Case Manager Position
CFPD is looking for a new Case Manager to join our team! A summary of the position is listed below. If you are interested, please use this link to apply on Indeed.
CASE MANAGER JOB SUMMARY/ PURPOSE
This position exists to assist beneficiaries in accessing their trust funds to enhance the quality of their lives as well as providing case management on a fee for service basis to people with disabilities and seniors who are receiving services from the Colorado Fund for People with Disabilities (CFPD), and its affiliated programs and/or organizations.
ORGANIZATIONAL/ OPERATIONAL ENVIRONMENT
This position is part of The Colorado Fund for People with Disabilities, and its affiliated programs and/or organizations. CFPD is a non-profit organization which operates supplemental needs trusts for persons with disabilities; and provides additional services through a fee-for-service entity which supports CFPD.
NATURE OF THE ROLE
This role is integral to the smooth and efficient running of the CFPD office, its financial affairs, the financial affairs of its clients and Beneficiaries, and the organization's compliance with various statutory, financial and legal requirements.
REPORTING STRUCTURE AND AUTHORITY
The position reports directly to the Director of Beneficiary Services of CFPD. The position has authority to carry out a range of functions under the direction of the Director of Beneficiary Services, providing the functions are carried out according to the policies and procedures set by the E.D. and Board of Directors.
Key activities include those listed below and other activities required by the organization consistent with the employee's skills, abilities and within the current level of responsibility of the employee.
- Assess the current situation and the supplemental needs of CFPD beneficiaries as assigned. Develop a plan to meet the identified needs.
- Facilitate the purchase of goods and/or services to meet the supplemental needs of the beneficiary as outlined in CFPD policies and procedures.
- Maintain contact with beneficiaries, guardians or family as needed to meet the individual needs of the beneficiary.
- Make referrals to other organizations, agencies or service providers, as necessary, for the benefit of the beneficiary.
- Keep accurate records of the time spent working on behalf of the beneficiary per CFPD procedure.
- Maintain accounting records for supplemental needs request and monthly billing for each beneficiary.
- Maintain files for each beneficiary/client.
General Office Duties/other responsibilities
- Provide information, as necessary, to meet internal and external reporting requirements.
- Attend Board and Committee Meetings as needed.
- Housekeeping duties as assigned.
- Other duties as assigned by the Director of Beneficiary Services or the Executive Director.
Special Projects—Assist responsible staff member as needed
- Trainings or other events
- Annual Accountings
- Mass Mailings
Task and Role Management
- Management of day to day, week to week activities consistent with job roles and organizational goals and objectives.
- Ability to independently prioritize multiple tasks and deadlines.
Management and use of technology
- Use and maintain various forms of office technology; with skills in Microsoft Office Suite and ability to learn proprietary or CFPD specific software.
- Willingness and ability to account for time spent on tasks using EMS or equivalent billing software.
- The role requires skills and experience to perform general office duties to ensure the smooth operation of the office, regulatory compliance and improvement of procedures where appropriate.
- This role requires the ability to work well with many different stakeholders; who will include other employees, Beneficiaries of the Trust, members of the Board of Directors, vendors and service providers, benefit eligibility technicians, attorneys, and others.
- The role also requires the ability to interact with people who have disabilities, and their families, with sensitivity and tact.
Education and Job Experience
- Bachelor's Degree
- Three-five years experience working with people with disabilities.
- Due to the fiduciary nature of this position, a clean background check and satisfactory credit report are required.
- Car required. Must be able to drive, and willing to drive throughout the metro area and outside the metro area. Will occasionally transport clients.
- Heavy phone contact requires ability to speak clearly and hear well on the telephone.