BENEFITS SPECIALISTS

Function:

Under general supervision of The Director of Outreach and Benefits, assists clients in obtaining crucial benefits through the Federal interagency initiative “SOAR” – Social Security Benefits: Outreach, Access and Recovery, when applicable benefits pursued include Social Security Disability/Retirement; Supplemental Security Income (SSI); EBT (food stamps); Medicaid; Medicare; and VA Benefits

Employee Classification:

Considered a professional, exempt position that is regular full-time.

Guidelines for Distinguishing Characteristics:

Perform full range of duties including but not limited to the area of application of benefits, income verifications and maintain client records. 

Examples of Work:

  • Prepare and maintain individual client records
  • Assess clients and their needs through in-person interviews
  • Maintain record of clients assisted and benefits obtained
  • Prepare and submit benefit applications to appropriate agencies
  • Monitor applications in-process
  • Partner with case managers and clinical team to gather needed information for clients to complete the benefit application process

Knowledge, Skills and Abilities:

  • Ability to understand an utilize the “SOAR” initiative and disability application processes
  • Knowledge of the principles, policies and practices of office management
  • Knowledge of computer software to include word processing, database, and spreadsheet applications
  • Ability to collect and assemble information in a clear, concise manner
  • Ability to effectively plan and organize work activities and prioritize task completion according to schedules and goals
  • Ability to communicate effectively, both orally and in writing
  • Ability to establish and maintain effective working relationships with other agencies, organizations and interested public or private groups
  • Ability to exercise judgement and discretion in interpreting and applying policies and procedures

Necessary Special Requirements:

Must have a valid South Carolina driver’s license and a good driving record. Must be certifiable in defensive driving and CPR/1st-Aid.

Minimum Requirements:

A bachelor’s degree in Business Administration, management or related area and minimum of 5 years relevant experience.  Additional experience may substitute for degree.