Client Advocate

IKOR of Charlottesville

Job titleClient Advocate

Reports toManaging Director

Job purpose

Serve an integral role in helping IKOR clients achieve the highest level of wellbeing possible by advocating on behalf of client’s non-medical needs, functioning much like a surrogate family member. Tasks are varied and will touch on clients’ finances, insurances, housing, and happiness, among others.

Duties and responsibilities

• Maintain frequent and direct contact with clients to ensure both their basic and higher-level needs are met. These needs are diverse and can include appropriate housing and furnishings, sufficient insurance coverages, reliable care giving support, timely bill pay, satisfying social connections, and a well-informed circle of family and friends.
• Serve as primary scheduler of private and agency caregivers on behalf of clients. Liaison with agency staff, and coordinate with and onboard private caregivers.
• Complete insurance applications and claims’ forms and interface with providers to ensure appropriate coverages, as well as timely handling of client claims for long term care insurance, life and other personal lines, homeowners’ and renters’ insurance, and other risk management and insurance policies and tools.
• Use best efforts to secure any and all public programs which may supplement clients’ financial resources such as Medicare and Medicaid. Seek additional ways to lower client expenses associated with utilities and other living expenses, and, as appropriate, guide clients toward more prudent money management habits.
• Interface with a wide variety of local and national service providers to ensure clients’ comprehensive needs are met. These service providers may include attorneys, caregiving agencies, ALFs/SNFs and other senior communities; real estate agencies; appraisers and auctioneers; financial planners; general contractors, and others.
• Arrange the sale of assets (real estate, autos, valuables) as necessary to raise funding for a client’s care or to downsize following a transition to senior living.
• Maintain detailed and dispassionate case notes in CareTree, and carefully log client-related expenditures to ensure proper reimbursement to IKOR.
• Attend regular meetings of the IKOR staff for care planning, training and/or staff development.
• When necessary, provide court testimony or deposition addressing efforts and observations.

Qualifications

Valid driver’s license; college degree strongly preferred but will consider equivalent experience; familiarity with Microsoft Office Suite software; prior experience in financial, insurance, elder- care or social work industries; unimpeachable integrity and commitment to client privacy.

IKOR of Charlottesville
686 Berkmar Circle

Charlottesville, VA 22901

Job Type: Part-time

Pay: $33.00 - $37.00 per hour

Expected hours: 25 – 35 per week

Benefits:

• 401(k) matching
• Flexible schedule
• Health insurance
• Paid time off

Schedule:

• On call

Education:

• Bachelor's (Preferred)

Work Location: Hybrid remote in Charlottesville, VA 22901