Case Manager

The primary goal of the Case Manager is to coordinate with all parties involved in Maryland Disability Benefits Advocacy Project’s customers’ to provide well‑structured and complete applications for Social Security Disability Benefits that will bring applications to fruition.

The principal responsibilities of Case Manager are centered on providing participants with support and expertise to build complete and accurate case files to supplement or begin their successful application process for SSI/Disability. Case Managers on the project act as a liaison between disabled customers and the Social Security Administration, advocating on customers’ behalf in an effort to obtain approval for Social Security Disability Benefits.

Daily functions include such activities as scheduling and conducting interviews to determine medical eligibility, coordinating receipt and delivery of medical and other pertinent records, and conducting follow up with customers, medical treating sources, Department of Social Services, and the Social Security Administration as needed to support the TCA, TDAP, and PAA (cash assistance) population of Maryland in obtaining much needed long‑term disability benefits that provide them with additional financial stability and support.

• Schedule and maintain a schedule of case screenings and follow‑up with various entities involved in the Social Security disability application process.
• Complete face to face and phone interviews to obtain necessary information for Social Security Disability case screenings and applications.
• Review the project and Social Security Disability process and documents with customers, setting expectations and encouraging ongoing communication.
• Review all provided documentation and screening details and provide accurate assessment of the customer’s eligibility for Social Security Disability Benefits.
• Obtain signatures on all necessary authorization and acknowledgement forms.
• Obtains thorough list of all treating sources to obtain any medical documentation not yet provided.
• Encourage customers participation in the active retrieval of all medical documentation from treating sources.
• Coordinate with customer, medical treatment sources, and the Social Security Administration’s Disability Determination Services to obtain and provide all applicable medical documentation.
• Enter all pertinent information into Project’s proprietary application including data entry and scanning/sorting of all case documents.
• Review all medical records received from treating sources to ensure accuracy of patients’ information (Name, SSN, etc.) and utilizes documentation to supplement or construct case files.
• Perform timely and regular follow up with Social Security Administration and Disability Determination Services analysts to confirm receipt of all pertinent case documents and medical records.
• In the event of denial by Social Security, contact claimants and obtain additional customer information to support the determination as to whether or not the case has sufficient merit for appeal.
• File all paperwork with Social Security in a timely manner that adheres to project’s contractual requirements, Social Security guidelines, and considers customer’s need for expeditious support.
• Recognize operational improvements and suggest and coordinate process changes with Supervisor.
• Support other staff with caseload as time allows.
• Recognize and discusses everyday workflow challenges, changes or extraordinary circumstances that have occurred with Supervisor.
• Maintain a clean, orderly workspace in compliance with all privacy regulations.
• Communicate via in‑person meetings, telephone conversations, and email with all project stakeholders in a compassionate and professional manner.
• Support management team, co‑workers, and customers with regular and predictable attendance.
• Provide additional support to Case Manager and MD Management team as Needed.
• Perform other duties as assigned by leadership.

• High school diploma or GED required;
  Associate's / Bachelor’s degree preferred.

• 3+ years of similar work experience in Case Management and/or Customer…