Benefits Counseling and Referral Specialist

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IDR is seeking a Benefits Counseling and Referral Specialist to join one of our top clients! If you are looking for an opportunity to join a government organization and work within an ever-growing team-oriented culture, please apply today!

Position Overview:
The Benefits Counseling & Referral Specialist will provide vital information, referrals, and assistance to callers and their caregivers seeking social and health services. The position focuses on assessing callers’ needs, recommending appropriate resources, and connecting them with services that best meet their requirements. Additional duties include following up on referrals, making community presentations, collaborating with community organizations, and supporting outreach programs. This individual will act as a key resource for both the public and other agencies.

Duties & Responsibilities:

• Conduct assessments of callers’ needs and provide tailored referrals to appropriate services, focusing on federal, state, and local benefits.
• Offer comprehensive information about social and health services, assisting callers in making informed decisions.
• Connect individuals to necessary services when available and identify alternatives when resources are limited.
• Follow up with clients to ensure services were provided and gather feedback.
• Participate in community presentations and collaborate with volunteers to implement outreach activities.
• Maintain and update client data in reporting systems and ensure the accuracy of resource information.
• Participates in other special projects as assigned. Project areas may include: Financial Fitness for Older Adults, Medicare Savings Program, Low-Income Subsidy, SNAP, and Medicaid Benefits (If candidate hold necessary certification).

Must-Have Skills:

• 3+ years of experience in customer service role for Medicare Enrollment.
• Familiarity with various federal, state and local benefits and other programs.
• Proficient with MS Word and Excel.
• Strong interpersonal and communication skills.

Preferred Skills:

• Ability to work independently and remotely, while attending in-office days for training.
• Strong organizational skills and attention to detail.

What’s in it for you?

• Competitive compensation package
• Full Benefits; Medical, Vision, Dental, and more!
• Opportunity to get in with a government organization

Why IDR?

• 25+ Years of Proven Industry Experience in 4 major markets
• Employee Stock Ownership Program
• Dedicated Engagement Manager who is committed to you and your success
• Medical, Dental, Vision, and Life Insurance
• ClearlyRated’s Best of Staffing® Client and Talent Award winner 11 years in a row

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. IDR is subject to certain governmental recordkeeping and reporting requirements for the administration of civil rights laws and regulations. In order to comply with these laws, we invite employees to voluntarily self-identify their race or ethnicity, gender, and veteran status (if applicable). Submission of this information is voluntary and refusal to provide it will not subject you to any adverse treatment. The information obtained will be kept confidential and may only be used in accordance with the provisions of applicable laws, executive orders, and regulations, including those that require the information to be summarized and reported to the federal government for civil rights enforcement. You may access this form here.

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