Navigator II

Position Description – Benefits Navigator II, Benefits in Action

Benefits in Action is a nonprofit organization dedicated to supporting our diverse community with a focus on the elderly and underserved, to improve their understanding, access, and utilization of food- and health-related benefits to enhance food security, health, and well-being. In 2023, Benefits in Action provided services to more than 14,000 individuals by assisting them with Medicaid, Medicare, Connect for Health, SNAP, food delivery, and issues related to social isolation.

Volunteers are an integral part of our organization.

About the role:

The Benefits Navigator II will connect with consumers from the larger community in the Benefits in Action office, at a satellite location, virtually, or via community representation and presentations. The objective will be to provide direct service to those clients in need of navigation, education, and/or application assistance. The Benefits Navigator II will provide education, opportunities, and assistance to individuals in need of navigating SNAP, MAGI Medicaid, LiHeap, RTD LiVE, cash assistance, CCCAP, Medicare Savings Programs recertification, or other community/government programs.

Reports to the Manager of Adults and Families or their designee.

Key Responsibilities:

Counseling/Direct Service Provision (75%)

● Assess under and uninsured consumers and families for health care coverage, community, and assistance benefits. This may include navigating SNAP, MAGI Medicaid, LiHEAP, RTD LiVE, cash assistance, CCCAP. or other programs.

● Receive referrals from community agencies (contracted and associated)

● Initiate contacts with consumer/family/representative to assess necessary assistance and prioritization of needs through events (tabling and presentation)

● Conduct interviews with clients to determine the level of benefit literacy and utilization and track results.

● Assist clients with completing benefits applications in the appropriate system with as much complete and accurate information as is possible and necessary to apply for benefits.

● Meet with clients as scheduled; must be on-time to appointments and prepared to assist with the appropriate benefit applications.

● Attend appointments at other agencies with/or to represent consumers as appropriate.

● Documentation according to policies and procedures, and in the consumer’s file in our database

● Obtain release of information, completion of application, necessary Department of Human Service forms; explain health insurance benefits and other benefits processes, and follow-up needs.

● Complete clear action plans, prioritization of caseload to move each case to closure.

● Serve as a liaison between consumers and families, Benefits in Action staff, and other community organizations as necessary.

● Participate in regular exchanges of information and presentations of Benefit in Action team members and community agencies when appropriate.

● Training of new Benefit Navigators – staff and volunteers

● Attend all required Staff meetings.

● This position is metric driven, and navigator will be held accountable for the following metrics to be jointly decided by employee and supervisor at least twice each year:

○ Productivity as measured by number of appointments, number of applications, and number of client successes.

○ Efficiency as measured by length of time to complete phone calls and applications (based on application type)

○ Customer satisfaction survey results

○ Supervisor evaluation

○ Regular completion of dashboard and any reports and updates requested by Supervisor.

Outreach (15%)

● Attend trainings and meetings as appropriate for assigned content area.

● Attend appointments at other agencies with/or to represent consumers as appropriate.

● Join and attend appropriate community education to increase knowledge of Benefits in Action services.

● Work with community organizations to develop ongoing relationships, collaborations, and partnerships, focusing on key decision makers at target organizations.

● Attend community events and deliver presentations about Benefits in Action’s services and specific benefits.

● Develop and track potential and ongoing community…