Service Coordinator Assistant

Do you have a passion for empowering individuals with disabilities and diverse needs? Join PLAN of Massachusetts & Rhode Island as a Service Coordinator Assistant and use your skills to build life plans, connect people with vital public benefits, and help clients live life to the fullest. Reporting to the Service Coordinator Manager, the Service Coordinator Assistant provides administrative support to the Service Coordinator team in service of beneficiaries and their families.

• Respond to requests for information related to a beneficiary’s trust account in compliance with PLAN’s policies and procedures.
• Conduct outreach to beneficiaries and collateral contacts to obtain written benefit verification and legal representative documentation to ensure the complete compilation of benefits, and other required documentation, for each beneficiary.
• Assist Service Coordinators in contacting beneficiaries, and/or their representatives, in obtaining requested information related to disbursement requests; and/or providing updates regarding the status of a disbursement.
• Perform annual check-ins on all Future Funded accounts; update Lifecare plans, as needed; and maintain timely and accurate notes in Salesforce documenting each encounter with Future Funded accounts.
• Facilitate and manage online shopping and phone orders for beneficiaries.
• Assist Service Coordinator team in exploring resources and obtaining the most current information related to public benefits, such as Medicaid, disability benefits, affordable housing resources and food insecurity providers; manage resource file; and maintain service coordinator manual based on latest updates from regulatory agencies and support partners.
• Field calls from beneficiaries and families, as needed, to support the Service Coordinator team in addressing the immediate needs of beneficiaries.
• Under the direction of the Service Coordinator Supervisor, assist in the scheduling of service coordinator visits with beneficiaries, as needed.
• Assist with beneficiary referrals to service providers/agencies for needed services.
• Participate in Service Coordinator meetings and maintain minutes from meetings.
• Facilitate the mailing of routine letters, notifications, and forms, to participants on behalf of Service Coordinators.
• Function as liaison to Service Coordinators in communicating potential changes in scheduled visits/appointments with beneficiaries, as needed.
• Document all applicable Service Coordinator Assistant activity in Salesforce in a timely manner.
• Assist Service Coordinator team in ensuring the accuracy of beneficiary information in Salesforce.
• Assist Service Coordinator Supervisor in reviewing mileage reports.

• Dependable
• Excellent organizational skills, time management skills, and keen attention to detail
• Ability to work independently and interdependently with a variety of disciplines in a team setting
• Proficient computer skills, and ability to learn new programs and software including Microsoft Office Suite and Salesforce
• Must be flexible and adaptable to change
• Ability to self-direct and multi-task
• Excellent interpersonal skills; verbal and written communication skills; and customer service skills
• Must demonstrate solid judgment and ability to set boundaries
• Positive attitude; solution focused; and collaborative working style
• Demonstrate commitment to working with individuals with various levels of abilities in a compassionate and respectful manner
• Strong knowledge base of public benefits
• Experience working with individuals with disabilities is a plus as well as bilingual in written and oral communication.
• High School Diploma or GED required.
• Bachelor’s Degree preferred.

** Salary commensurate with experience **

Please note:
Visitation to our offices is by appointment only – please call or email us to make an appointment to visit in person

331 Waterman St., Suite 225W Providence, RI 02906

While our offices are located in Quincy, MA and Providence, RI, we provide special needs trust services to individuals located in or near Greater Boston, North Shore MA, South Shore MA, Central MA, Western MA, Cape Cod, Providence RI, Warwick RI, Newport RI, Cranston RI, and all other parts of Massachusetts and Rhode Island.