Reports To: Masonic Outreach Services Program Director
This position description is meant only to summarize the position and is not comprehensive.
Washington Masonic Charities is an independent 501 (c) 3 nonprofit corporation that works closely with the Most Worshipful Grand Lodge of Washington, Free & Accepted Masons. Washington Masonic Charities provides outreach services, youth safety and education programs, scholarships and general charitable support. Washington Masonic Charities hosts the Washington Masonic Library and Museum. WA Masonic Charities mission is to invest in youth and education, provide comfort and support for seniors and those in need, and to preserve and share the Masonic heritage of Washington State.
Summary of Position Responsibilities
The Case Manager is responsible for providing direct service and case management for seniors and people with functional and access needs by collaborating to identify and plan for independent living, income stabilization, or skilled care needs. This includes meeting with individual clients/prospective clients and their families/personal representatives, providing information & referral, drafting plans, assisting with completion of forms and applications and periodically following up in-person and by telephone with the client and/or family/personal representative. The case manager is expected to coordinate a variety of community resources to assist in meeting the client’s short and long-term needs.
The Case Manager, under the supervision of the program director, is responsible for maintaining a portfolio of community and regional relationships intended to provide program information, recruit new clients, and serve existing clients. These relationship portfolios include Lodges, Valleys and Chapters of Masonic appendant and concordant bodies, area agencies on aging and disability, and community based service providers. The case manager is expected to conduct periodic face to face meetings, group presentations, and staff information tables and booths.
Client Services & Support Duties
Conduct new client screening, intake, and needs assessment, either in face to face in person, on the telephone, or virtually, using paper forms, electronic forms, telephone communication, electronic communication, with clients, client families and/or personal representatives. Requires the ability to effectively and efficiently utilize writing implements, computers, and telephonic equipment.
Provide prospective clients, clients, client families, and/or client personal representatives with an excellent customer experience, exhibiting warmth, friendliness, knowledge, compassion, dignity and respect.
Collaborate with clients, client families and/or client personal representatives to develop, prepare, and implement written service plans for clients.
Advocate for clients with outside agencies, including governmental agencies, private providers, and third party payers.
Visit clients, client families, and/or client personal representatives in person, which requires the ability to utilize and operate a personal or company issued vehicle for the purpose of traveling to meetings, monitoring case management plans, or for other purposes as assigned.
Maintain confidentiality of all client information at all time.
Community Education Outreach Duties
Represent Washington Masonic Charities publicly at all times with a high standard of knowledge, skill, professionalism, ethics, and friendliness.
Organize, schedule, coordinate, and host meetings, talks, presentations, workshops, trainings, and information booths in the areas and regions assigned by supervisor to advance the mission of WA Masonic Charities and the purpose of the Masonic Outreach Service Program.
Conduct in person face to face, telephone, and virtual meetings, presentations and talks, with small and large groups of people as assigned.
Participate in information booths, fairs and community engagement activities as assigned.
Participate in community group, networking, and senior services provider meetings as assigned.
Maintain a relationship portfolio, which includes assigned Lodges, Valleys and Chapters of Masonic appendant and concordant bodies, area agencies on aging and disability, and community based senior service providers. Maintaining relationships includes cultivating positive relationships with organizational leaders, creating tailored relationship plans and actions, and completing contact report records on a regular basis.
Utilize computers, tablets, smart telephones, the Internet, software, keyboards, mice and other input devices independently to:
Update and maintain information & referral resource databases and records.
Maintain detailed electronic documentation of client records including within cloud or other file server and database.
Perform basic clerical functions, such as preparation of correspondence, e-mail, calendars, tasks, notes, newsletters, etc.
Use the Internet, search engines and other electronic resources to obtain information necessary to conduct client, outreach, or ordinary business work.
Be able to independently use pens, pencils, paper, computers and associated software.
Devise, prepare, and issue plans, narratives, reports according to deadlines and assignments, with minimal supervision.
Meet or exceed all deadlines with high quality of performance.
Actively participate in and contribute to organization all-staff meetings and retreats, department meetings, and other meetings as assigned.
Contribute to an atmosphere of warmth, personal interest, and positive emphasis, as well as a calm environment throughout the organization and in the community.
Develop and maintain positive relationships with clients, their families, partner agencies, and staff.
Receive direction and comply with instructions from supervisor.
Engage in extensive travel throughout the State of Washington or in an assigned area or region, between 50 and 75% of the time. This travel will require long periods of sitting and operating a motor vehicle.
Engage in extensive face to face interaction with clients, community members, collaborating agency employees for the purpose of assessment, evaluation, planning, monitoring and direct support.
Extensive organizing, coordinating, hosting, and leading community education outreach activities on senior/aging related topics and in areas or regions as assigned.
Extensive operation of office computer, laptop, and mobile technologies for the logging of client data, preparation of correspondence, and provision of education outreach activities such as Power Point type presentations, webinars, and teleconferences. This includes the operation and occasional troubleshooting of both hardware and software and related issues.
Preparation of reports, correspondence, and other business or client documents with a high level of accuracy, minimal errors, and proper grammar and usage of the English language.
Occasional requirement to provide education outreach activities in the evening or early morning, which will necessitate overnight stays in some areas of the assigned region.
Adhere to the policies and procedures of the organization at all times.
Provision of excellent customer service for clients, stakeholders and community members using a positive attitude and friendly demeanor.
Problem solving and addressing concerns directly with the supervisor using verbal and written communication when challenges, issues, or concerns about the work, the position, or the organization arise.
Other Duties as Assigned
The Case Manager is expected to perform other duties as assigned. This may include the performance of work during evenings, weekends, and holidays.
Skills & Knowledge Required
Demonstrated academic training, knowledge and experience with human services, social work, senior and veteran information & referral, case management, advocacy and resource-related issues.
Must be knowledgeable and skilled in case management processes including assessment and service plan development and implementation.
Must be knowledgeable and skilled in using information & referral systems.
Must be able to give verbal presentations to small and large groups.
Must be able to operate laptop computers, presentation software, and computer projection systems.
Must be able to practice attention to detail and effective self-direction to meet program goals and accomplish the essential functions of this position with high quality.
Must have demonstrated skill in the use of PC computers, including use of the internet, search engines, email, electronic calendars, tasks, notes, word processing, spreadsheet creation and analysis, database use and report writing.
Must be able to read and write in the English language at least a Bachelor’s degree or equivalent level.
Must be skilled in and experienced with providing written reports, narratives, and information using the English language.
Must be able to operate and troubleshoot standard office equipment including computers, copy/fax/scan machines and postage meters.
Must have excellent interpersonal skills.
A masters’ degree in social work, human services, health, or related field preferred, plus a minimum of 3-5 years practical experience in the field of older adult services or geriatric care management. A bachelors’ degree or equivalent professional degree and significant geriatric care and case management experience in the field may be substituted (ten or more years).
This position is subject to Washington State Patrol Background Check and/or other background checks on an annual basis. Individuals who have been arrested for or convicted of crimes against children, seniors, or other vulnerable populations are not eligible for employment and will be dismissed if an arrest or crime of this nature occurs once employed.
Washington Masonic Charities is an independent 501 (c) 3 nonprofit corporation that works closely with the Most Worshipful Grand Lodge of Washington, Free & Accepted Masons. Washington Masonic Charities provides outreach services, youth safety and education programs, scholarships and general charitable support. Washington Masonic Charities hosts the Washington Masonic Library and Museum. WA Ma...sonic Charities mission is to invest in youth and education, provide comfort and support for seniors and those in need, and to preserve and share the Masonic heritage of Washington State.