Client Benefits Specialist

Samaritan Daytop Village provides life-changing services in mental health, addiction recovery, housing, and more to help individuals and families across New York rebuild their lives. The Client Benefits Specialist helps new clients get the services and benefits they need while ensuring the agency can bill correctly and on time, requiring strong communication and attention to detail.

Responsibilities

• Conduct interviews and assessments with every newly admitted client within the first 1–2 days, approximately 20–30 new clients monthly
• Gather client information to determine eligibility for benefits and estimated length of stay
• Maintain organized records of client interviews, assessments, and benefit status
• Ensure timely and accurate documentation of assessments, services, and benefits in agency systems, including our EHR, Avatar
• Follow up on required paperwork to support benefit applications and re‑certifications
• Clearly communicate with and coordinate with federal, state and city agencies and community partners to help clients financially access entitled benefits
• Work closely with Directors and Case Managers to monitor clients’ financial needs and ensure services are aligned with available benefits
• Manage a caseload and provide ongoing support to clients regarding their benefits
• Prioritize accuracy and timeliness to ensure the agency can bill correctly and continue providing quality care

Skills

• High School diploma or GED required
• Strong oral and written communication skills
• Detail oriented with accurate data entry and documentation skills to support billing and compliance
• Empathy and care in working with diverse clients experiencing substance use disorders and mental health challenges
• Ability to work under pressure with high accountability for timely processing of benefits
• Strong time management and organizational skills to manage caseloads and track multiple deadlines
• Basic computer skills with the ability to use the Microsoft Suite and software for documentation such as EHR systems (e.g., Avatar)
• Associate's or Bachelor's degree preferred
• Familiarity with federal and state programs such as Medicare, Medicaid, Social Security, and public assistance programs, preferred
• Experience with case management or client intake preferred

Benefits

• Medical, dental, and vision insurance
• 25 days of paid time off
• Access to a retirement account with an employer to match
• Tuition reimbursement

Company Overview