working with individuals with disabilities and mental health needs using trauma-informed care.
• Exercises sound judgment and discretion in managing confidential and sensitive information.
• Highly organized, detail-oriented, and responsive under pressure.
• Advanced proficiency in Microsoft Office, especially SharePoint, Excel, Outlook, and Word.
• High school diploma or GED and a minimum of two years of related experience in the human services field; bachelor's degree preferred.
• Proof of SOAR certification (adult curriculum) required upon hire and proof of SOAR certification (child curriculum) required within 30 days of hire.
• A valid driver's license and/or access to reliable transportation to perform work-related travel required. Eligible drivers must have a good motor vehicle record (MVR).
• Ability to read, interpret, and synthesize documents such as federal regulations, medical and psychological records, and data reports to create a compelling case via a written summary report in support of a disability claim.
• Ability to write other detailed reports and professional correspondence.
• Ability to speak effectively with participants, community partners and federal and state stakeholders.
• Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area.
• Ability to develop a participant budget, calculate dates/times and track income changes.
• Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
• Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.

Nice To Haves

• Bilingual in Spanish, not required but preferred.

Responsibilities

• Assist in SSI/SSDI benefit acquisition as appropriate utilizing SOAR model principles including screening review, application assistance including completion of all required forms needed on the claim, writing, and submitting medical summary report (MSR), representation on the claim when appropriate, and quality review of all applicable documentation and processes.
• Manage an ongoing caseload of initial and first reconsideration claims.
• Collaborate with paired DHS case management to connect participants to services and resource acquisition including but not limited to SNAP, TANF (Temporary Aid to Needy Families), Medicaid, Medicare, and Long-Term Care Medicaid or Aid to Needy Disabled (AND) or OAP (Old Age Pension) as appropriate.
• Request and maintain medical, physiological, school, work records in compliance with HIPPA and confidentiality statutes, regulations, and rules.
• Read medical, mental health, and educational records with attention to detail for tests and verbiage that are significant for Social Security Disability eligibility.
• Research medical, mental health, and educational records to write Medical Summary Reports (MSRs).
• Complete and obtain required forms and signatures for documentation.
• Communicate regularly with participants and assist with scheduling or attending appointments.
• Coordinate with SSA, DDS, and medical providers to support application processes and Consultative Exams.
• Engage with community partners to foster resource collaboration and service access.
• Maintain accurate records, document participant data, and submit monthly case reports.
• Support team members with navigation and case management across departments as needed.
• Stay informed on relevant programs, benefits, SOAR practices, and community resources.
• Ensure compassionate, culturally responsive engagement with participants and partners.
• Perform other responsibilities as assigned.

Benefits

• Health coverage for you and your family through Medical, Dental, and Vision plans.
• Financial protection with 100% company paid Disability, Life, Accidental Death & Dismemberment insurance.
• A 403(b)-Retirement plan in which the company matches dollar for dollar on a generous percentage matching up to 3% of your contribution.
• Tax advantages through Flexible Spending and Health Savings accounts that allow you to pay for specific healthcare and dependent care expenses with pre-tax dollars.
• To help you manage your work and life needs, we offer an Employee Assistance Program, Wellness Program, and Tuition Assistance.
• A generous paid time-off program in which the benefits increase based on your tenure with the company.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Religious, Grantmaking, Civic, Professional, and Similar Organizations
• Education Level: High school or GED
• Number of Employees: 1,001-5,000 employees