CASE MANAGEMENT SPECIALIST II

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Job Description

Job Description:

Under general supervision, determines initial and ongoing eligibility for federal and State of Ohio mandated programs, according to established criteria. May develop self-sufficiency contracts and assign clients to appropriate work activity. Utilizes interactive interview process through agency appointments, office, institutional and home visits, phone, and email. Enters information and data into Ohio Benefits System or other authorized computer system. Obtains and/or assists with obtaining necessary verification’s and documentation. Computes budgets. Completes spousal resource assessments. Prepares and processes support documentation. Monitors and maintains case files for multiple public assistance programs. Prepares correspondence and reports. Communicates with clients on an on-going basis. Provides quality customer services to clients. Performs other related duties as requested, assigned or directed.

Required Qualifications:
QUALIFICATIONS OR EQUIVALENT COMBINATIONS OF TRAINING AND/OR EXPERIENCE:

Completion of a Bachelor’s Degree in social or behavioral sciences or other related discipline, or equivalent combination of training and/or experience.

Work Environment:
The Work Environment characteristics described here are representative of those that an employee encounters while performing essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Work is performed in an office environment and employee will regularly be exposed to normal hazards associated with an office environment. The employee may experience a client’s anger and frustration, and close contact is possible in an unhealthy environment.

Physical Demands:
The physical demands described here are representative of those that an employee encounters while performing 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 position, the employee may be required to travel to and access the various assigned work sites, other offices and agencies, homes and institutions.
•Job is physically comfortable. Typically requires sitting, walking, standing, bending, keying, talking, hearing, seeing and repetitive motions; use hands to finger, handle, or feel.
•May occasionally be required to reach with hands and arms and climb or balance. The employee must regularly lift up to 10 pounds and occasionally lift and/or move up to 25 pounds.
•Specific vision abilities required by this job include close vision, distance vision, color vision and peripheral vision.

Licensing/Certification:
•Possession of valid driver’s license, if utilization of a motor vehicle to perform the essential functions is required.
•Must maintain current certifications, licenses.
•Meet and maintain eligibility requirements for bonding.

Additional Information:
In all functions of this position the Employee must maintain confidentiality of client data, information and records. Employees may not apply for vacancies of their own currently held job classification. Internal transfers will be subject to an updated background check.

Job Duties:

*Denotes essential functions of the job.

Client Functions

Utilizes interactive interview process with applicants, clients, family members, and/or representatives, and other related parties, through agency appointments, office, institutional and home visits, phone, and email to screen and determine client’s initial and on-going eligibility; *consults with social workers/case managers, medical providers and authorized representatives to determine eligibility and evaluate support needed; *advises applicants, clients, and/or representatives of available programs, services, and requirements and community resources and assists with and coordinates determination of level of need, eligibility, and provision of services; *explains client rights and responsibilities as well as pertinent state, federal, and agency programs, rules, regulations and procedures; *assists with completion of applications when requested; *processes all referrals relating to client’s case; *responds to and processes case changes that affect client’s assistance (on-going, walk-ins); *coordinates, monitors, and enforces client’s adherence to program guidelines; *assesses clients employability skills, experience, knowledge; assigns clients to appropriate work program activities; *refers clients to internal and external agencies and other applicable assistance programs as needed; authorizes expedited services; *notifies client of case worker’s name and contact number; *screens mail-in applications; *completes phone interviews when necessary to determine client need; *notifies clients of verification needed and obtains and/or assists with obtaining necessary documentation; to process application; *notifies clients of status changes (i.e. suspension, reduction, repayment, authorizations, termination); *reviews multiple assistance programs to determine continuing eligibility; *conducts and/or attends case conferences with involved parties to resolve concerns and facilitate effective and/or improved service delivery; *processes and records changes affecting client eligibility status; participates in County conference appeal hearings by obtaining testimony and evidence from agency representative and appellant; may attend state hearings as agency representative; testifies before the State Hearing Officer and submits support documentation; *reviews hearing cases to determine appropriate action was taken in compliance with mandates; *enters and updates information and data into Ohio Benefits System; computes budgets; completes spousal resource assessments; *reviews Ohio Benefits System determinations for accuracy; processes alerts generated by Ohio Benefits System.

Workforce Development Functions

Assists clients in developing employability plans; *assigns clients to appropriate work program activities; *reviews work program assignments with clients to ensure compliance; *assesses clients upon completion of each work activity; *establishes “good cause’ for non-participation; *coordinates and assists with monitoring clients adherence to work program guidelines; *conducts OWF/FS informational sessions; *works with FWD staff in assigning clients to appropriate activities; *reviews failed and actual hours of participation to establish good cause and identify barriers to participation; *interviews and assesses clients to determine employment barriers, qualifications for job leads, and eligibility for work activity assignments; calculates participation hours; *develops self-sufficiency contracts and employability plans; *assigns clients to appropriate work activity; *reviews and monitors work program participation to assess compliance with program policies and guidelines and eligibility requirements; *reviews failed and actual hours of participation discrepancies; *processes non-compliance with assessments and work activity assignments using sanction and penalties; *monitors, evaluates, and responds to ODJFS reports to ensure compliance with Deficit Reduction Act (DRA) requirements.

