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Centers for Independence Operations Liaison - Fiscal Services in Milwaukee, Wisconsin

Education Level High School Diploma, HSED or GED

Travel Percentage Up to 25%

Category Nonprofit - Social Services

Description

Job Purpose: The Operations Liaison will serve all functions of Fiscal Services operations, providing optimal service to Rep Payee clients, Self-directed program participants, caregivers, and Case Management agencies, Vendors, and the Department of Health Services staff. The Operations Liaison will support customers by phone, chat, and email to provide service-related information, resolve emerging problems and answer customer questions accurately and efficiently.

Essential Job Functions:

  • Manage daily operations of fiscal agent and rep payee/money management lines of business, ensuring all program participants receive services according to contractual SLAs.

  • Process Payroll for multiple state and county programs. Provide direct communication with key stakeholders, including but not limited to Rep Payee clients, Self-directed program participants, Social Security Administration, Managed Care Organizations, and Department of Health Services staff.

  • Submit and verify bank files for multiple programs including rep payee contracts, family care,and children’s programs.

  • Assist operations supervisor with billing of services including correcting claims and reporting on trends in denials.

  • Provide exemplary customer service, identifying trends in customer concerns and escalate to department leadership.

  • Create and maintain documentation of customer experience in several web-based systems.

  • Interpret and communicate complicated program, payroll, tax and budgetary information to customers in an easy-to-understand way.

  • Provide backup support for all iLIFE departments, including assistance with onboarding, 4 year background checks, year-end processing, and payroll/claims duties.

  • Process authorizations by entering authorization information timely and accurately based on each client’s approved plan.

  • Effectively manage escalations within the department by ensuring appropriate accountability, sense of urgency, communication and follow through to acceptable resolution.

  • Executes exemplary customer service to key stakeholders to ensure compliance with state and regulatory requirements.

  • other duties as assigned

Qualifications

Required Education, Experience, Certifications, Licensure and Credentials (Where appropriate, education and/or experience may be substituted.):

Associate’s degree or equivalent experience in business, accounting, social work, or closely related field.

Minimum Required Education: Associate’s degree or equivalent experience in business, accounting, social work, or closely related field.

Minimum Required Experience : Minimum of 2-4 years’ experience working in long-term care, representative payee services, or related industry.

Required License/Certification/Registration : n/a

Issued By Governing Body: n/a

Travel Type: up to 25%

Required Auto Insurance and Driver’s License : valid driver license

Knowledge – Skills – Abilities:

• Experience in representative payee services or closely related field.

• Experience working with adults with disabilities

• Comfortable with face-to-face conversations with staff, program participants and caregivers

• Ability to work effectively and cooperatively as a member of the team, as well as work independently, in order to meet goals and objectives

• Ability to connect, motivate, and communicate programmatic information to a wide variety of stakeholders, including staff, clients, and the public.

• Excellent organization and communication skills

Physical Requirements, Visual Acuity, and Work Conditions:

Physical Requirements: Exerting up to 10 pounds of force occasionally and/or a negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body. Sedentary work involves sitting most of the time.

Visual Acuity: The worker is required to have close visual acuity to perform an activity such as: preparing and analyzing data and figures; transcribing; viewing a computer terminal.

Working Conditions: None. The worker is not substantially exposed to adverse environmental conditions.

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