Client Benefits Coordinator at San Gabriel/Pomona Regional Center – Pomona, California

The Organization

San Gabriel/Pomona Regional Center (SG/PRC) is a private, nonprofit agency contracted with the California Department of Developmental Services (DDS) to provide services and supports to individuals with intellectual and developmental disabilities. We proudly serve 30 cities across the Foothill, Pomona, and El Monte Health Districts within Los Angeles County. Our services span the full lifespan—from infants and toddlers, school-age children, and transition-age youth to adults and aging adults. At SG/PRC, our work is guided by compassion, collaboration, integrity, and a shared commitment to making a meaningful difference in the lives of the individuals and families we serve.

Position Description

Under the direction of the Manager of Client Benefits Coordination (CBC), the primary responsibility of the Client Benefits Coordinator is to assess and secure client benefits for the individuals we serve.

Essential Job Functions

• Perform record keeping and monitoring functions on a computerized system to ensure accurate and up-to-date client information.
• Coordinate and secure client benefits such as Social Security, Railroad, Teachers Pensions, Long Term Care, and Medi-Cal.
• Report changes in the clients’ assets to appropriate agencies.
• Review and reconcile client’s trust accounts.
• Create and adjust reports and records.
• Account for and track clients’ income and expenditures to ensure proper management.
• File & scan documents to maintain organized and accessible records.
• Serve as liaison between service coordinators and client funding sources.
• Provide follow up and coordination of relevant client information with appropriate staff members.
• Respond to inquiries from vendors, service coordinators, and third-party entities regarding client benefits and payment issues.
• Drive to the Social Security Administration (SSA) Office in West Covina on a weekly basis and collaborate with our SSA representative.
• Perform additional duties that support department and organizational goals.

Employment Standards

• High School Diploma and at least two years of experience in a public benefits agency, or a community care or health facility or experience in general record keeping or accounting.
• Any combination of training and experience that could likely provide the desired knowledge and abilities will also be considered.

Knowledge and Abilities

• Ability to understand the relationships amongst accounting records and documents to reconcile differences within the system.
• Ability to interpret and apply governmental regulations and the Regional Center’s policies and procedures.
• Ability to respond to numerous phone calls daily with various agencies.
• Ability to operate office equipment such as a computer terminal and a 10 key calculator.
• Knowledge of word processing software (Microsoft Word).
• Ability to effectively communicate verbally and in writing.

Other Essential Requirements

Employees using a private vehicle for agency purposes must maintain a valid driver's license and minimum liability insurance coverage.

Physical Demands & Work Environment

• Primarily sedentary work performed in an office environment.
• Ability to sit for extended periods and operate a computer and standard office equipment.
• Clear verbal communication in person and by phone.
• Occasional standing, walking, bending, and reaching to access files and supplies.
• Occasional lifting, pushing, or pulling of items up to 25 pounds.
• Adequate visual acuity to read documents, use a computer monitor for prolonged periods, and review detailed information.
• Work occurs in a typical office setting with standard lighting, temperature, and moderate noise levels.
• Employees are expected to follow safe and ergonomic work practices.

Reasonable accommodation may be provided to enable individuals with disabilities to perform essential job functions.

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