Benefits Planning & Resource Navigator
Work Life Unveiled: A Sneak Peek into Your Job
Picture yourself as the guiding light, illuminating the intricate world of benefits and resources, providing answers to financial puzzles and opening doors to assistance. Welcome to the fascinating role of a Benefits Planning Specialist & Resource Navigator (BP&RN)!
​
As a BP&RN, you wear many hats, offering two distinct yet interconnected services to individuals in need. When it comes to Benefits Planning, you serve as a trusted advisor, helping individuals and their teams grasp how employment affects their federal and state benefits. Whether they're engaging in skill building, exploring job opportunities, aiming for career advancement, or seeking financial problem-solving assistance to maintain their community integrated employment, you provide invaluable guidance tailored to their unique circumstances.
​
Your expertise goes beyond understanding benefits regulations and policies. You navigate the intricacies with finesse, ensuring individuals can make informed decisions about their employment choices while safeguarding their financial stability. By analyzing their specific situation, you shed light on the impact of work on their benefits and offer strategies to optimize their income and resources.
​
In your role as a Resource Navigator, you become a wellspring of information, education, and consultation for individuals with disabilities and their support teams. You equip them with a comprehensive understanding of the diverse range of assistance opportunities available from state, local public agencies, and private entities. From financial aid to community resources, you empower them to address their unique needs and challenges.
​
But your impact doesn't stop at providing information. You offer more than just guidance – you provide consultation and technical assistance, helping individuals and their families or guardians navigate the complex landscape to access the resources they require. Leveraging your extensive knowledge and connections, you connect them to the appropriate channels, ensuring they receive the support they need to flourish.
​
As a BP&RN, you're not only a wellspring of knowledge and support, but also a meticulous reporter, documenting the services and supports provided. Your role ensures accountability and maintains accurate records of the profound impact you have on individuals' lives.
​
So, let your expertise shine through, your compassion guide the way, and your unwavering commitment to service prevail. Embrace the extraordinary, for as a Benefits Planning Specialist & Resource Navigator, you possess the power to illuminate the path to financial stability, connect individuals to life-changing resources, and make an enduring difference in their lives.
Role Breakdown: Understanding Your Key Responsibilities
General responsibilities and/or duties:
-
Providing supports for an individual and their team regarding the full array of available assistance opportunities including, but not limited to:
-
Reviewing their current Benefits Planning Query through the Social Security Administration to help them understand how working would affect their benefits
-
Assisting with income reporting requirements for public benefit programs
-
Assisting with information and/or utilization of Social Security and Medicaid work incentives, and benefits support to develop a plan to assist with self sufficiency
-
Assisting with benefit verification, consultation, education, and analysis/planning
-
Providing information, assistance, and technical assistance with various state and federal programs
-
Providing a completed Benefits Summary & Analysis and Work Incentive Plan, to support the individual/guardian/team with making an informed choice on employment and earned income
-
-
Holding meetings with the individual/guardian/team as needed
-
Assisting with proactive problem solving, and modifying the plan for support when needed
-
Assisting with advocacy regarding supports the individuals need
-
Assisting individuals to promote the greatest degree of integration and independence possible
-
Completing daily, weekly, and monthly paperwork, and ensuring that the electronic and paper files are accurate and up to date
Work Environment:
-
Knowledgeable and experienced management personnel with expertise in the field of disabilities, readily available and willing to provide support and assistance whenever needed
-
Management exhibits receptiveness to modifying processes based on employee insights and when deemed appropriate
-
Comprehensive training implementation
-
Collaborative open office concept with an emphasis on team consultation, while having the ability to separate yourself from the team if/when needed
-
Cultivating a culture of open communication amongst team members is highly encouraged
-
Emphasis on achieving high quality task completion rather than merely occupying a seat
-
Autonomy to evaluate an individual regarding their personal interests, and skill development needed, and determine how to best implement the plan you create with each individual in a unique manner
-
A Meaningful Life Incorporated prioritizes a work to live approach, rather than a live to work mindset, while understanding that we are truly impacting individuals lives
Minimum Qualifications:
-
Be at least 18 years of age and have a High School diploma or its equivalent
-
Allow A Meaningful Life Incorporated to obtain verified results of background checks including driving record, criminal record, and abuse/neglect
-
Have no disqualifying offenses based on the Family Care Safety Registry Screening
-
Have no disqualifying offenses based on motor vehicle driving record check
-
Provide proof of Education and license/certification (when applicable)
-
Provide reference information (upon request)
-
Have current or be willing to complete CPR/First Aid certification
-
Have a valid driver’s license and active automotive insurance
-
Have a reliable mode of personal transportation, and the willingness to transport individuals
-
Can read and communicate effectively in English and/or Spanish, the ability to hear individuals in person, virtually, and on the phone with or without reasonable accommodation, the ability to write, type, operate a mouse, and the ability to file documents
-
The ability to sit and stand for extended periods of time, walk, kneel, crouch, and bend as needed, and occasionally lift/move up to 25 pounds, with or without reasonable accommodations
-
Openly and effectively communicate
-
Is willing to fill in where needed and develop solutions as a team
-
Have an internal drive with the desire to learn
-
Can reasonably assess and react to a developing situation
-
Understands non-verbal cues and can react appropriately and help others do the same
-
Possesses non-judgmental and patient demeanor, demonstrates empathy, effectively handles calm and stressful situations with compassion, exhibits genuine concern for others, fosters a caring and considerate environment.
-
Desire and ability to complete on the job training to obtain and maintain certification as a Community Work Incentive Counselor or a credentialed Work Incentive Practitioner
Desired employee characteristics:
-
Basic knowledge of Microsoft Outlook and SharePoint
-
Enjoys working one-on-one with people but also benefits from a team setting
-
Have a desire to help people obtain the information necessary to fulfill their potential
-
Have the ability to have difficult conversations for the benefit of the receiving individual
-
Have the ability to individualize their approach based on the personality and learning style of the receiving individual
-
Enjoys solving challenges and putting the right elements together to get the desired result
-
Have the capacity to recover from a challenging situation and prevent it from impacting the remainder of your day
-
Understands how to dress and present themselves based on different situations
-
Effectively manages task completion while proactively seeking solutions for unknowns
-
Have organizational and multi-tasking skills
-
Wants to believe in a mission and is looking for a change
-
Basic knowledge and understanding of individuals with disabilities, and programs and supports that are available within local, state, and federal programs is a plus
Rate of Pay and Benefit Information:
-
Beginning hourly wage is $18.50/hour with room for growth and advancement following 90 days of employment, and/or depending on experience
-
As part of the orientation process, newly hired employees receive an allowance specifically designated for purchasing office décor to personalize their work space
-
8 paid holidays (including your birthday) and 2 ½ day holidays per year
-
4 weeks of Paid Time Off per year that accrues per pay period
-
Up to 4 hours a month of leave time that does not come off of your Paid Time Off, for mental/physical wellness
-
Option for Insurance
-
Monthly/Quarterly Incentives
-
Weekly participation in Interest Club(s) with individuals we support