Referral Specialist

About the Company:

AssuranceSD is a mission-driven organization providing administrative services that enable individuals to take ownership over their personal care services, ensuring that they receive quality and comprehensive care with minimal disruption. Our mission is to help strengthen communities by enabling individuals to elect and manage their own care programs, including how, when, where, and who delivers these services.  This helps care, recipients, retain their dignity during what are often challenging times and ensures they receive the most appropriate services for their specific situation. Through facilitating self-directed home and community-based services, AssuranceSD improves the standard of home care available to aging seniors and individuals with disabilities.

General Responsibilities:

The LKiChoice/Lori Knapp Richland Inc. Fiscal Enrollment Specialist is responsible for coordinating in-person referral meetings and paperwork completion to ensure that referrals are handled efficiently and in a timely manner for proper setup.

AssuranceSD Benefit Package Includes: 

• Competitive Pay
• Flexible Schedule
• Independent Contractor

Essential Duties and Responsibilities:

• Communicate with Care Managers, MCO’s and funding agencies
• Be the liaison between the corporate office and your region
• Provide excellent customer service through quick follow-up and resolution to concerns and questions
• Familiarity with the Fiscal Agent program processes and procedures
• Upon receipt of a referrals
• Contact members and hired workers to arrange an in-person enrollment meeting.
• Assist members and hired workers in completing all required Fiscal Agent paperwork.
• Work with Account Managers to get completed paperwork sent in for timely set up
• Assist members with newly hired-workers
• Provide fiscal agent assistance to members, hired workers, and all fiscal Agent staff as necessary
• Other duties as needed to maintain a high-quality program

Who You Are:

• Excellent communication skills via telephone, email, and in-person
• General math, clerical, data entry, and customer service.
• Strong data entry and process skills.
• Excellent interpersonal skills; self-driven, motivated, and results-oriented.
• Computer skills using Microsoft Windows, Word, and Excel
• Valid Drivers License
• Willingness to travel and have reliable transportation
• A high degree of professionalism and confidentiality regarding all aspects of the position and its responsibilities
• Ability to juggle and prioritize multiple, often competing, priorities in a fast-paced environment
• Client-first mentality with the ability to interact with internal and external clients at all levels.

Equal Employer Opportunity Statement: We are an equal opportunity workplace, committed to equal employment opportunity regardless of race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, genetic information, veteran status, gender identity or expression, sexual orientation, or any other characteristic protected by applicable federal, state or local law. We are committed to diversity, equity and inclusion, both in our hiring practices and in our experiences as a AssuranceSD employee. We strive to create a mindful and respectful environment where everyone can bring their authentic self to work, and experience a culture that is free of harassment, racism, and discrimination.

Disclaimer: This job description indicates the general work necessary to adequately execute core job responsibilities. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job.