Client Benefits Coordinator
About The Position
San Gabriel/Pomona Regional Center (SG/PRC) is a private, non-profit agency contracted with the State of California Department of Developmental Services to provide services and supports to individuals with intellectual and developmental disabilities across 30 cities in Los Angeles County. Its services span the lifespan, from infants and toddlers through aging adults, and are guided by compassion, collaboration, integrity, and a commitment to supporting individuals and families. Under the direction of the Manager of Client Benefits Coordination, the Client Benefits Coordinator assesses and secures benefits for the individuals served. The role maintains and reconciles client information and accounts, coordinates with benefits agencies and funding sources, responds to inquiries, and supports the department and organizational goals. The position also requires weekly travel to the Social Security Administration office in West Covina to collaborate with an SSA representative.
Requirements
- High school diploma and at least two years of experience in a public benefits agency, a community care or health facility, or general record keeping or accounting.
- Any combination of training and experience that could likely provide the desired knowledge and abilities will also be considered.
- Ability to understand relationships among accounting records and documents and reconcile differences within the system.
- Ability to interpret and apply governmental regulations and Regional Center policies and procedures.
- Ability to respond to numerous daily phone calls with various agencies.
- Ability to operate office equipment, including a computer terminal and 10-key calculator.
- Knowledge of word processing software, specifically Microsoft Word.
- Ability to communicate effectively verbally and in writing.
- Employees using a private vehicle for agency purposes must maintain a valid driver’s license and minimum liability insurance coverage.
Responsibilities
- Maintain and monitor accurate, up-to-date client information in a computerized system.
- Coordinate and secure client benefits, including Social Security, Railroad, Teachers Pensions, Long Term Care, and Medi-Cal.
- Report changes in clients’ assets to appropriate agencies.
- Review and reconcile client trust accounts.
- Create and adjust reports and records.
- Track client income and expenditures to ensure proper management.
- File and scan documents to maintain organized and accessible records.
- Serve as a liaison between service coordinators and client funding sources.
- Follow up and coordinate relevant client information with appropriate staff.
- Respond to inquiries from vendors, service coordinators, and third-party entities regarding client benefits and payment issues.
- Drive to the Social Security Administration office in West Covina weekly and collaborate with the SSA representative.
- Perform additional duties that support department and organizational goals.
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What This Job Offers
Job Type
Full-time
Education Level
High school or GED
