Lead Financial Care Manager
STATUS: Non-Exempt (37.5 hours a week)
HOURLY RATE: Up to $25.00 per hour
SUMMARY
Lifespan is a trusted, mission-driven regional nonprofit dedicated to helping older adults navigate the challenges and opportunities of longer life. We offer a supportive, inclusive workplace where staff can grow professionally. The Lead Financial Care Manager manages a caseload of up to 20 higher-need or complex clients and serves as a resource and support for Financial Case Managers. Financial Case Managers assist older adults with managing their financial affairs and maintaining personal independence through a fee-based service. The Lead Case Manager supports Financial Case Managers with Social Security, Medicaid, and other benefit-related applications. The Lead Case Manager meets with clients at least twice annually and more often based on level of need. As part of a community-based service, the Lead Case Manager meets with clients in a variety of settings, including the client’s residence, skilled nursing facility, hospital, or financial institution. The Lead Case Manager provides proactive, team-based services while also working independently.
DUTIES AND RESPONSIBILITIES
1. Serve as a subject matter resource to Financial Case Managers regarding benefit programs, Medicaid, Social Security, Medicare, pooled trust/SNT-related questions, budgeting, creditor issues, and community resources.
2. Support onboarding, peer mentoring, training and skill development for new or less experienced Financial Case Managers.
3. Assist with quality review of client files, applications, documentation, financial records, and billing practices to support accuracy, compliance, and audit readiness.
4. Model proactive client service, professional communication, ethical financial practices, and adherence to Lifespan policies and procedures.
5. Coordinate team workflow, monitor work queues or priority tasks, and assist the Director or designee in ensuring timely completion of bill paying, benefit applications, client documentation, billing, reports, and other program requirements.
6. Assist client and FCM’s with financial decision- making.
7. Make informed decisions within established program guidelines to support timely client service, accurate financial management, and effective team workflow; consult with the Director or designee when decisions involve unusual circumstances, elevated risk, or matters outside established authority.
8. Review and approve monthly client invoices as assigned and support accurate, timely billing practices.
9. Serve as backup to the Financial Care Management Director or designee for weekly client bill-pay check review and approval, consistent with internal controls and program procedures.
10. Assist with coaching, performance feedback, or work direction for Financial Case Managers as assigned by the Director or designee.
11. Direct client work: assess and investigate client financial situations, develop client budget plan, identify action plan, implement, monitor and adjust budget/ plan accordingly to ensure long-term security.
12. Complete all financial and secondary insurance applications with high-quality work, gather all necessary documentation and submit to the proper agency / staff for processing.
13. Provide referral and linkage to other community resources, assisting the client to remain as independent as possible.
14. Maintain and manage all records, case notes, billing, reports and metrics as required ensuring accuracy and compliance with agency departmental policies and procedures, including state and federal tax laws.
15. Advocate with creditors and other financial institutions and agencies on behalf of client.
16. Participate in generation of standard operating policies and procedures related to Financial Care
Management.
17. Participate in continuous improvement initiatives to improve fiscal responsibility and departmental
efficiency.
18. Other duties as assigned by supervisor.