Simplicity Group
Special Needs Coordinator
Reports to:
National Special Needs Coordinator
Department:
Protected Tomorrows, Simplicity Wealth
Location:
Lincolnshire Office, 103 Schelter Road, Lincolnshire IL (in‑office, Mon‑Fri)
Classification:
Full‑Time / Exempt
Summary / Job Objective:
Protected Tomorrows, a Simplicity Commitment, is adding to our Special Needs service team. We are seeking an individual who is a disciplined, methodical, highly motivated learner, who consistently performs at a high level under variable workloads. You must have a passion for making a positive impact on clients’ lives. We are growing quickly, so flexibility and nimbleness are crucial. The candidate will assist our special needs planning team in serving the needs of our clients, requiring strong verbal and written communication skills, as well as providing various administrative functions.
Primary Responsibilities
Conduct internet‑based research on viable locale‑based programs for clients
Write reports on research and occasionally deliver reports verbally
Coordinate calendars for team members
Ensure CRM system is updated and accurate
Provide phone support for team members
Assist with coordination of office projects
Qualifications
Background in serving and/or personal ties to the disability community
Experience using a CRM
Existing knowledge of the following Government Benefit Programs and how to navigate the systems:
Social Security – SSI, SSDI, RSDI, DAC
Medicaid – Healthcare, SNAP, Cash Benefits, HBWD, Medicare buy‑in, Spenddown
Medicaid Waivers – Home and Community Based Services & CILA
Medicare
Affordable Care Act Policies
Benefit Access Program (Department of Human Services: DRS, DHS, Department of Aging)
Basic knowledge of Special Needs Trusts, ABLE accounts, and other tools used in this community
Proficient in Microsoft Office, Adobe, Google Platform and operating systems
Competencies
Excellent people skills
Strong customer service background; proper etiquette, empathetic approach
Exceptional organizational skills and follow‑up tendencies
Ability to take direction, constructive criticism and positive feedback
Willingness to work as part of a team and learn as you go
Thrives in a fast‑paced and ever‑changing line of work – each day is different
Compensation (based on experience)
Annual base salary: $50,000 – $60,000 (exempt)
Annual performance bonus target: 5%
Benefits
Employee benefits (medical, dental, vision, life insurance, other)
401(k) with employer match
Paid Time Off
Free parking
Seniority Level Entry level
Employment Type Full‑time
Job Function Other
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National Special Needs Coordinator
Department:
Protected Tomorrows, Simplicity Wealth
Location:
Lincolnshire Office, 103 Schelter Road, Lincolnshire IL (in‑office, Mon‑Fri)
Classification:
Full‑Time / Exempt
Summary / Job Objective:
Protected Tomorrows, a Simplicity Commitment, is adding to our Special Needs service team. We are seeking an individual who is a disciplined, methodical, highly motivated learner, who consistently performs at a high level under variable workloads. You must have a passion for making a positive impact on clients’ lives. We are growing quickly, so flexibility and nimbleness are crucial. The candidate will assist our special needs planning team in serving the needs of our clients, requiring strong verbal and written communication skills, as well as providing various administrative functions.
Primary Responsibilities
Conduct internet‑based research on viable locale‑based programs for clients
Write reports on research and occasionally deliver reports verbally
Coordinate calendars for team members
Ensure CRM system is updated and accurate
Provide phone support for team members
Assist with coordination of office projects
Qualifications
Background in serving and/or personal ties to the disability community
Experience using a CRM
Existing knowledge of the following Government Benefit Programs and how to navigate the systems:
Social Security – SSI, SSDI, RSDI, DAC
Medicaid – Healthcare, SNAP, Cash Benefits, HBWD, Medicare buy‑in, Spenddown
Medicaid Waivers – Home and Community Based Services & CILA
Medicare
Affordable Care Act Policies
Benefit Access Program (Department of Human Services: DRS, DHS, Department of Aging)
Basic knowledge of Special Needs Trusts, ABLE accounts, and other tools used in this community
Proficient in Microsoft Office, Adobe, Google Platform and operating systems
Competencies
Excellent people skills
Strong customer service background; proper etiquette, empathetic approach
Exceptional organizational skills and follow‑up tendencies
Ability to take direction, constructive criticism and positive feedback
Willingness to work as part of a team and learn as you go
Thrives in a fast‑paced and ever‑changing line of work – each day is different
Compensation (based on experience)
Annual base salary: $50,000 – $60,000 (exempt)
Annual performance bonus target: 5%
Benefits
Employee benefits (medical, dental, vision, life insurance, other)
401(k) with employer match
Paid Time Off
Free parking
Seniority Level Entry level
Employment Type Full‑time
Job Function Other
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