Financial Eligibility and Benefits Specialist
- - Supported Living
- Kokomo, IN, USA
- Full Time
Assist the Director of Community Services in providing financial administration in compliance with CARF, BDDS, Social Security, CMS & BQIS standards by maintaining systems that provide timely, accurate person served funds and benefits management. Prepare all required documentation for Medicaid and Social Security Eligibility, SNAP benefits, food stamps, and any other additional resources, including trust funds, insurance- home owners or renters, funeral trust, etc. Complete applications, submit required paperwork, and ensure that all persons served maintain Medicaid eligibility, Social Security benefits, SNAP benefits, and food stamps. Work with the business office to ensure weekly and monthly ledgers for requested checks and spending money are accurately balanced. Ensure that all money spent by or for the person served is accounted for and verified through receipts or some other determined and acceptable method. Ensure that all required and requested documentation is submitted in a timely manner. Monitor and maintain accurate person served financial records through collaboration with the business office. Complete a quarterly audit to ensure person served bills are paid in a timely and efficient manner. Ensure proper cash management procedures are maintained such as timely reconciliation of monthly bank statements and petty cash ledgers, timely deposits of cash received, and maintaining Quicken financial records, through the business office. Identify and report any and all financial discrepancies, including unbalanced or unreconciled funds, missing bank statements or ledgers and any other missing documentation and/or receipts to Director, Community Services. Provide required financial information to internal and external sources including, but not limited to, Director, Community Services, QIDP, person served, Guardian, Case Manager, and Business Office to meet applicable Medicaid Waiver requirements. Conduct quarterly training with direct care staff within the Community Living Department regarding financial policies and procedures as outlined in agency and departmental policies. Promote and maintain a professional working environment. Remain updated and familiar with CARF, State Board of Health, State and Federal Laws, BQIS, DDRS, and other regulatory bodies. Provide timely, accurate reporting of personal assets and their utilization to various governmental entities (i.e. DFC, Social Security, FSSA, etc.) to ensure that all persons served maintain eligibility. Maintain complete confidentiality regarding daily administrative operations and persons served in compliance with agency and HIPAA guidelines. Prioritize multiple job functions, coordinate routine responsibilities with spontaneous, occasional assignments. Contact and provide documentation to local businesses to enable client check processing for purchases. Be willing to be flexible in work hours, including some evening and weekend hours for the as needed or directed. Ensure that proper financial intake paperwork is completed for all new CIH waiver referrals. Create and communicate monthly budget to the business office and IDT upon intake. Ensure that utilities are established for all persons served in rep payee services. Promote agency philosophies, generate team spirit, create and maintain an environment that fosters employee satisfaction, maximizes productivity and profitability. Portray a positive attitude that maintains a customer and coworker satisfaction level that limits adverse situations or complaints. Plan and provide instruction in communication skills, daily living, socialization skills, fine and gross motor skills, perceptual skills, prevocational skills, and any other areas based on programming needs, as needed. Display patience in all situations involving persons served. Speak in an even, positive and personal tone of voice when conversing with persons served. Provide direct care as needed. Participate in establishing financial and fund management goals for the person served. Appropriately respond to person served behavior via verbal and/or physical intervention based on the needs of the persons served. Participate in all special Supported Living activities. Must be able to care for the physical needs of persons served including feeding, hygiene, and toileting. Must be capable of assisting in physically transferring/moving persons served when needed. Physical activities may include but not be limited to: lifting up 25-50 pounds (depending on person served); bending; reaching; stretching; grasping; visual acuity; walking; squatting, guiding; and transporting. Assist with the use of medical adaptive equipment including, but not limited to: Wheelchair, Hoyer Lift, Shower Chair, Blood Sugar Testing Equipment. Attend/request related trainings as authorized or required.
Associates Degree in Business, Accounting, Finance or related field required. Budgeting & financial experience preferred. Knowledge of social security and Medicaid benefits desirable. Proficiency in using a computer for word processing is required. Experience with Word and Excel is required. Must be capable of performing repetitive tasks. Ability to perform duties with precision and attention to detail. Excellent organizational skills required. Must have the ability to successfully work in both independent and group settings. Must have the ability to effectively communicate during a crisis situation. Must possess excellent communication skills both written and oral, and strong teamwork skills. Must have the ability to communicate effectively, and to work under the stress of meeting deadlines. Must possess or be able to obtain CPR, CPI and first aid, and BDDS certification annually and perform as necessary. Possess and maintain a clear criminal record per Medicaid Waiver regulation requirements. Maintain a valid Indiana driver's license, insurance on personal vehicle (minimum of PLPD with Medical liability coverage), and maintain insurability as defined by the agency liability insurance carrier. Must possess and maintain reliable transportation that meets state requirements for transporting persons served. Dress appropriately as defined by department dress code.