Benefits Planner

Imagine! • Lafayette, CO, FL

49d • $21 - $24 • Hybrid

About The Position

The Work Incentive Specialist (Benefits Planner) assists individuals with intellectual and developmental disabilities (IDD) in understanding and navigating the impact of employment on federal, state, and local benefits. This position provides accurate work incentives planning and assistance to SSI and SSDI beneficiaries, develops individualized benefits analysis reports, and supports informed decision-making related to employment and financial stability. The Work Incentive Specialist also collaborates with Social Security personnel, community partners, and internal staff to promote the effective use of available work incentives and support successful employment outcomes.

Requirements

• Knowledge of the developmental disabilities service system in Colorado preferred.
• Knowledge of Social Security Disability Insurance (SSDI), Supplemental Security Income (SSI), and related work incentives programs.
• Knowledge of federal, state, and local public benefits programs and how employment affects eligibility and benefit amounts.
• Knowledge of Social Security field office structure and the roles of specialists such as Area Work Incentive Coordinators (AWICs), PASS specialists, and Work Incentive Liaisons (WILs).
• Ability to understand and explain complex technical information in a clear, accessible manner for beneficiaries, families, and support teams.
• Ability to assess learning needs and use a variety of teaching and communication strategies.
• Strong counseling and evaluative skills, including the ability to listen, assess options, and support informed decision-making.
• Ability to work independently, prioritize responsibilities, and manage time effectively.
• Strong planning, organization, and documentation skills.
• Effective written and verbal communication skills with individuals, families, and professionals at all levels.
• Ability to provide presentations and training to individuals and groups.
• Ability to work effectively with various forms of technology, including databases, internet-based systems, assistive technology, and standard office software.
• Valid driver’s license and ability to meet Imagine! driving requirements.
• Regular use of a personal mobile device, such as a smartphone or tablet, may be required.
• At least one year of experience working with individuals with developmental disabilities is preferred.
• Experience in benefits counseling, work incentives planning, vocational services, or related human services work is required.
• Ability to work in both office and community settings.
• Ability to travel locally for meetings, training, outreach, and participant support as needed.
• Ability to sit, stand, walk, bend, and carry work materials or equipment as needed.
• Ability to use a computer, personal mobile device, and other office technology for extended periods of time.
• Ability to respond appropriately to urgent situations and shifting priorities.
• Ability to adapt to changing responsibilities, expectations, and service needs.

Nice To Haves

• Bilingual in Spanish preferred but not required.
• Bachelor’s degree in human services, education, or a closely related field preferred but not required.

Responsibilities

• Develop and maintain positive working relationships with individuals with IDD, families, advocates, DVR counselors, case managers, Employment Networks, and other community partners.
• Provide accurate information and guidance regarding SSI, SSDI, and available work incentives, including the Ticket to Work program.
• Develop and clearly communicate accurate, individualized Benefits Summary and Analysis reports that explain the impact of employment on public benefits and identify applicable work incentives strategies.
• Provide ongoing work incentives planning, monitoring, and management assistance to SSI and SSDI beneficiaries.
• Maintain regular contact with Social Security Administration personnel and collaborate effectively with external partners, including Employment Networks, advocacy organizations, vocational rehabilitation counselors, Area Work Incentive Coordinators (AWICs), PASS specialists, and Work Incentive Liaisons (WILs).
• Conduct outreach activities for beneficiaries, families, community partners, and providers to increase awareness and understanding of benefits planning services.
• Work collaboratively with the Supported Employment team to align benefits planning with employment goals and service delivery.
• Conduct presentations and training on benefits planning for Supported Employment classes, clients, families, and community partners.
• Attend and participate in IP, IDT, DVR, and other meetings as needed.
• Communicate effectively with Employment Specialists, Supervisors, and Program Managers regarding participant progress, concerns, updates, and service coordination.
• Support program development by identifying opportunities to improve workflow, increase efficiency, and strengthen service quality.
• Represent Imagine! Employment Services in a professional and effective manner in the community.
• Manage multiple tasks, priorities, and deadlines effectively.
• Maintain organized and accurate electronic beneficiary files and documentation.
• Prepare timely, thorough, and effective Benefits Summary and Analysis reports.

Benefits

• The salary for this position is $20.50 per hour without certification and $23.00 – 24.00 with certification, based on experience, qualifications, and internal equity.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level