Client Benefits Specialist

• →Conduct interviews and assessments with every newly admitted client within the first 1–2 days, approximately 20–30 new clients monthly
• →Gather client information to determine eligibility for benefits and estimated length of stay
• →Maintain organized records of client interviews, assessments, and benefit status.
• →Ensure timely and accurate documentation of assessments, services, and benefits in agency systems, including our EHR, Avatar
• →Follow up on required paperwork to support benefit applications and re‑certifications
• →Clearly communicate with and coordinate with federal, state and city agencies and community partners to help clients financially access entitled benefits
• →Work closely with Directors and Case Managers to monitor clients’ financial needs and ensure services are aligned with available benefits
• →Manage a caseload and provide ongoing support to clients regarding their benefits
• →Prioritize accuracy and timeliness to ensure the agency can bill correctly and continue providing quality care 

• High School diploma or GED required; Associate’s or Bachelor’s degree preferred

• Strong oral and written communication skills

• Detail oriented with accurate data entry and documentation skills to support billing and compliance

• Empathy and care in working with diverse clients experiencing substance use disorders and mental health challenges

• Ability to work under pressure with high accountability for timely processing of benefits

• Strong time management and organizational skills to manage caseloads and track multiple deadlines

• Basic computer skills with the ability to use the Microsoft Suite and software for documentation such as EHR systems (e.g., Avatar)

• Familiarity with federal and state programs such as Medicare, Medicaid, Social Security, and public assistance programs, preferred

• Experience with case management or client intake preferred 

This is a full-time non-exempt role with an hourly rate of $24.72-$27.47 (annualized at 35 hours per week to $45,000-$50,000) with a full benefits package. Benefits include medical, dental, and vision insurance, 25 days of paid time off, access to a retirement account with an employer to match, and tuition reimbursement.  

This role is an in-person located in Rhinebeck, NY with the potential to work remotely 1 day a week after 90 days based on performance and completing an introductory period. The Client Benefits Specialist works Monday-Friday, with some flexibility around standard working hours (Example: 9am-5pm, 8am-4pm, or 7am-3pm) based on mutual agreement with the manager for this role. 

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