Summary
Responsible for managing all functions of the eligibility and trust fund team. Including ensuring the team maintains all individuals’ benefits through state and government agencies, as well as determining and implementing strategies to strengthen trust fund services. Provides professional trust fund management services to our individuals across multiple states by performing moderately complex accounting and financial duties.
Essential Duties and Responsibilities
Eligibility
• Manages Eligibility program ensuring company adheres to state guidelines as it relates to eligibility.
• Provides monthly monitoring of eligibility review, and work item processing to ensure that benchmarks are met.
• Create monthly reporting to provide visibility to team and department performance.
Trust Fund
• Assists in the development and implementation of the Trust Fund program: representative payee, vendor payments, debt management
• Assists in developing orientation and training material for trust fund staff
• Provides customer services as needed: handles non-routine complaints, arbitrates minor disputes, and resolve minor grievances of program staff, individuals, and referral sources (Social Security Administration, Medicaid Waiver)
• Ensures team perform monthly reconciliation of accounts
• Prepare and review quarterly statements to SSI and family
• Create monthly reporting to provide visibility to team and department performance.
Education and/or Experience
• Bachelor’s degree in business, accounting, or related field (preferred)
• Must have at least 2 years’ experience in management
• Must have at least 3 years’ experience in accounting related field
• Management experience as a business office manager in skilled nursing/long term care sought-after.
Knowledge and Skills
• Excellent writing skills
• Outstanding communication skills • Ability to work in a professional environment
• Ability to handle multiple tasks efficiently and effectively
• Proficient in office equipment operation including fax, copier, ten-key
• Typing 50 WPM
• Proficient in Microsoft Word, Excel (creating formulas and pivot tables), and Access