Position Title: Special Needs Coordinator
Reports to: National Special Needs Coordinator
Department: Protected Tomorrows, Simplicity Wealth
Location: Lincolnshire Office / In Office
Classification: Full-Time / Exempt
Summary / Job Objective: Protected Tomorrows, a Simplicity Commitment, is adding to our Special Needs service team. We are seeking an individual who is a disciplined, methodical, highly motivated learner, who consistently performs at a high level under variable workloads. You must have a passion for making a positive impact on clientsโ lives. We are growing quickly, so flexibility and nimbleness are crucial. The candidate will assist our special needs planning team in serving the needs of our clients, requiring strong verbal and written communication skills, as well as providing various administrative functions.
Primary Responsibilities:
ยท Conduct internet-based research on viable locale-based programs for clients
ยท Writing reports on research; occasional verbal delivery of reports
ยท Coordinate calendars for team members
ยท Ensure CRM system is updated and accurate
ยท Phone support for team members
ยท Assist with coordination of office projects
Qualifications:
ยท Background in serving and/or personal ties to the disability community
ยท Experience using a CRM
ยท Existing knowledge of the following Government Benefit Programs and how to navigate the systems:
- Social Security- SSI, SSDI, RSDI, DAC
- Medicaid - Healthcare, SNAP, Cash Benefits, HBWD, Medicare buy-in, Spenddown
- Medicaid Waiver's - Home and Community Based Services & CILA
- Medicare
- Affordable Care Act Policies
- Benefit Access Program (Department of Human Services (DRS, DHS, Department on Aging))
ยท Basic knowledge of Special Needs Trusts, ABLE accounts and other tools used in this community
ยท Proficient in Microsoft office, Adobe, Google Platform and operating systems
Competencies:
ยท Excellent people skills
ยท Strong customer service background; proper etiquette, empathetic approach
ยท Exceptional organizational skills and follow-up tendencies
ยท Ability to take direction, constructive criticism and positive feedback
ยท Willingness to work as part of a team and learn as you go
ยท Thrives in a fast paced and ever-changing line of work - each day is different
Compensation (based on experience)
ยท Annual base salary: $50,000 - $60,000 (exempt)
ยท Annual performance bonus target: 5%
Benefits
ยท Employee benefits (medical, dental, vision, life insurance, other)
ยท 401k with employer match
ยท Paid Time Off
ยท Free parking
Location: 103 Schelter Road, Lincolnshire IL (This role is an in-office position, M-F)
Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (โSimplicity Groupโ) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.
Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,200 employees and 90 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the companyโs day-to-day business.
For more information, please visit simplicitygroup.com.