Senior Engagement Specialist/Case Manager

Job Title: Senior Engagement Specialist/Case Manager
Programs: All JFS Programs
Population Served: Adults and Older Adults
FSLA Status: Full Time Non-Exempt


The Senior Engagement Specialist/Case Manager is responsible for assisting with program development, care management, information and referral and outreach services to Adults and Senior Adults. The Senior Engagement Specialist/Case Manager reports to the Senior Engagement Manager.

Employment Classification:

The Senior Engagement Specialist/Case Manager is a full-time non-exempt position.


Individualized Senior Engagement and Case Management Services, which may include

  • Conduct case management assessments to determine the financial, housing, medical, emotional, and physical needs of adults/families, senior clients and caregivers.
  • Work with clients to create customized case management “Life Plans” to reflect goals, desired outcomes and target areas for resources and referrals.
  • Provide ongoing case management services to evaluate and reassess client progress on “Life Plans” with short and long-term goals and make modifications to these as necessary.
  • Refer clients to appropriate community resources and advocate for or assist the client in obtaining such services.
  • Submit timely documentation and maintain accurate, complete case management documentation of all services and client related activities.
  • Establish and maintain close working relationship with clients, caregivers/families, and other community professionals.
  • Ensures that community resource information is kept updated and that staff is kept informed.
  • Coordinates services with other JFS staff.
  • Perform other duties as assigned.

Community Outreach Services:

  • Assists in the planning and implementation of programming, educational and socialization groups, and outreach efforts to seniors living independently in the community.
  • Work with partner organizations in the community to identify senior clients in need of services and connecting senior clients to local supportive services.
  • Educates the community on aging issues and resources to establish JFS as the Jewish community’s resource for the aging community.
  • Promotes JFS at various professional and community settings as it relates to senior services.
  • Assists in maintaining community contacts and relationships to maximize use of community resources.
  • Represents JFS at organizational or community meetings as it relates to services for seniors.
  • Assists in the Coordination and/or implementation of workshops and lecture series geared at issues facing senior adults and caregivers.
  • Collaborate with community partners in implementing Senior specific programs.

Admin and Strategic:

  • Performs basic administrative tasks such as record keeping, charts managements, and statistics related to performance and productivity of programs and services on a monthly basis.
  • Assist the Senior Engagement Manager to meet outcomes and benchmarks for success of senior services.
  • Collaborates and assists the Senior Engagement Manager, Director of Programs and Services, and Executive Director in assessing the needs of seniors in the community.

Knowledge and skills:

  • Knowledge of issues impacting older adults.
  • Ability to identify and access resources for Adults, Families and Senior Adults in the greater Charlotte community.
  • Understands service delivery trending in the aging community.
  • Comfort level and ability to speak and present in public.
  • Excellent verbal and written communication skills.
  • Good organizational skills.
  • Ability to plan, implement, and coordinate programs.
  • Ability to use basic computer software programs such as Microsoft word, outlook and data entry.

Minimum Qualifications:

A Bachelor’s Degree, preferably in the Social Services. At least two years of experience working with the Senior Adult population preferred.