Communication Functions

Develops and maintains effective working relationships with agency staff, clients, community agencies, medical providers, governmental agencies, and service providers to facilitate efficient and cost effective service delivery; *receives, responds to, and resolves inquiries, complaints, and/or problems generated from clients, medical providers, authorized representatives, program staff, Children Services, and all related parties; *facilitates the provision of services to a target population; *communicates client information to other departments within the agency; *works with internal and external sources in determining and documenting client barriers and eligibility for service; communicates with community representatives and service providers to resolve questions and/or concerns; *acts as liaison between client and service provider to resolve problems and concerns; *organizes, makes presentations, and/or participates in meetings and training’s with social service agencies and treatment centers to explain program criteria and mandates, and service delivery.

Documentation Functions

Prepares, completes, updates, and maintains current, accurate, and well organized case records (manual or through computerized systems) with complete documentation on client eligibility as well as communication with clients and referral agencies and other pertinent information; enters data into a computerized system; *processes and records changes affecting client eligibility status; *assists clients with obtaining information through available sources and enters into computerized systems; *monitors, coordinates program and service delivery, program and procedural compliance (i.e. requests and reviews medical plan of care and treatment to assess appropriate level of care; *works with internal and external sources in determining and documenting client barriers and eligibility for service; *prepares and maintains reports; *uses state generated reports and Ohio Benefits System to review client’s work program participation; *prepares summaries of case histories as requested; prepares reports, documentation, and correspondence; receives and responds to inquiries in both oral and written form; processes changes and corrections; operates personal computer to enter and retrieve data; authorizes, initiates, and terminates vendor payments as directed; *processes vouchers for payment; categorizes, indexes and scans case documents; prepares notification letters of approval, denial, reduction/suspension, or termination of benefits and all other documentation required; reads, interprets, and applies pertinent program provisions, long-term care rules and regulations, transmittal letters, Ohio Benefits System procedural information and related updates.

Status Change Functions

Processes Ohio Benefits System data output as it may affect the client’s program status; *updates and corrects case information as needed; *reviews Ohio Benefits System determinations for accuracy; *releases Spend Down cards; *sanctions and denies clients for non-compliance with Child Support Enforcement Agency (CSEA,) work programs or job quits; *complies and reinstates benefits on sanctioned clients.

Outreach Functions

Receives and evaluates information and requests from medical and service providers; *prepares and processes documentation to meet inquiries from medical and service providers; *coordinates with medical and service providers the assistance needs of the client; *researches assistance resources and recruits service providers; *develops and maintains communications and working relationship with agencies to assist in addressing client needs and to facilitate efficient and cost effective service delivery.

Institutional Medical Functions

Monitors and coordinates program and service delivery, and program and procedural compliance (i.e. requests and reviews medical plan of care and treatment to assess appropriate level of care; records and adjusts hospital leave days and Medicare days as appropriate; corrects discrepancies and processes changes; reviews waiver services within private homes, group homes, independent living and private and/or state certified facilities to assess compliance with program policies and guidelines and eligibility requirements); *reviews homestead and improper transfers; *completes Resource Assessments, RSS grants, 30 Day Institutional; *computes patient liability, minimum income allowance, restricted Medicaid for look back assessment; *acts as liaison with Area Agency on Aging, Summit County DD Board, nursing homes, Summit County Children Services, and ODJFS; correspondence with intermediaries, general public, attorneys, health insurance companies, banks, service providers, hospitals, nursing homes, officials, court systems, brokers, mortgage lenders, guardians and power of attorneys to determine program eligibility and on-going assistance; review and calculation of stock and bond values, trusts, portfolio accounts, mutual funds, IRA’s, promissory notes, bank accounts, burial and cemetery contracts, treatment of rental property (etc.); process and perform efficiently IEVS and SETS information.

Complaints and Investigation Functions

Receives and responds to complaints; *refers cases of over-issuance or suspected fraud to the appropriate investigative unit; *processes referrals to investigative units; *prepares summaries of case histories as requested; *attends and participates in hearings as directed.

Other Functions

Provides quality customer service by assisting clients, agency staff, community agencies, medical providers, governmental agencies, and service providers in resolving inquiries, complaints, or problems; *presents self in a professional, ethical and culturally sensitive manner to co-workers, staff, other agency personnel, clients, partners, and the public; *adheres to all policies and procedures (e.g. division, agency, county, federal and state); *attends meetings, conferences, workshops, seminars and training to remain current and knowledgeable on agency, provider, and program rules, policies, regulations, procedures and to receive information on available resources and requirements as directed; *examines professional and technical publications to remain current on mandates, issues, techniques, and procedures; *demonstrates regular and predictable attendance.

Work Location:
1180 South Main Street
Akron, Ohio 44301

Work Hours:
Monday – Friday, 8:00 am to 4:30 pm.
Some evening and weekend hours may be required.

Pre-employment Screenings Required:
FBI & BCI
Driving Record Check
Drug & Alcohol Screening
Knowledge Assessment

Code : 20261600-3

Type : INTERNAL & EXTERNAL

Group : JFS 2696 B

Job Family : SOCIAL SERVICES

Posting Start : 04/30/2026

Posting End : 12/31/2026

Details : Click for Benefits Info

HOURLY RATE RANGE: $24.40-$24.40