Case Manager (Pooled Trust)

Case Manager Pooled Trust

The Pooled Trust Case Manager is responsible for supporting people with disabilities and their families accessing and navigating their pooled special needs trust, and governmental benefits and linkage to community resources. The Pooled Trust Case Manager will primarily interact on the phone and through email with individuals, families, care managers, attorneys, and other interested parties associated with the Trust. This full-time position requires strong communication, people skills, and organizational skills.

Trust Services

• Communicate with individuals, families, and attorneys to assess the current situation of beneficiaries.
• Maintain knowledge of Special Needs Trust Rules and Regulations and information from Medicaid and Social Security Administration.
• Maintain an understand public benefits and the potential impact of distributions on those benefits.
• Process disbursement requests in compliance with public / government benefit criteria.
• Conduct presentations and webinars on the Pooled Trust and other relevant topics.
• Work with Trust team to update Policies & Procedures, Handbooks, Beneficiary Training Materials, FAQ's, etc.

Care Management Support

Public Benefits

Education

Experience

This role requires some field engagement, with regular visits to beneficiaries, community locations, and other relevant sites to engage directly with participants and stakeholders. Participation in state and / or national conferences.

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. Job descriptions should not be construed as an employment contract or guarantee of employment.

Benefits :

Experience :

Bobby Dodd Institute (BDI) is an equal opportunity employer and a Drug-Free workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, disability status, protected veteran status, or any other characteristic protected by law. BDI is a Vietnam Era Veterans' Readjustment Assistance Act (VEVRAA) Federal Contractor.

Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities

This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.