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Full-time Financial Employment Planner - Milwaukee, Wisconsin

at Jobisite in Wisconsin

Maximus is hiring a Financial Employment Planner for the WI Works Project! In this role, you will assist participants in accessing financial and employment services, helping them navigate the Wisconsin Works program to achieve self-sufficiency through work and support services. If you're dedicated to helping others succeed, this is the opportunity for you!

This role begins as a contingent agent position, with the potential to transition into a regular full-time role at Maximus, typically after 90 days of successful employment.

Why Maximus?

• 💰 Competitive Compensation - Bonuses based on performance included!
• 🛡️ Comprehensive Insurance Coverage - Choose from various plans, including Medical, Dental, Vision, Prescription, and partially funded HSA. Additionally, enjoy Life insurance benefits and discounts on Auto, Home, Renter's, and Pet insurance.
• 🌟 Future Planning - Prepare for retirement with our 401K Retirement Savings plan and Company Matching.
• 🏝️ Paid Time Off Package - Enjoy PTO, Holidays, and sick leave, along with Short and Long Term Disability coverage.
• 🌱 Holistic Wellness Support - Access resources for physical, emotional, and financial wellness through our Employee Assistance Program (EAP).
• 🏆 Recognition Platform - Acknowledge and appreciate outstanding employee contributions.
• 🌈 Diversity, Equity, and Inclusion Initiatives - Join a workplace committed to fostering diversity and inclusion.
• 📚 Tuition Reimbursement - Invest in your ongoing education and development.
• 🎁 Employee Perks and Discounts - Additional benefits and discounts exclusively for employees.
• 🌟 Maximus Wellness Program and Resources - Access a range of wellness programs and resources tailored to your needs.
• 📚 Professional Development Opportunities - Participate in training programs, workshops, and conferences.

Essential Duties and Responsibilities:

• Cultivate and nurture professional relationships with customers, continuously monitoring their engagement and progress within the program.
• Regularly collaborate with customers to set and accomplish program goals, ensuring ongoing eligibility and program service maintenance.
• Demonstrate extensive program knowledge, guiding customers through various stages of the application process, from enrollment to benefit and service allocation.

• Assist customers in accessing essential services aligned with program objectives, including educational or vocational training, medical care, childcare, transportation, mental health resources, legal assistance, and other pertinent needs.

• Conduct follow-ups with customers to address needs, resolve concerns, and ensure their requirements are met satisfactorily.

• Collaborate with team members to provide expertise and support in resolving participant issues effectively.

• Maintain accurate and timely case documentation for all customer interactions, ensuring comprehensive records of activities.

• Share updates regarding outreach and engagement initiatives with project staff, facilitating effective communication.

• Identify and communicate barriers hindering customer engagement with the Provider, informing project staff promptly.

• Perform additional duties as directed by leadership to support program objectives.
• Utilize the Cares Worker Web System to track and manage participant data

Minimum Requirements

• High school diploma or GED required and 0-2 years of relevant professional experience required, or equivalent combination of education and experience.
• Prior case management experience, preferred.
• Prior customer service experience, preferred.
• Experience working with low-income and diverse populations, preferred.
• Microsoft Proficiency, preferred.

#HumanServices #LI-Onsite

Reference : Financial Employment Planner - Milwaukee, Wisconsin jobs


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Published at 09-01-2025
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