Disability Benefits Specialist

Friendship Shelter•Laguna Woods, CA

About The Position

The Disability Benefits Specialist assists individuals experiencing homelessness in accessing and securing disability income benefits, including Supplemental Security Income (SSI) and Social Security Disability Insurance (SSDI), to promote financial stability, independence, and long-term housing success. The role provides field-based advocacy and support throughout the benefits application process, including eligibility assessment, gathering medical and supporting documentation, preparing and submitting applications, coordinating with healthcare providers and community partners, and following up to address barriers and support successful outcomes. Working within a Housing First and Harm Reduction framework, the specialist uses the SSI/SSDI Outreach, Access, and Recovery (SOAR) model to strengthen applications and connect individuals with income resources. The position collaborates with interdisciplinary teams, healthcare providers, social service agencies, and community partners to provide coordinated, individualized, person-centered support. The role calls for compassionate, ethical, and flexible advocacy that supports clients in navigating systems and building housing stability and self-sufficiency. This is a field- and office-based, non-sedentary position involving client interaction in shared office spaces and in the field. Driving a personal vehicle during work hours is required, with driving listed as an essential function for up to 50% of the role. Work typically involves standing or sitting for extended periods, walking, bending, stooping, or climbing for 66% or more of the workday, and may require lifting or pushing up to 25 pounds for 33%–66% of the time. The role has no supervisory or indirect mentoring responsibilities. The listed salary is $26.00–$27.00 per hour.

Requirements

Experience assisting with disability benefit applications, such as SSI, SSDI, or similar benefits.
Experience working with individuals experiencing homelessness, mental illness, substance use disorders, or other disabling conditions.
Valid driver’s license, reliable vehicle, and current insurance.
Knowledge of SSI/SSDI application processes and SOAR methodology.
Understanding of Housing First, Harm Reduction, and client-centered service models.
Strong organizational and documentation skills, including detailed report writing.
Ability to manage multiple cases and deadlines in a fast-paced environment.
Strong communication and interpersonal skills.
Ability to navigate social service systems, including Medi-Cal, CalOptima, SSA, and General Relief.
Conflict resolution and de-escalation skills.
Ability to exercise sound judgment and maintain confidentiality.
Proficiency in Microsoft Office and data systems.
Ability to perform essential duties in the field and administrative office, including extended periods of standing or sitting, walking, bending, stooping, or climbing.
Ability to lift and/or push up to 25 pounds may be required.
Ability to drive a personal vehicle during work hours; driving may comprise up to 50% of the role.

Nice To Haves

SOAR certification is preferred.
Familiarity with Orange County Continuum of Care is preferred.

Responsibilities

Provide field-based benefits advocacy, including client assessment, gathering documentation, preparing and submitting applications, and following up on applications and appeals.
Guide clients through the SSI/SSDI application process while promoting dignity, respect, and self-determination.
Use the SOAR model, including completing Medical Summary Reports, to improve application outcomes.
Coordinate with interdisciplinary team members to align benefits advocacy with housing and service plans.
Request, obtain, and organize medical, behavioral health, and other supporting records for applications.
Collaborate with current and previous providers to strengthen application documentation.
Maintain accurate, complete, and timely records of applications, appeals, and client interactions.
Ensure compliance with agency, contract, and data-system requirements, including HMIS and CalOptima Connect.
Accompany clients to medical, Social Security Administration, and hearing appointments as needed.
Provide transportation support to help clients access required services.
Communicate regularly with clients and staff about application status and next steps.
Build trusting, professional relationships with clients and community partners.
Participate in case conferences, team meetings, and program discussions.
Maintain working relationships with internal staff, partner agencies, and service providers.
Support coordinated service delivery across programs.
Perform other duties as assigned to support program operations and client success.