This position description is meant only to summarize the position and is not comprehensive.
Background
Washington Masonic Services (WAMS) is an independent 501(c)3 nonprofit corporation that works closely with the Masonic Grand Lodge of Washington. Our mission is: Washington Masonic Services strengthens communities by helping seniors age with dignity and providing support for neighbors facing crises; investing in students to boost their potential to succeed; and honoring the rich legacy of Masonry in Washington. This mission is achieved through statewide programs and services, primarily for older adults, also including education scholarships as well as the operation of the Masonic Library & Museum.
This position will be part of a team of talented staff who partner with a dedicated 12-member Board of Trustees, Advisory Committee members, and other volunteers. We strive to strengthen the personal leadership of each other and those we serve across Washington, expanding each individual’s hope, agency, and dignity. Employees work both in-person and remotely throughout Washington state.
Summary of Position Responsibilities
The Case Manager position primary responsibilities are: Helping older adults lead meaningful and dignified lives by supporting their efforts and goals to remain independent at home, or at home with volunteer or in-home care. The Case Manager works directly with older adults and their families facilitating their access to needed benefits and services. Activities include new consumer onboarding in our client database software, needs assessment, stabilization, developing and implementing a personalized care plan, arranging for and coordinating appropriate support, ongoing check-ins, advocacy, and evaluation. Assisting community members to address critical life needs that cannot be met through other resources. The Case Manager will also interact and engage with Masonic Lodges, Masonic affiliated groups, and community resources.
The individual in this position plays a key role in three ways.
- Providing services to individuals in need.
- Building and growing relationships with Masonic and community partners for the purpose of bringing support and charitable relief to the individuals we serve.
- Expanding reach and impact statewide.
The Masonic Outreach Services Case Managers provide services in the following areas:
- Information & Referral – Help callers connect with community resources.
- Charitable Relief – Coordinate community and Masonic resources to help people meet their basic needs for food, clothing, shelter, utilities, communication, medicines, and transportation.
- Independent Living for Seniors
- Long-term Care – Care planning, coordination and management of transitions from independent living to long term care.
CLIENT SERVICES & SUPPORT DUTIES
- Provide prospective clients, clients, client families, and/or client personal representatives with an excellent customer experience, exhibiting warmth, friendliness, knowledge, compassion, dignity and respect.
- Conduct new consumer onboarding over the phone, develop a personalized care plan, and conduct check-ins to monitor care.
- Collaborate with clients, client families and/or client personal representatives to develop, prepare, and implement care plans for clients.
- Assist in connecting clients with service providers and in applying for benefits and to obtain resources.
- Advocate for clients with outside agencies, including governmental agencies, private providers, and third-party payers.
- Reassess clients’ needs through home visits and visits with client families, and/or client personal representatives.
- Maintain confidentiality of all client information at all time.
COMMUNITY EDUCATION OUTREACH DUTIES
- Represent Washington Masonic Services publicly at all times with a high standard of knowledge, skill, professionalism, ethics, and friendliness.
- Provide occasional information talks and presentations as requested.
ADMINISTRATIVE DUTIES
- 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.
- Perform basic clerical functions, such as preparation of correspondence, e-mail, calendars, tasks, notes, newsletters, etc.
- Record and track accurately all client interaction and support as it occurs.
- 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.
- Fully complete all organization forms per policy and guidelines used to conduct business. These forms include, but are not limited to timesheets, purchase authorization request forms, mileage forms, etc.
- Meet or exceed all deadlines with high quality of performance.
TEAM DUTIES
- 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.
ESSENTIAL FUNCTIONS
- Receive direction and comply with instructions from supervisor.
- Be able to travel within assigned region. This travel will require long periods of sitting and operating a motor vehicle. Occasional overnight travel will be required for meetings and activities.
- Engage in extensive face to face interaction with clients, community members, collaborating agency employees for the purpose of intake, assessment, planning, monitoring, direct support, and evaluation.
- Speak in front of and present information to audiences, large and small both in person, on the telephone, and using virtual meeting/video tools. These include Masonic, Masonic affiliated, and community groups.
- Ability to conduct 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 PowerPoint 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 and proper grammar and usage of the English language.
- Ability to travel, occasionally overnight, for client visits, to attend meetings, and to conduct information sessions or workshops.
- Adhere to the policies and procedures of the organization at all times.
- Provide 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.
QUALIFICATIONS
- 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 care coordination processes including assessment and service plan development and implementation.
- Must be knowledgeable and skilled in using information & referral 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 be able to give verbal presentations to small and large groups.
- Must be able to use and operate a personal or company issued vehicle for the purpose of traveling to home visits, meetings, monitoring personalized care plans, or for other purposes as assigned.
- Must be able to operate laptop computers, presentation software, and computer projection systems.
- 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 at 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/print/scan machines and postage meters.
- Must have excellent interpersonal skills.
- Must be able to work as part of a team.
EDUCATION
- A master’s degree in social work (MSW) is preferred. A bachelor’s degree in social work, human services, health, or related field may be accepted with a minimum of 3-5 years practical experience in the field of older adult services or geriatric care management.
- 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.
SALARY AND BENEFITS
WAMS offers generous paid time off. Competitive salary commensurate with experience.
WAMS is committed to equality, equity, and civility; we act each day to embody that commitment. Our programs are for Masons, their families, and community members of every characteristic and description. We are a inclusive, apolitical, 501(c)3 nonprofit organization. WAMS is an Equal Opportunity Employer.
