EXAMPLES OF DUTIES:
- Provide administrative and technical support to case managers; answer consumer questions and provide clarification for identified program and services; complete documentation; collect, enter, and maintain information in consumers files and databases; schedule appointments; manage records and files.
- Assist applicants in obtaining program services; obtain required forms for eligibility documentation; make collateral contacts; provide referrals to other agencies.
- Assist consumers by making doctor and social service appointments, providing transportation to and from appointments, moving from one residence to another, and packing and unpacking; shop for goods and pay bills on behalf of the consumer; submit hearing requests and attend hearings with consumers.
- Perform intake to determine initial and ongoing financial needs and screen for unmet service needs; gather referrals; identify and apply for funding sources; contact community resources as an advocate for consumers.
- Determine continued eligibility for benefits; provide information and referral services; process overpayments, underpayments, and correct errors.
- Perform home visits to consumers to gather signatures, collect bill statements, and other documents or to deliver goods.
- Monitor use of fleet; pick up and deliver fleet vehicles to various branches; produce monthly fleet and mileage reports; track and deliver fleet for maintenance; fill vehicles with fuel.
- Complete, file, and process paperwork, intake sheets, and protective service forms; prepare weekly and monthly reports; create and update process documents; prioritize requests received from case managers.
- Perform other duties as assigned.
LEVEL AND TYPE OF WORK AND/OR SUPERVISION:
Case Management Assistant
- Journey level
- Administrative Support
- Perform the full range of duties, working independently, applying well-developed subject knowledge, and exercising judgment and initiative.
- Receive occasional instruction or assistance as new or unusual situations arise.
- Fully aware of the operating procedures and policies within the work unit.
- Work is reviewed based on compliance, appropriateness, and effectiveness in meeting goals and deadlines.
- Receive general supervision from manager or staff.
MINIMUM QUALIFICATIONS GUIDELINES:
Any combination of experience and training that would likely provide the required knowledge, skills, and abilities is qualifying. Requirements are determined at the time of recruitment based on responsibilities of the individual position and business needs of the department.
Case Management Assistant
Training and experience for journey level, administrative support classifications are typically equivalent to completion of the twelfth grade and one (1) to four (4) years of experience that demonstrates the ability to perform the duties of the position. (Equivalency 1-4 years of qualifying training and/or experience).
Depending upon assignment, candidates may be required to pass a criminal background check, have a valid driver license, and/or additional training, licenses, or certificates.