Case Aide (50030)

Lutheran Services Florida • Winter Haven, FL

11d

About The Position

The Case Aide assists with the day-to-day tasks needed to provide timely case management services to clients. The role requires a flexible, organized, and efficient work schedule and may involve extended hours. The Case Aide supports client eligibility and enrollment, maintains physical and electronic case records, assists case managers with documentation and referrals, and helps ensure clients receive required follow-up services. The position also involves transporting clients, supporting youth supervision, attending meetings and trainings, assisting with reports and monitoring activities, and maintaining a safe work area.

Requirements

• High school diploma or GED, or another relevant degree or equivalent experience.
• Experience working with clients and comfort working closely with a diverse client base.
• Clean and valid Florida driver's license, reliable transportation, and proof of insurance; a driving record transcript will be requested at hire.
• Clerical, typing, and computer proficiency.
• Good written and verbal communication and interpersonal skills, including persuasive abilities.
• Discretion and good judgment when dealing with sensitive issues.
• Ability to work with the public and follow written and oral instructions.
• Ability to work independently with minimal supervision.
• Dependability, reliability, initiative, and follow-through to complete assignments.
• Sensitivity to the cultural and socioeconomic characteristics and needs of the service population.
• Ability to sit and stand for long periods and use a telephone, computer, and other office equipment.
• Ability to work in a fast-paced environment and flexible, long hours.
• Ability to react productively to change and handle other essential tasks as assigned.
• Ability to work as a team player.

Responsibilities

• Request official documents to determine participant eligibility.
• Ensure clients are enrolled in the program’s internal intake system.
• Upload DHS eligibility documents to CMS and WEB-RSDS systems.
• Complete ACCESS forms for benefits such as Cash, Food Stamps, and Medicaid when needed, and provide clients copies of registration forms and documents sent to DCF.
• Drive clients to appointments, visits, interviews, and other activities as required by contractual obligations.
• Create client intake case files and maintain the physical files, including filing and closing records.
• Assist with compiling electronic and physical files for ORR or DCF upon request.
• Assist case management with FSSP packets and data-entry documentation, and provide CRS orientation as part of the CRS plan.
• Ensure follow-up service calls are conducted every 30 days after clients are registered in the program.
• Assist with coordinating referrals for in-house services.
• Attend required organizational trainings and facilitate trainings as needed.
• Attend departmental and program meetings and implement changes to policy or practice.
• Assist with submitting monthly reports and provide information for monitoring activities.
• Travel as needed for trainings, conferences, or client transportation.
• Attend training to support professional growth in case management documentation or other topics identified by the Program Manager.
• Maintain a safe, clean, and hazard-free work area.
• Ensure proper supervision of youth at all times.
• Work on special projects with minimal supervision and provide backup in the absence of the legal assistant.
• Perform other duties as assigned or required.
• Submit accurate, complete, and timely reports and documentation to ORR and LSF.
• Maintain effective working relationships with clients and adhere to LSF policies and procedures.

Benefits

• Medical, dental, and vision coverage.
• 24/7 online telehealth access to doctors.
• Employee Assistance Program.
• Employer-paid life insurance equal to one times salary.
• 13 paid holidays and one floating holiday.
• Generous paid time off policy starting at 16 working days per year; Head Start employees may have a different paid-time-off and holiday schedule.
• 403(b) retirement plan with a 3% discretionary employer match or 3% student loan repayment reimbursement.
• Tuition reimbursement.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED