Payee Account Manager

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Posted 5/31/2019

The Payee Services Account Manager is a full-time position responsible for providing financial management for clients enrolled in the Payee Program. Financial management includes ongoing money management, bill payment (rent, utilities, etc.), advocacy with banks, landlords, and other service providers on behalf of the client, and working with the client to help create a stable living environment to insure basic needs such as food, shelter, clothing, and health needs are met. Protective Payee Services assists people with mental and/or physical disabilities by budgeting and direct bill payment of their Social Security disability income. This position performs duties in accordance with Welcome House Core Values, including: Ethical, Collaborative, Client-Centered, Accountable, Professional, and Passionate.

1. Account management
• Be aware of the client’s current day to day needs and effectively use his or her income payments to meet those needs
• Develops a budget to plan for client spending needs at least every quarter, and more frequently if needed, that reflects mutually crafted financial goals
• Carries out client budget by writing checks for weekly client money and timely payment of monthly bills (utilities, rent, phone, cable, etc.)
• Report any event that may affect the beneficiary’s entitlement to benefits or payment amount
• Submit the appropriate forms for periodic reviews or redeterminations of SSI eligibility factors. Supply information about the beneficiary’s income, resources and living arrangements to help SSA determine if the SSI beneficiary is still eligible for SSI and is receiving the correct payment amount;
• Explain Social Security and SSI payments, and the client’s expenses, to him or her and advise the beneficiary of current and past due benefits
• Report to SSA on all the beneficiary’s work activity, impairment-related work expenses, blind countable expenses, and earned income exclusions;
• Help the beneficiary obtain medical treatment when necessary
• Help the beneficiary furnish appropriate information for the SSA review of continuing disability.
• Notify SSA of any event or change that will affect the client’s entitlement to benefits
• Enters all checking account transactions into Quicken Accounting software on computer.
• Reports any event that may affect the clients entitlement to benefits and actively work to ensure that benefits are maintained
• Works collaboratively with local banks in ensuring correct accounting.
• Actively participate in bi-weekly supervision meetings and weekly team meetings.
3. Public Relations
• Represents the agency, payee program, and/or Director of Income and Benefits at outside agency meetings on an as-needed basis.
• Maintains positive public relations and serves as a liaison with other related community services.
4. Other duties as specified by the Director of Income and Benefits.

• Minimum Associate Degree to Bachelor’s Degree or equivalent

• A minimum of 1-3 years’ experience in the social service field

Skills/Specialized Knowledge/Abilities
• Knowledge of problem solving techniques and have a high capacity to think critically
• Be efficient and thorough in documentation skills
• Advanced ability to communicate both verbally and in writing
• Advanced ability in conflict management
• Ability to work independently as well as part of a team
• Ability to develop community resources and networking ability
• Ability to collaborate both internally and externally

Key Performance Indicators:
• Understands agency vision/mission and how to achieve agency goals
• Understands culture of poverty and works effectively with clients
• Be proficient in client engagement
• Increased knowledge of and involvement in community resources/partnerships
• Increased knowledge of Mental Health/Substance Abuse resources
• Provides training & mentoring of case managers
• Advanced knowledge of job readiness
• Advanced knowledge of assessment
• Participating in leadership responsibilities within case management team
• Involvement in and understanding of quarterly and annual reports
• Meets departmental compliance requirements with very limited supervision

Working Hours/Environment
• Work typically performed in an indoor office building

Tools and Equipment Used
• Personal computer, copier, fax/scanner, phone, and other typical office equipment

• Minimal-less than 5% of the time

Physical and Mental Demands
• Frequently required to sit at a desk/workstation for long period of time
• Ability to work at a computer terminal for extended periods of time
• Digital dexterity and hand/eye coordination in operation of office equipment
• Ability to speak to and hear employees/clients via phone or in person
• Body motor skills sufficient to enable incumbent to move between 3 floors
• Additional Mental Requirements: compare, decide, direct, problem solve, analyze, instruct, interpret
• Minimal lifting up to and above 50 pounds

Interested parties should submit a cover letter and resume via e-mail to:, or
205 West Pike Street; Covington, KY 41011

Welcome House is an equal opportunity employer. Employment selection and related decisions are made without regard to gender, race, age, disability, religion, national origin, color, gender identity, sexual orientation, veteran status or any other protected class.


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