Benefits Navigator II

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Salary/Hourly Rate:

The Benefits Navigator helps disabled individuals apply for SSI and SSDI benefits using the SOAR model, offering support throughout the entire claims process. They assess eligibility, coordinate medical and mental health evaluations, develop and submit claims, and manage the process through to decision. Working closely with claimants, SSA, and DDS, they act as the primary liaison to ensure timely and accurate communication. Additionally, the Navigator connects individuals with essential services like Medicaid and Long-Term Care, while maintaining detailed records and writing medical summary reports.

Primary Duties  

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. These duties and responsibilities will be rated on the Annual Performance Review.

• Assist in SSI/SSDI benefit acquisition as appropriate utilizing SOAR model principles including screening review, application assistance including completion of all required forms needed on the claim, writing, and submitting medical summary report (MSR), representation on the claim when appropriate, and quality review of all applicable documentation and processes.
• Manage an ongoing caseload of initial and first reconsideration claims.
• Collaborate with paired DHS case management to connect participants to services and resource acquisition including but not limited to SNAP, TANF (Temporary Aid to Needy Families), Medicaid, Medicare, and Long-Term Care Medicaid or Aid to Needy Disabled (AND) or OAP (Old Age Pension) as appropriate.
• Request and maintain medical, physiological, school, work records in compliance with HIPPA and confidentiality statutes, regulations, and rules.
• Read medical, mental health, and educational records with attention to detail for tests and verbiage that are significant for Social Security Disability eligibility.

Additional Responsibilities

• Research medical, mental health, and educational records to write Medical Summary Reports (MSRs).
• Complete and obtain required forms and signatures for documentation.
• Communicate regularly with participants and assist with scheduling or attending appointments.
• Coordinate with SSA, DDS, and medical providers to support application processes and Consultative Exams.
• Engage with community partners to foster resource collaboration and service access.
• Maintain accurate records, document participant data, and submit monthly case reports.
• Support team members with navigation and case management across departments as needed.
• Stay informed on relevant programs, benefits, SOAR practices, and community resources.
• Ensure compassionate, culturally responsive engagement with participants and partners.
• Perform other responsibilities as assigned.

Qualifications: Education, Experience, and Certification(s)

• Proficient in administrative systems, databases, and technology to manage multiple deadlines effectively.

• Skilled in interpreting Social Security’s POMS and reviewing complex medical and mental health documentation.
• Strong communication abilities—written, verbal, and analytical—with sound grammar and reasoning.
• Experienced in working with individuals with disabilities and mental health needs using trauma-informed care.
• Exercises sound judgment and discretion in managing confidential and sensitive information.
• Highly organized, detail-oriented, and responsive under pressure.
• Advanced proficiency in Microsoft Office, especially SharePoint, Excel, Outlook, and Word.

Required Qualifications:

• High school diploma or GED and a minimum of two years of related experience in the human services field; bachelor’s degree preferred.
• Proof of SOAR certification (adult curriculum) required upon hire and proof of SOAR certification (child curriculum) required within 30 days of hire.
• A valid driver’s license and/or access to reliable transportation to perform work-related travel required.  Eligible drivers must have a good motor vehicle record (MVR).

Knowledge, Skills, and Abilities

• Ability to read, interpret, and synthesize documents such as federal regulations, medical and psychological records, and data reports to create a compelling case via a written summary report in support of a disability claim.
• Ability to write other detailed reports and professional correspondence.
• Ability to speak effectively with participants, community partners and federal and state stakeholders. Bilingual in Spanish, not required but preferred.
• Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area.
• Ability to develop a participant budget, calculate dates/times and track income changes. 
• Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
• Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.

Safety and Health Responsibilities

ServiceSource is committed to providing and maintaining a safe, secure and healthy work environment for all employees, persons-served, volunteers and visitors. As part of this commitment, ServiceSource has developed safety, security and occupational health policies, practices, guides and standards. With this understanding, all employees are required to:

• Adhere to all local, state and federal safety and environmental codes, ordinances, standards and laws.
• Adhere to all corporate and local safety plans, policies, practices and standards.
• Be aware of and follow all safety rules of your work site.
• Report any unsafe conditions or accidents to your supervisor.
• Practice standard precautions (formerly universal precautions) always.
• Participate in mandatory or available safety training.

Supervision Received

☐ Close Supervision: The incumbent is assigned duties according to specified procedure and receives detailed instructions. Work is checked frequently.

☒ Supervision: The incumbent performs a variety of routine work within established policies and procedures and receives detailed instructions on new projects and assignments.

☐ General Supervision: The incumbent normally receives little instruction on day-to-day work and receives general instructions on new assignments.

☐ Direction: This incumbent establishes methods and procedures for attaining specific goals and objectives and receives guidance in terms of broad goals. Only the final results of work are typically reviewed.

☐ General Direction: The incumbent exercises wide latitude in determining objectives and approaches to critical assignments.

              

Physical Demands                                                                                                                                                               

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is required to sit, talk, and hear. The employee will need to walk within an office setting. The employee may occasionally lift or move office products and supplies, up to 50 pounds. Specific vision abilities required by this job include close vision, distance vision, depth perception, and ability to adjust focus.

Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. While in the ServiceSource office setting, the work environment is usually quiet. While visiting employer worksites in the community, noise level and weather/temperature conditions may vary.

What We Offer – for Benefit Eligible Employees May Include:

Because ServiceSource hires the best people, we work hard to provide benefits that make their lives better, so we offer a comprehensive benefit program which features:

• Health coverage for you and your family through Medical, Dental, and Vision plans.

• Financial protection with 100% company paid Disability, Life, Accidental Death & Dismemberment insurance.

• A 403(b)-Retirement plan in which the company matches dollar for dollar on a generous percentage matching up to 3% of your contribution.

• Tax advantages through Flexible Spending and Health Savings accounts that allow you to pay for specific healthcare and dependent care expenses with pre-tax dollars.

• To help you manage your work and life needs, we offer an Employee Assistance Program, Wellness Program, and Tuition Assistance.

• A generous paid time-off program in which the benefits increase based on your tenure with the company.

We are an Equal Employment Opportunity Employer, making employment decisions without regard to a person’s race, color, religion, sex (including pregnancy, sexual orientation, gender identity and transgender status), national origin, age (40 or older), veteran status, disability, or any other protected class. We are an E-Verify Employer and a drug-free workplace. Pre-employment background checks are required for all employment positions.

PAY TRANSPARENCY POLICY STATEMENT:

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information