Planned Lifetime Assistance Network of Massachusetts and Rhode Island, Inc. · 21 hours ago
Service Coordinator Assistant
Quincy, MA
Full-time
Onsite
New Grad, Entry Level
$55K/yr - $65K/yrPlanned Lifetime Assistance Network of Massachusetts and Rhode Island, Inc. is a non-profit organization serving individuals with life-long challenges. The Service Coordinator Assistant provides administrative support to the Service Coordinator team, assisting with beneficiary outreach, documentation, and resource management.
AssociationCommunitiesHealth CareMental HealthNon Profit
Responsibilities
Respond to requests for information related to a beneficiary’s trust account in compliance with PLAN’s policies and procedures
Conduct outreach to beneficiaries and collateral contacts to obtain written benefit verification and legal representative documentation to ensure the complete compilation of benefits, and other required documentation, for each beneficiary
Assist Service Coordinators in contacting beneficiaries, and/or their representatives, in obtaining requested information related to disbursement requests; and/or providing updates regarding the status of a disbursement
Perform annual check-ins on all Future Funded accounts; update Lifecare plans, as needed; and maintain timely and accurate notes in Salesforce documenting each encounter with Future Funded accounts
Facilitate and manage online shopping and phone orders for beneficiaries
Assist Service Coordinator team in exploring resources and obtaining the most current information related to public benefits, such as Medicaid, disability benefits, affordable housing resources and food insecurity providers; manage resource file; and maintain service coordinator manual based on latest updates from regulatory agencies and support partners
Field calls from beneficiaries and families, as needed, to support the Service Coordinator team in addressing the immediate needs of beneficiaries
Under the direction of the Service Coordinator Supervisor, assist in the scheduling of service coordinator visits with beneficiaries, as needed
Assist with beneficiary referrals to service providers/agencies for needed services
Participate in Service Coordinator meetings and maintain minutes from meetings
Facilitate the mailing of routine letters, notifications, and forms, to participants on behalf of Service Coordinators
Function as liaison to Service Coordinators in communicating potential changes in scheduled visits/appointments with beneficiaries, as needed
Document all applicable Service Coordinator Assistant activity in Salesforce in a timely manner
Assist Service Coordinator team in ensuring the accuracy of beneficiary information in Salesforce
Assist Service Coordinator Supervisor in reviewing mileage reports
Assist Service Coordinator Supervisor in completing special projects, upon request
Qualification
Required
Dependable
Excellent organizational skills, time management skills, and keen attention to detail
Ability to work independently and interdependently with a variety of disciplines in a team setting
Proficient computer skills, and ability to learn new programs and software including Microsoft Office Suite and Salesforce
Must be flexible and adaptable to change
Ability to self-direct and multi-task
Excellent interpersonal skills; verbal and written communication skills; and customer service skills
Must demonstrate solid judgment and ability to set boundaries
Positive attitude; solution focused; and collaborative working style
Demonstrate commitment to working with individuals with various levels of abilities in a compassionate and respectful manner
Strong knowledge base of public benefits
High School Diploma or GED required
Preferred
Experience working with individuals with disabilities is a plus
Bilingual in written and oral communication also a plus
Bachelor's Degree preferred
Company
Planned Lifetime Assistance Network of Massachusetts and Rhode Island, Inc.
PLAN of MA and RI is a nonprofit organization offering special needs trusts for people of all ages with mental health, developmental, and physical disabilities in the Massachusetts and Rhode Island communities.
Founded in 1971
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase