What are the responsibilities and job description for the Special Needs Coordinator position at Simplicity Group?
Position Title: Special Needs Coordinator
Reports to: National Special Needs Coordinator
Department: Protected Tomorrows, Simplicity Wealth
Location: Lincolnshire Office / In Office
Classification: Full-Time / Exempt
Summary / Job Objective: Protected Tomorrows, a Simplicity Commitment, is adding to our Special Needs service team. We are seeking an individual who is a disciplined, methodical, highly motivated learner, who consistently performs at a high level under variable workloads. You must have a passion for making a positive impact on clients’ lives. We are growing quickly, so flexibility and nimbleness are crucial. The candidate will assist our special needs planning team in serving the needs of our clients, requiring strong verbal and written communication skills, as well as providing various administrative functions.
Primary Responsibilities
Reports to: National Special Needs Coordinator
Department: Protected Tomorrows, Simplicity Wealth
Location: Lincolnshire Office / In Office
Classification: Full-Time / Exempt
Summary / Job Objective: Protected Tomorrows, a Simplicity Commitment, is adding to our Special Needs service team. We are seeking an individual who is a disciplined, methodical, highly motivated learner, who consistently performs at a high level under variable workloads. You must have a passion for making a positive impact on clients’ lives. We are growing quickly, so flexibility and nimbleness are crucial. The candidate will assist our special needs planning team in serving the needs of our clients, requiring strong verbal and written communication skills, as well as providing various administrative functions.
Primary Responsibilities
- Conduct internet-based research on viable locale-based programs for clients
- Writing reports on research; occasional verbal delivery of reports
- Coordinate calendars for team members
- Ensure CRM system is updated and accurate
- Phone support for team members
- Assist with coordination of office projects
- Background in serving and/or personal ties to the disability community
- Experience using a CRM
- Existing knowledge of the following Government Benefit Programs and how to navigate the systems:
- Social Security- SSI, SSDI, RSDI, DAC
- Medicaid - Healthcare, SNAP, Cash Benefits, HBWD, Medicare buy-in, Spenddown
- Medicaid Waiver's - Home and Community Based Services & CILA
- Medicare
- Affordable Care Act Policies
- Benefit Access Program (Department of Human Services (DRS, DHS, Department on Aging))
- Basic knowledge of Special Needs Trusts, ABLE accounts and other tools used in this community
- Proficient in Microsoft office, Adobe, Google Platform and operating systems
- Excellent people skills
- Strong customer service background; proper etiquette, empathetic approach
- Exceptional organizational skills and follow-up tendencies
- Ability to take direction, constructive criticism and positive feedback
- Willingness to work as part of a team and learn as you go
- Thrives in a fast paced and ever-changing line of work - each day is different
- Annual base salary: $50,000 - $60,000 (exempt)
- Annual performance bonus target: 5%
- Employee benefits (medical, dental, vision, life insurance, other)
- 401k with employer match
- Paid Time Off
- Free parking
Salary : $50,000 - $60,000
