Special Needs Coordinator

Job Description Job Description

Position Title: Special Needs Coordinator

Reports to: National Special Needs Coordinator

Department: Protected Tomorrows, Simplicity Wealth

Location: Lincolnshire Office / In Office

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

Writing reports on research; occasional verbal delivery of reports

Coordinate calendars for team members

Ensure CRM system is updated and accurate

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 Waiver's - Home and Community Based Services & CILA
• Medicare
• Affordable Care Act Policies
• Benefit Access Program (Department of Human Services (DRS, DHS, Department on 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)

401k with employer match

Paid Time Off

Free parking

Location: 103 Schelter Road, Lincolnshire IL (This role is an in-office position, M-F)

Company Description Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings ("Simplicity Group") is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.

Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,200 employees and 90 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company's day-to-day business.

For more information, please visit Company Description Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings ("Simplicity Group") is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy. Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,200 employees and 90 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company's day-to-day business. For more information, please visit