Financial Case Manager

4 days ago

Rochester, New York, United States Lifespan Full time
Job Title: Financial Case Manager

Rochester, NY

Job Summary:

We are seeking a skilled Financial Case Manager to join our team at Lifespan. As a Financial Case Manager, you will play a critical role in assisting older adults in managing their financial affairs and maintaining their personal independence.

Key Responsibilities:

  • Assess and investigate the financial situation of clients
  • Determine and plan appropriate actions to assist clients in becoming financially secure
  • Provide full bill paying and budgeting services to ensure long-term security
  • Assist with financial decision-making
  • Provide referrals to other community resources to help clients remain independent
  • Maintain and manage all records, case notes, billing, reports, and metrics as required
  • Advocate with financial, creditor, and other institutions on behalf of clients
  • Appropriately bill clients for services rendered

Requirements:

  • Associate in Applied Sciences required; Bachelor's degree in Business, Finance, Human Services, or equivalent preferred
  • 2 years' banking or financial services experience required; must have strong financial acumen and a working knowledge of community resources
  • Expertise in Medicaid and other benefit programs preferred; prior experience working with and advocating for older adults preferred

Benefits:

  • Vacation (21 days)
  • Sick (10 days)
  • Personal Time (3 days)
  • Holidays (11)
  • Medical Insurance (3 options)
  • Dental Insurance (2 options)
  • Vision (2 options)
  • Flexible Spending Account
  • Health Savings Account with company contribution
  • 403(b) Program
  • Pension contribution after one year of service
  • Hybrid Work Schedule may be available after successfully completing the probationary period

Lifespan is an equal opportunity employer and affirms in policy and practice to recruit, hire, train, and promote, in all job classifications, without regard to race, religion, color, national origin, citizenship, sex, age, veteran status, disability, genetic information, gender identity/expression, or any other protected characteristic.

Lifespan will not discriminate against persons because of their disability, including disabled veterans, and will make reasonable accommodations for known physical and mental limitations of qualified employees and applicants with disabilities.

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