Wispact Inc. is a private nonprofit organization that administers pooled and community Special Needs Trusts for persons with disabilities. Based in Madison, Wispact manages the Special Needs Trusts for more than 3,300 people throughout the state of Wisconsin.
BENEFICIARY SPECIALIST:
Assist new clients, and their Advisors, in orientation to Wispact policies and procedures:
- Explain Company procedures and requirements during initial welcome calls to new clients and to their families and Advisors.
- Work collaboratively with Office Manager to ensure there is an official client file for each new beneficiary—both hard copy and electronic.
- Provide guidance to Office Manager or Office Assistant regarding the organization of documents in client files.
- Assist staff as necessary/requested to obtain missing documents and communicate with clients and/or necessary parties to collect all missing or incomplete documents.
- Follow-up with appropriate government agencies to obtain all necessary information and documents for client files.
Process distribution requests in accordance with applicable rules and internal guidelines:
- Review requests received from clients daily.
- Educate case managers and other agencies about Wispact’ s services.
- Maintain appropriate documentation.
- Determine whether each distribution is within legal and agency guidelines. Work with Beneficiary Specialist Manager, Trust Advisor and/or Executive Director if additional legal research is needed prior to reaching a decision.
- Communicate with clients and Advisors to explain Wispact procedures and the status of all requests submitted.
- Answer questions from clients regarding distribution requests and communicate as necessary until the process is completed.
- Ensure that appropriate records are kept regarding each account and distribution request.
- Provide advice about the consequences of distributions while respecting the client’s wishes as much as possible.
Related projects as assigned:
- Work collaboratively with Wispact staff and Board of Directors to streamline and improve services provided to clients and other stakeholders.
- Identify policy areas needing legal research and refer these to Trust Advisor and/or Executive Director as appropriate.
- Work collaboratively with Marketing and Outreach Specialist to ensure current information is regularly available for the newsletter, website, and other publications.
Job Type: Full-time
Required education: Bachelor’s
Required experience: Social Service – 3 years
Pay Range: $50,000.00 – $60,000.00 per year