Social Security Disability Benefits Expert

Job Description 

Title:  Social Security Disability Benefits Expert

Location: Remote (with a little travel)

Employment Type: Full Time 

Reports To: Director of Expert Services 

Position Overview:
The Disability Benefits Expert is responsible for conducting comprehensive consultations with employees referred by our client partners, assessing eligibility for Supplemental Security Income (SSI), related Medicaid pathways, and other applicable federal/state benefits. This role requires a deep understanding of SSI program rules, disability determination criteria, deeming rules, income exclusions, 1634 and 209(b) state differences, and interactions with employer health plans. The ideal candidate is analytical, empathetic, and able to translate technical rules into clear guidance. 

Key Responsibilities: 

• Provide one-on-one consultations to assess SSI eligibility.
• Evaluate household composition, countable income, resource levels, deeming, and state-specific variations.
• Explain SSI application steps, documentation requirements, and pathways, including CAL, TERI, Presumptive Disability, Disabled Adult Child, and 1619(b).
• Manage cases from creation to closure with accurate documentation.
• Maintain expert-level knowledge of SSI regulations, Medicaid eligibility rules, POMS guidance, and SSA processes.
• Meet or exceed FEDlogic QA quality standards and participate in internal improvement initiatives.
• Any other duties as assigned by leadership. 

Required Qualifications:

• Minimum 10+ years of adjudication experience with Social Security Administration (SSA), specifically involving SSI, disability evaluation or Medicaid-related determinations.   
• Strong working knowledge of POMS related to:
• • SSI income, resources deeming and disability evaluation 
  • Social Security (Retirement, Disability and SSI)
  • Medicare
• Strong analytical and documentation skills and be detail oriented. 
• Strong writing, communication, and stakeholder engagement skills. 
• Experience working in a fast-paced, service-oriented environment.
• Prolonged sitting and computer work. 
• Must be able to handle confidential sensitive medical information. 
• Proficiency with Customer Relationship Management systems (i.e. Salesforce and Tableau), workforce management tools, Google Workplace, Slack and minimal usage of Microsoft Office Suite.

Preferred Qualifications:

• Experience providing benefits counseling, healthcare, eligibility analysis, advocacy or case management. 
• Experience working with vulnerable populations or individuals navigating serious health or financial challenges. 
• Bilingual (English/Spanish) skills are helpful. 
• Experience coordinating employer-sponsored benefits with federal and state programs. 

• Preferred candidates will have great customer service skills and the ability to provide 5 star service. 

What we Offer:

• Flexible remote work environment 
• Paid Time Off (PTO) plus all federal holidays off 
• Comprehensive benefits package with health, dental, vision insurance group term life, short term disability, long term disability and voluntary life plans. Numerous supplemental plans to assist employees. 
• Paid maternity, paternity and adoption leave benefits. 
• Cancer Experts Now - supplemental plan 
• 401(k) retirement plan with matching contributions.
• Supportive and collaborative work environment.
• Opportunity to be part of a rapidly growing company dedicated to making a difference in the lives of families.

Travel:

• Up to 10% travel per year for client meetings and company engagements, both local and occasional out-of-town. 

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veterans status, or any other characteristic protected by law.

A consumer report and/or investigative consumer report may be obtained for employment purposes in connection with your application for employment.